Course 1: Stracl Overview and Navigation

Training Support

Before you start this course or if you need Stracl training for your organization, just email support@stracl.com and we will do the following:

Send you the link to our latest Public Webinars
Provide a list of Stracl training classes
Provide information about instructional system design consulting and Stracl consulting

Description

Audience

Stracl Users and Administrators

Prerequisites

Basic understanding of the goals and methodology of change management.

Time Requirements

1.0 hours

Learning Objectives

Upon completion of this course, you will be able to:

Explain what the Stracl software does and why it is important
Explain the structure of the Stracl software menu
Explain how to change projects and look up user data (org data)
Describe the procedure to personalize your Stracl User Preferences
Create and save menu favorites
Create, edit, and save column table layouts
Define key terms, definitions, and icons
Answer Stracl FAQs
Use Stracl tips and tricks
Locate Stracl Help Center

Stracl: What is it?

Stracl is an SaaS tool that prepares your project stakeholders and company organization for an upcoming change by supporting successful adoption and benefit realization. Stracl increases change management practitioners’ productivity by accelerating Organization Data Analysis, Stakeholder Analysis, Change Impact Analysis, Communication & Engagement Planning, Training Design & Development Tracking, and Role Mapping.Stracl provides social collaboration in the cloud to accelerate and improve the quality of your organization’s change management activity and delivery.

Features:

Web-based, SaaS software
Four main modules – Engage, Communicate, Train, and Map
Each module offers visibility, efficiency, and speed in managing the tasks of any organizational change or ERP/Cloud system implementation
Admin module – For system setup, configuration, and security

Menu Overview

Stracl™ Top Bar Menu Structure

This screen shows the functionality that is associated with the top bar menu of Stracl. These functions include the ability to look up an employee, select projects, and access the User Menu.

Personalize Your User Preferences

Create and Save Menu Favorites

Any Stracl screen can be saved as a favorite to enable quick access later.

1. Navigate to the screen that you want to save as a favorite.

Example: Train Menu > Courses

2. Click the star icon, which will turn to GOLD, indicating this screen is one of your favorites.

3. Access your favorites from the Favorites menu.

Create, Edit, and Save Column Table Layouts: Revise My View

Any Stracl screen with columns can be saved as a favorite layout to enable quick access later.

1. Navigate to the screen where you want to create a favorite layout.

Example: Engage Menu > Stakeholder Analysis

2. Click and drag the appropriate column(s) to a new location in the table.

3. The new layout is saved automatically, and it will appear as My View whenever you access this screen in the future.

Create, Edit, and Save Column Table Layouts: Customize a View

The layout of your screen can be revised to meet your needs.

1. For example, navigate to Engage Menu > Stakeholder Analysis.

2. Click the icon, which looks like a gear:

3. A popup screen will display; continue to the next two slides for details about this “Customize” screen.

Create, Edit, and Save Column Table Layouts: Edit a View

You have several methods to change the layout of your My View screen layout:

1. Check or uncheck column titles in the Available Columns section to add or delete columns.

2. Drag column titles in the Selected Columns section to re-arrange their order on the screen.

3. Click the X for a column title in the Selected Columns section to remove that column from the screen.

4. Your changes will be saved automatically when you click the Close button.

Note: You can use the pencil icon to change the name of a view or to delete a view.

Create, Edit, and Save Column Table Layouts: Add a View

Create a new view for your personal use:

Click the View button.
In the popup window, enter the new view’s name, and then press the Save button.
Your new, customizable view will display as a new tab on the Customize Your Views screen.
Revise the layout by making the appropriate changes, and then click the Close button to save your new view.

Key Terms and Definitions: General

Term	Definition
Module	One of the four Stracl menu groups: Engage, Communicate, Train, and Map. User access to these modules is controlled by the Stracl Administrator.
Project	This is where you work in Stracl. You can set up multiple projects. Projects are set up, maintained, and made accessible by the Stracl Administrator.
Dynamic Labels	Field labels that can be customized for all Stracl projects (instance wide) or on selected projects (project specific). The Stracl Administrator can customize the menus and reports for your organizations, so that they fit with your process or project terminology.
Filters	Filters allow you to sort or categorize information entered in a module. Filters are used to organize and group Stakeholders, Communications, Training Courses, Positions, and Security Data. The Stracl Administrator will set up and maintain the filters for your organization.
Position (Dynamic Label)	A Position is the default field label that is used by the Map module. In Stracl you can rename the Positions label to another name, such as Job or Business Role. These changes are done by the Stracl Administrator, to match your organization’s process names or requirements.
Org Data	Your organization’s employee data. The information about a person is limited to basic data such as ID, name, email address, manager, and location. No passwords, work performance history, salary details, or personal data is ever collected or stored in Stracl.
Mapping	The process of linking system users to their positions.

