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erwin Evolve 2020.2.0 - User Guide

erwin Evolve 2020.2 User Help Guide
erwin Evolve 2020.2 User Help Guide
erwin Evolve 2020.2 User Help Guide
Getting Started Creating Sites and Pages Data Layout Options Filtering Data Property Groups Data Visualizations Displaying Diagrams Using Web Modeler Automatic Diagrams (Diagram Designer) Navigating your Site Workflow Explained Social Interaction Features Questionnaires Reference Configuration and Administration Customizing Your Site Troubleshooting Upgrading Evolve Suite Addendum

Social Interaction Features Explained

Social Interaction Features Explained

There are several social interaction features available in Evolve Sites which encourage your users to collaborate and share information.

Comments

The Comments feature is added automatically to every Object Page in a Dynamic Site. It allows up to two-levels of comments by users discussing the data.

Ratings

Ratings are available on all pages by default and enable users to rate any page on a scale of one to five.

Favorites

Users can make any page they visit a Favorite by clicking the Add to Favorites icon which is displayed on all Object Pages by default.

Users can view links to their Favorites directly on the Home page, or by using the Favorites link that appears when you click the user picture in the top-right of the interface.

If there are new comments or discussions added to a page you have made a Favorite, then a highlight is displayed next to the Favorites menu link.

Share

The Share button is displayed on all Index and Object Pages by default. When a user clicks the Share button, a pop-out window allows them to share the page with another user by email, or - if Workflow is enabled - share the page with a Role.

If the user chooses Share by email, they can optionally enter a Subject and Message, before a New Email window is opened from the Email client installed on the local machine, containing a link to the page being viewed.

In deployments with Workflow enabled, if the user chooses Share with roles, they are prompted to select a Role to share the page with, and that starts a workflow process which means all members of the Role are assigned Tasks to review the page, and must confirm that they have done so.

Disabling Social Features

Social features can be disabled on the Model node in Evolve Designer.

Questionnaires

Questionnaires

Questionnaires Explained

Questionnaires Explained

Questionnaires enable you to get feedback and opinion from your users. In Evolve you can create simple questionnaires that gather users' answers, or you can weight questions and answers to determine business values of responses.

There are two types of questionnaire available in Evolve:

1. Standalone questionnaires that gather the answers each user provides

2. Object questionnaires that are displayed as a Page View on all Object Pages for a specified Object Type, such as Application, and can aggregate the responses from users and work out a Business Value.

Whether a questionnaire is standalone or tied to an object is a simple setting in the questionnaire itself which can be edited after it is created - so the process for creating a questionnaire is the same for both types.

Object questionnaires require a specific property to be created on the Object Type itself to store the aggregated Business Value against the object in question.

This should be a Decimal Number property.

What do you want to do?

Create a questionnaire

Edit a questionnaire

Delete a questionnaire

View questionnaire responses

Question Weights and Values

Question Weights and Values

Using weights and values to determine an overall Business Value for an object is only really applicable to Single or Multiple choice questions.

Object questionnaires allow you to gather information from your users about individual objects, such as an application.

Evolve allows you to weight each question, and put value scores against the possible answers. When users complete the questionnaire, Evolve works out a Business Value score for the object which is based on the values assigned to the answers they provided, measured against the question weighting.

The Business Value is aggregated across all responses and is stored as a property of the object itself, for example you could call it 'User Assessment Score' so you can display is on your Object Page.

As a best practice, we recommend aiming to capture a Business Value of between 0 and 100 - so you can represent the value as a gauge on your Object Page.

Each question in the questionnaire can be given a weight of 0.0 to 1.0. The total of which must equal 1.0 in order for it to work. In addition, each answer to each question is given a score – according to your scale. If we are following the best practice guideline, this again would be between 0 and 100.

The formula for the Business Value is quite simple. The score for a given questionnaire response is (Question Weight * Answer Value)+(Question Weight * Answer Value) + ...

Example

In this example we are using a questionnaire to ask users for their assessment of an application.

The application object has a numeric property called 'User Assessment Score' which will be used to store the Business Value.

In the example, let’s assume that the questionnaire has three questions and each question has five possible responses.

Following the best practice of aiming to create a score of 0 to 100, and remembering we need to make the combined weights add up to 1.0, I might set the weighting for Question 1 at .5, Question 2 at .3, and Question 3 at .2.

This means I judge that Question 1 should have more impact on the result than Questions 2 and 3.

Each question has the same possible answers, we're asking users how they rate the application, so the answers to all the questions are Very Poor (0), Below Average (25), Average (50), Above Average (75) and Superior (100). Following our best practice, they can only have a maximum value of 100.

Without weighting, or with equal weighting, scores of 100 for Question 1, 50 for Question 2, and 0 for Question 3 would average out to 50 without weighting or with equal weighting. But with our weighting of .5, .3 and .2, the weighted average score is 65 – a higher score because of the weighting.

The score is calculated using the formula (.5 * 100) + (.3 * 50) + (.2 * 0) = 65.

To determine the total score for that application, Evolve tracks the number of questionnaire responses for that application and comes up with a straight average score of all user responses. So if only one other person filled out the survey in our example and their weighted score was 75, the average score would be 70 ((65+75)/2=70).

 

 

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