Access Core Data
Core Data is managed from your organisation Settings and provides a central place for reference data used across Serendata.
To access Core Data, open Settings from the left-hand sidebar.
Figure 1. Settings in navigation
1 | Settings. | Open the Settings area from the left-hand sidebar. |
Within Settings, open Core Data to view the available organisation-level data areas.
Figure 2. Core Data menu
1 | Core Data. | Open Core Data. The available Core Data areas are displayed beneath it in the sidebar. |
Manage Core Data
Each Core Data area has its own management page. Across these pages, use the teal + button to create a new record.
Action Types
Action Types help you categorise actions consistently across your organisation. For more information about actions, see 'Plan and track your Actions'.
Figure 3. Action Types
1 | Actions. | Open Actions from the Core Data sidebar. |
2 | Action Types. | Create and manage the action types available within your organisation. |
Business Areas
Business Areas represent parts of the organisation affected by change. In Serendata, they help organise business roles and people that are relevant to projects and programmes.
Figure 4. Business Area Validation
1 | Business Areas. | Open Business Areas from the Core Data sidebar. |
2 | Business Area Validation. | Create, review and manage the business areas mapped to your organisation. |
Impact Types
Impact Types help you categorise impacts consistently across your organisation. For more information about impacts, see 'Log the Impacts of your change'.
Figure 5. Impact Types
1 | Impacts. | Open Impacts from the Core Data sidebar. |
2 | Manage Impact Types. | Create and manage the impact types used within your organisation. |
Labels
Labels provide flexible tags for information across Serendata, helping you capture categories that are not covered by the standard data sets.
Figure 6. Labels
1 | Labels. | Open Labels from the Core Data sidebar. |
2 | Manage labels. | Create and manage labels for use within your organisation. |
People
People is where you maintain the people records relevant to your organisation and its change activity. This can include stakeholders, SMEs and audience members. For more information, see 'Map your Stakeholders and Audiences' and 'Diagnostics and Readiness'.
Figure 7. People
1 | People. | Open People from the Core Data sidebar. |
2 | Manage People. | Upload and manage people records held in Core Data. |
Places
Places and Place Groups represent specific locations or wider areas. For example, London can be a Place and the United Kingdom a Place Group. Places can be geotagged to locations available in Google Maps and linked wherever a Place field is available in Serendata.
Figure 8. Places and Place Groups
1 | Places. | Open Places from the Core Data sidebar. |
2 | Manage Place Groups. | Create and manage places and place groups within your organisation. |
Processes
Processes relevant to your projects and programmes must first be held in Core Data before they can be attached to a project. You can create them individually or upload them in bulk using the Serendata uploader. For more information, see 'Upload and Manage your Processes' and 'Uploading Spreadsheet data to Serendata'.
Figure 9. Processes
1 | Processes. | Open Processes from the Core Data sidebar. |
2 | Manage Processes. | Create and manage the processes held in Core Data. |
Process Roles
Process Roles relevant to projects and programmes must also be held in Core Data before they can be used alongside processes. For more information, see 'Upload and Manage your Processes'.
Figure 10. Process Roles
1 | Processes. | Open Processes from the Core Data sidebar. |
2 | Manage Process Roles. | Create and manage the Process Roles used alongside your processes. |
Training Types
Training Types help group courses, modules and components created in the Serendata Learning section. For more information, see 'Create a Learning Curriculum'.
Figure 11. Training Types
1 | Training. | Open Training from the Core Data sidebar. |
2 | Manage Training Types. | Create and manage Course Types, Module Types and Component Types. |
Training Progress
Training Progress statuses support consistent completion tracking across courses, modules and components in the Serendata Learning section. For more information, see 'Create a Learning Curriculum'.
Figure 12. Training Progress
1 | Training Progress. | Open Training Progress from the Core Data sidebar. |
2 | Manage Training Progress. | Create and manage your organisation's Training Progress statuses. |
Roles
Business Roles describe who does what within an organisation experiencing change. They can be mapped to processes and grouped into audiences through People data, among other uses. For more information, see 'Upload and Manage your Processes', 'Map your Stakeholders and Audiences' and 'Diagnostics and Readiness'.
Figure 13. Roles
1 | Roles. | Open Roles from the Core Data sidebar. |
2 | Roles. | Create and manage roles within your organisation and view the Business Areas associated with them. |
Next steps
Use the dedicated Help Centre articles referenced above for detailed guidance on each Core Data area.