Key Terms and Definitions: Technology

Term	Definition
REST API	Using the REST API will connect Stracl to your organization’s org data for automatic scheduled updates, eliminating the need for manual spreadsheet uploads in Stracl. This is a separately priced service, so contact Stracl Sales sales@stracl.com for details and pricing.
SSO	Single Sign On allows your managers or employees to access Stracl using their corporate federated accounts, to do mapping and approval. Stracl SSO uses SAML protocol and works with cloud systems like OKTA, Centrify, Bitium, and OneLogin. This is a separately priced service, so contact Stracl Sales sales@stracl.com for details and pricing.

Key Terms and Definitions: Users

Term	Definition
Administrators	Individuals who are responsible for managing and maintaining Stracl.
Users	Individuals who enter and maintain data in Stracl modules. Users are billable. They are set up in Stracl by the Administrator when he or she sets up user security.
Mappers	Individuals who link users to positions. Mappers are not billable. If you have many mappers who are not set up as users in Stracl at your organization, you should contact Stracl Sales to learn more about Single Sign On (SSO) details and pricing.

Answers for Stracl FAQs

Is there any online help?

The Help Center is linked to training content on Stracl. All training materials and FAQs are online.

How much time does it take to learn Stracl?

You can expect to devote about an hour per module. Like any software, you will become faster and more proficient the more you use it. Stracl has regular Public Webinars and can provide training directly to your organization. Contact Stracl Support support@stracl.com to receive the latest link to our Public Webinars and available Stracl training classes.

How can I change my Stracl password?

Go to your User Menu, select the User Preferences menu, and then click the Password tab.

How can I change my Stracl date format?

Go to your User Menu, select the User Preferences menu, and then select the General tab and change the Date Format from US (Default) to European.

How to I get started with Stracl Mapping?

This is an overview class. However, here’s a preview of what you will learn in the Map Course. The major steps are to add your Positions, Training Classes, and Security; and then build the relationships between them.

For small data sets, build the relationships in Stracl. For large data sets, use spreadsheet imports. If you do spreadsheet imports, start with small uploads until you master the process.‍

How can I avoid using spreadsheets to upload Org Data to Stracl?

Contact Stracl Sales sales@stracl.com and ask about our REST API. This API lets your system automatically upload org data to Stracl on a scheduled basis, so that it is always up-to-date.

Contact Stracl Sales sales@stracl.com to request a copy of the technical specification.

‍Can I simplify logging in to Stracl, for my company’s users (employees and managers)?

Yes, you can. With Stracl SSO (Single Sign-On) your users can sign on using their federated corporate usernames and passwords.

Contact Stracl Sales sales@stracl.com to learn more.

Where can I run employee org data reports to obtain employee listings?

Within each module’s report section you will find an Org Data report that will list employees and allow you to export to Excel.

Tips and Tricks

Ask your Stracl Admin to customize your Stracl instance with your organization’s logo.

This will allow you to display your logo on the login page and to personalize Course Descriptions and Executive Summaries, for example

Ask your Stracl Admin to customize your dynamic labels to match the way you work at your organization.

For example, you might want to want to call “business process” just “process” or call a “position” a “role”

Customize your User Preferences, so you can start work immediately when you log in.

For example, if you are working on training course design, you can go straight to the Train module and start work on your courses

Set up your favorites in the Stracl Sidebar Navigation Menu, so you can quickly access the pages you regularly work with.

This will save you time when you do repetitive tasks

When adding employees to Stakeholder Analysis or mapping users to Positions, you can paste directly from Excel. Approximately 700 to 800 User IDs can be pasted in, depending on the total number of characters. Stracl will automatically add the comma delimiters for you. This can save you a lot of time.

Stracl Help Center

General Stracl Icons

Course Summary

Explain what the Stracl software does and why it is important
Explain the structure of the Stracl software menu
Explain how to change projects and look up user data (org data)
Describe the procedure to personalize your Stracl User Preferences
Create and save menu favorites
Create, edit, and save screen views
Define key terms, definitions, and icons
Answer Stracl FAQs
Use Stracl tips and tricks
Locate Stracl Help Center

Stracl Overview and Navigation Training Course