Necto TrainingModule 5: Building a Necto Social Network

Objectives

By the end of this lesson you will be able to:

Build a social network in NectoView and add commentsInitiate and participate in discussionsDefine your friendsSubscribe to other users’ work

Agenda

Social Network OverviewCommentsDiscussionsThe Social RibbonFriendsSubscriptions

Social Network Objectives

Add a layer of personal knowledge and collaborative analysis to the databaseEnable users to learn from each otherExamples:

Sales dropped because of natural disasterSpecial Sale increased revenue

Necto Database

Personal Knowledge

Case Study

Laura Brady,Category Marketing Manager for the Drinks segment.

I need to understand the sales figures from the previous quarter. Maybe Laura, from Marketing, has additional knowledge…

David Smith,Sales Manager,Drinks Dept.

Comments

What are Comments

Free textAssociated with a workboard, component or grid cellAdded by authorized usersFor all to seeOnly one comment per cell

Viewing Existing Comments

Indication that there is a comment

Click to view all comment

Move mouse over red triangle to view / edit comment

Adding Comments

Click and drag to cell to add comments

Editing and Saving Comments

Remember to save you comments

Editing options

Write text here

To add comments, you must have write permissions to the workboard

Exercise 1– Working with Comments

Locate comments on workboardChange comment display modeAdd a comment

Remember to save your work!

Discussions

What are Discussions

Related to specific:PeopleWorkboardCell in workboard

Edit name of discussion

The people that participate in the discussion

Click to edit or delete

Creating a New Discussion – by Dragging

Drag a user to a cell to create a discussion

Discussion is created.User is a member.Cell value is copied to thread.

Creating a New Discussion – Clicking Create New Discussion

Click to create new discussion

Edit discussion name

Write your input

Adding Members to a Discussion

Drag users to add to discussion

Click arrow to see more participants

All members will get notification of additions to the discussion

Actions on Discussion Members

Click name to view picture and perform actions

Start a new discussion

Open user’s shared workboards

Remove from discussion. Available only to discussion creator

Discussion Indication

Number of new discussions or new content.

Preview of user’s discussions.

Exercise 2 – Discussions

View indication of a discussion addressed to youParticipate in an existing discussionExamine different methods of starting a discussion

The Social Ribbon

The Social Ribbon

Displays users that have viewed this workboardAppear in the following order:

Subscribed usersWorkboard creatorUses that have saved the workboardUsers that have viewed the workboard

Social Ribbon States

Click to view only your friends

Subscription indication

Friend indication

Users that have viewed this workboard

Actions on Users

Click user to perform actions

Open / close user’s shared Workboard

Remove / add friend

Remove / add subscription

Start discussion

Additional Method for Defining Friends

1. Click on your name to edit properties

2. Go to Friends tab

3. Drag a name to add it to friends

4. Click OK or Apply to save your changes

Managing Subscriptions

What are Subscriptions?

Select timeframe

Select user

Workbook changes made by users that you are subscribed to

Subscribing to Users – From Social Ribbon

Subscription indication

Add / remove subscription

Subscribing to a User’s Activity – From Properties

1. Click on your name to edit properties

2. Go to Subscribed Users tab

3. Drag a name to add it to subscribed users

4. Click OK or Apply to save your changes

Editing Your Properties

Editing Your PropertiesClick on your name to edit properties

Click to upload your picture

Starting a Private Session

I don’t want other users to follow my work. What can I do?

Click to start a private session, hiding your actions from other users.

Private Session Indicator

Indication that you are currently in private session

Exercise 3 – The Social Ribbon, Managing Friends and SubscriptionsManage friends

Manage subscriptionsUse the social ribbon

Additional Exercises

Add CommentsManage your Friends and subscriptionsCreate and Participate in DiscussionsAccessing discussions and subscriptions on the Necto home page

Summary

In this lesson you have learned to:View and add commentsInitiate and participate in discussionsDefine your friendsSubscribe to other user’s work

Thank youAny Questions?