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| | ===Purpose of the PIEmatrix Wiki=== | | ===Purpose of the PIEmatrix Wiki=== |
| | Welcome to the PIEmatrix Wiki. This Wiki contains publicly accessible documentation contributed and maintained by anybody interested in working with PIEmatrix. | | Welcome to the PIEmatrix Wiki. This Wiki contains publicly accessible documentation contributed and maintained by anybody interested in working with PIEmatrix. |
| | + | ===[[What goes into the PIEmatrix Wiki?]]=== |
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| − | ===What goes in the PIEmatrix Wiki?=== | + | ===[[Guidelines for consistency]]=== |
| − | Some examples of content are:
| + | ===[[Who can contribute content to the PIEmatrix Wiki?]]=== |
| − | *What are the benefits of using PIEmatrix
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| − | *How to get a PIEmatrix account
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| − | *How to start a project
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| − | *Examples of what PIEmatrix can be used for
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| − | *What a department should be mindful of when using PIEmatrix
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| | | | |
| − | ===Guidelines for consistency=== | + | ==[[What to use PIEmatrix for]]== |
| − | *Users are strongly encouraged to watch Wiki pages with content that relates to their functional work in order to ensure content is accurate and current.
| + | ===[[Why PIEmatrix and not my xls/doc/tasks etc. list?]]=== |
| − | *Do not create lengthy Wiki articles. Instead, organize content thematically and create links between relevant content using Hyperlinks and Categories.
| + | ===[[Why PIEmatrix and not Basecamp?]]=== |
| − | *Add/update content on wiki stub (incomplete) pages.
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| − | *Create a Table of Contents (if page is NOT short) by adding section headings (if the page includes 4 or more sections, add a Table of Contents)
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| − | *Assign tags/categories to each page. Categorize carefully and frequently. Check for relevant tags/categories before creating new categories.
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| | | | |
| − | ===Who can contribute content to the PIEmatrix Wiki?=== | + | ===[[Sample PIEmatrix Projects]]=== |
| − | Anyone. (Individuals watching a Wiki page will receive automatic notification of changes made to Wiki articles. Changes may be reverted at any time.)
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| | | | |
| − | ==Getting Access== | + | ==Getting Access to PIEmatrix== |
| − | *Any interested user can get a Free Trial by clicking on the button on the [http://www.piematrix.com PIEMatrix website] button.
| + | ===[[Any Interested User]]=== |
| − | *At Middlebury College contact [mailto:noelke@middlebury.edu Corinna Noelke]
| + | ===[[At Green Mountain Higher Education Consortium Schools]]=== |
| − | *At Champlain College contact [mailto:mulhall@champlain.edu Tee Mulhall]
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| − | *At Saint Michael's College contact [mailto:JTrottier@smcvt.edu Joann Trottier]
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| − | *Any Faculty, Student, and Staff can get a PIEmatrix account. If you would like to work with outside vendors on projects in PIEmatrix, they can be set up with a PIEmatrix account as well.
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| | | | |
| − | ==Usage Policy== | + | ==[[Usage Policy]]== |
| − | *Be mindful of the information contained in files that are uploaded into PIEmatrix
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| − | *At Middlebury College be mindful of the following policies: [http://www.middlebury.edu/offices/technology/infosec/governance/PCI Payment Card Industry Data Security Standard] and the [http://www.middlebury.edu/offices/technology/infosec/governance/DCP Data Classification Policy]
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| | | | |
| − | ==PIEmatrix Login and Use== | + | ==[[PIEmatrix Login and Use]]== |
| − | *Once your PIEmatrix account has been created, you will receive an email from PIEmatrix with a temporary password.
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| − | *Go to [http://www.piematrix.com Piematrix website] and log in using your full email address with which you registered.
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| − | *At Middlebury College this would be (xxxxx@middlebury.edu) or (xxxxx@miis.edu) and your assigned password.
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| − | *When you log in with that password you will be asked to change your password.
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| − | *PIEmatrix works on all browsers.
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| − | *PIEmatrix requires Adobe Flash to be installed.
