How to add and edit text nodes

In this article you get a better understanding of how nodes can be created and changed


Add a new node

To add a new node, go to a planning view. There you click on the blue Add X link at the place where you want to add the node. In some views, you first need to click the icon with a plus sign that appears in the toolbar on the right. After clicking Add , a window opens with two tabs, Common and Departments.


Tab: Common
Which text boxes and other fields are displayed when creating a node varies as these fields are fully configurable. Therefore, the number of fields can vary both in number and what they have been named. A simple set might include:

1. Name
The name of the node is entered here. Although long names are allowed, (however max 50), it is recommended to keep the name short and put more detailed text in the description field.

2. Description

The description of the node is entered here. It may be appropriate to give a more detailed and supplementary description to the name here.

3. Responsible

The people responsible for the node are listed here. Depending on authorization, you can remove or add responsible persons here. The node will appear on the home page for the user when it's time to report, provided the to-do list is set that way. You start typing the name of the user you want to designate as responsible and select from a list.

4. Keyword group

Any keywords are selected by clicking the arrow button under the heading with the keyword group name. It is also fine to enter the name of the keyword. In the drop-down list that opens, there is a list of keywords where you choose which keyword should be linked to the node.


Tab: Departments

Here you will see one or two options depending on the settings regarding the visibility of the text node you are creating. The only on option means that the node you create will only appear on the departments you are standing on.
The option On "Organization" and multiple entities causes the node to appear in the view of the entities that you select in the entities step below.
Those departments will only be able to read the information in the node, not do any reporting or editing (depending on whether the comment setting one comment for each department is selected, then each department can write its own comment. Read more in comment settings). You use the checkboxes to select which units the text node should be displayed for.


Select text node/kpi node/activity node

In the view's settings, an administrator can specify whether nodes can be selected from other scorecards. If that option is enabled, you will be given a choice when adding a new node, either to add a brand new one or to opt in.
If you click on "Select", you will be able to select nodes from the scorecard you are standing on.

A: Scorecard

You start by selecting the control model with the drop-down list called control model.

B: Search for nodes

In the free text search, you can enter a name and search for the text node you want to select. If you click on show all, all text nodes are displayed based on the choice you made for the control model. The result of the search is displayed in the text box below. Some nodes cannot be selected. When you mouse over the name, an information box appears that explains the reason why you may not select that particular node, the most common case is that the node is already in the scorecard. You select a node by clicking in the checkbox to the left of the node name.

After your choice of node, you can choose to include everything connected to the node or the entire consolidation chain by ticking the checkbox to the right of the node in the search result. However, it is not possible to select both the entire consolidation chain and everything connected to the node.

C: Save and Close

Click save and close to create the node.

This option creates a new connection on an existing node. This means that reporting and commenting only need to be done once and the information is displayed in all scorecards for which it is selected.

The function is useful if, for example, a risk is to be present both in the scorecard for Internal control and Systematic work environment.

Change node

To update or change an existing node, move the mouse over the node and click on the wrench icon.

A window opens with three tabs: Common, Connections and Departments. 


Tab: Common

The appearance of this tab is controlled by the settings made in the system regarding what should be displayed. However, the same information is always displayed in all nodes in the same column. The tab contains various description fields, management of responsible persons and keywords.

Tab: Connections

The connections that the node has are shown here. If the node has several connections, it means that it is visible in several different places. For example, if you change the node's name in one of these places, the change will be visible in all places where the node is connected. 

Add Connection 

When you press the "Add connection" button, a window opens where you must make settings in the following areas:

A: Scorecard

In cases where the connection rules allow the node where you make settings to be connected to another scorecard, you specify in the drop-down list which scorecard the node should be connected to. In cases where there are no two scorecards between which connections are allowed, the scorecards drop-down list is not visible in the window.

B: Column to place in

Specify in the drop-down list Column to place in which level in the selected scorecard the node should be placed.

C: Connect to

Here you can see all the nodes that can be connected to. Scroll through the list and select the node you want to connect to.

D: Place above

Here you specify the position the node should have in relation to other nodes that are connected to the same parent node. This does not mean that the node will have the same order on all underlying entities.

E: Include

Depending on previous settings, there are a maximum of two check boxes here, only one option can be selected:

Everything connected to the node - check here if you want to move the entire node's connection chain to the new parent node.

The underlying consolidation chain - check here if you want to move with the entire node's consolidation chain to the new parent node.

When you have made your selections, confirm by clicking the Save button.