Serendata

How to upload a CSV file in the correct format to the Impacts or Actions grid

Marius Corich-van der Bas

Matthew Hammett

You're up and running, discover best practice and polish up your skills here

Everything you need to get the most out of Serendata

How to create an Action and assign it to an impact

Creating an Action

How to view and change or update an existing Action

View and edit an Action

The  Basics of Action creation

How to ensure you're constantly on top of all of your impacts throughout the system. 

Identify and track your Impacts

How to create a new Impact Group in a project.

Create a High Level Impact

How to capture a change Impact you have identified and assign it to a project.

Create an Impact

How to access and update existing change impacts

View and edit an Impact

The Basics

This Best Practice article walks you through how to capture and sort impacts quickly during Workshops.

Capturing Impacts during Workshops - Best Practice

This best practice article shows you how to best use Impact Types and their weighting.

Creating new Impact Types and adjusting their weighting

Best Practice

Collections organise your articles so people can find them more easily.

Understand your Stakeholders

How to create the record of an individual  or an audience group.

Create a Person or Audience

How to create a new Stakeholder List, and how to edit and delete an existing one.

Create and manage a Stakeholder List

How to assign your stakeholders to a specific project.

Assign a Stakeholder or Audience to a Project

How to view and manage the project profile of one of your Stakeholders

View and edit Stakeholder Project Profile

This article will explain how and why we include these options for Stakeholders and the best practice for using them.

Sentiment, Commitment, Receptiveness - Breakdown

A guide to help you understand Stakeholder influence and impact, and how it can focus your teams' Stakeholder management.

Understanding Stakeholder Influence & Impact

This article defines the difference between a Stakeholder List and an Audience.

Should I use Stakeholder Lists or Audiences?

Everything you need to know about creating, managing and updating your Projects and Programmes. 

Creating and managing your Projects and Programmes 

How to create overarching Programmes, and add key data and milestones that you wish to track.

Create and manage a Programme

How to create a new Project, update an existing Project and add Project milestones.

Create and manage a Project

Everything you need to know about setting up your Organisation.

Set up your Organisation

Setting up a user account

This best practice article takes you through every step from initially logging in to setting up your Organisation.

Getting started and setting up your account

How to set up and manage User Permissions to ensure everyone has the right level of access to the data.

Setting up and managing User Permissions

How to create Business Areas or departments that match the company structure of your organisation.

Create and manage Business Areas

How to set up the Locations that your organisation operates in.

Create and manage Locations

How to create a new Role and make updates at an organisation level.

Create and manage Roles

How to upload Stakeholders to your Organisation to easily populate your master data.