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| | | | |
| | ==Your Own Settings== | | ==Your Own Settings== |
| − | ===Email Settings=== | + | ===[[Email Settings]]=== |
| − | *You can set whether you would like to receive notifications from PIEmatrix immediately or in a digest the next day
| + | ===[[Log Out Timer]]=== |
| − | *Go to Settings in the upper right-hand corner. Clicking on "Settings" will open a new tab in the browser.
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| − | *On the left side bar choose "My Preferences - Email"
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| − | *By clicking on the blue triangles next to, e.g., "Social Notifications", all options are displayed
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| − | *Click on "Edit" on top of the page and edit as you see fit
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| − | *Note the "Task Due Notifications" on the bottom as well which govern the daily update email from PIEmatrx
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| | | | |
| − | ===Log Out Timer=== | + | ==Projects== |
| − | Under "My Preferences - Application" you can set how long it takes for PIEmatrix to log you out
| + | ===[[Getting Started]]=== |
| | + | ===[[Layers versus Pie Slices versus Boxes versus Steps]]=== |
| | + | ===[[Some Editing Suggestions]]=== |
| | + | ===[[How to get a list of tasks for one person]]=== |
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| − | ==Projects== | + | ===[[Issues versus Risks]]=== |
| − | ===Getting Started=== | + | ===[[Stacking of Projects]]=== |
| − | [[Starting a New Project]] | + | ====[[Examples]]==== |
| − | #Go to projects, click on project list, you'll see a "Create Project" button [[File:open project.jpg|createprojectbutton]]
| + | ====[[How to Stack]]==== |
| − | #Click on the "Create Project" button and a wizard opens[[File:Project Wizard.jpg|220px|projectwizard]]
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| − | #Name the project
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| − | #Choose the right business unit in which you are working
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| − | #Choose "Draft" mode, this will allow you to play with the project without any team members receiving notifications
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| − | #It is a Best Practice to include a description of the project
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| − | #Click next and choose a template, a basic template is EZ PM (your area), it has just three slices called "Plan", "Execute", "Close"
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| − | #Drag people into the roles: you are likely the "Project Manager", the "Project Administrator" might be your supervisor, include in "Team" everybody you think will be involved in this project
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| − | #Click next - for most projects the defaults work fine
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| − | #Click next - add tags that will help you find the project, these should be keywords like FY15, Name of Area this project is in, etc., be mindful of spelling, tags cannot be deleted
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| − | #Click next - defaults are fine for most projects
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| − | #Click create - the project gets created and you'll be asked whether you want to open the project
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| − | #Note: at any given time the parameters entered into the wizard can be changed by going to the blue info button in the upper right-hand corner when you are in the project [[File:Infobutton.jpg|infobutton]]
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| | | | |
| | ==Templates== | | ==Templates== |
| | + | ===[[What are Templates?]]=== |
| | + | ===[[When do you create boxes/steps in a template vs. a project?]]=== |
| | + | ===[[What do you do in Templates vs. Projects?]]=== |
| | + | ===[[Available Templates]]=== |
| | + | ===[[Duration in Templates and how it effects Live Projects]]=== |
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| − | ==Need Technical Help with your Project?== | + | ==[[What your Department should discuss before/when using PIEmatrix]]== |
| − | PIEmatrix provides the best resources for technical questions about PIEmatrix use so you can get help when you need it:
| + | ==[[Need Technical Help with your Project?]]== |
| − | *Videos: Most pages have a link to a video on the upper right-hand side (white area) with a video specific to the page you are on.
| + | ==[[Wiki Edit Help]]== |
| − | *Tips: Most pages also have "Tips" which explain the main parts of a page right next to the video link
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| − | *Help Center: Click on "Help" on the upper right-hand side for access to the software's own Help Center
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| − | *Live Chat: the link can be found at the bottom right of the Help Center when you are logged into PIEmatrix.com
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| − | *Phone support: 802.318.4891
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| − | *Email support: [mailto:support@piematrix.com support@piematrix.com]
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| − | | |
| − | == Wiki Edit Help == | |
| − | * You may wish to use your userpage (click on your name at the top when logged in) to practice or "test" new content to make sure it looks good, before copying and pasting it elsewhere.
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| − | * [http://en.wikipedia.org/wiki/Help:Cheatsheet Wiki Cheatsheet]
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| − | * [http://meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software.
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| − | * [http://www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list]
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| − | * [http://www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ]
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| − | * [http://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list]
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