FAQ

Looking for help? You are at the right place. On this page you can find the most frequently asked questions (FAQ) that may help answer the question you have. Also if there is any topic missing in our FAQ, just contact us.

1. Access & permissions

Follow the steps from the invitation e-mail to activate and set up your account. Did you not receive an activation mail? Contact your supervisor / contact person for OGSM Software. Use your password and username / your e-mail address to log in via https://login.ogsmsoftware.com/

You can change your personal settings via your name at the top right → My settings. If you click on the OGSM Software logo via the menu at the top left you will always return to the OGSM page.

OGSM software supports Single Sign On for Microsoft Azure, Outlook, Google and OKTA. Click on the logo of the program with which you want to log in and through. Single Sign On. Check the “Remember me” button to remember your username and password.

OGSM Software has three different user roles.
Admin: can see and edit everything
Manager: can edit and add elements freely. Cannot invite new users or set user rights. 
User: can only edit elements he/she is owner of. They cannot add anything.
A Manager can also be made OGSM Owner. If an user is an OGSM Owner he/she has Admin rights for this specific OGSM.

No not unless they have been given the edit rights to do so. Please refer to the “Permissions” section of the user guide for further information.

For other FAQ worthy questions which you are missing on our FAQ page please contact us.

2. Creating your OGSM

Click on the “Objective” to edit it. Click under Name OGSM “to edit the OGSM name.
Click on the plus sign or on the “add new” popup to add a new goalset. Select whether it is a what or how set. Click on the red trash can to delete a goal (set) and on the yellow pencil to edit the goal (set) or add goals to the set. You can edit the text in the screen by clicking on it.

Split goals in sub KPI’s by adding sub KPI’s that directly effect the Goal. Or select these existing goals or dashboard measures by clicking the “select” button and selecting from the list the KPIs that are directly part of / directly effect the Goal.

Click on the plus sign to add a new strategy. Click on the red trash can to delete the strategy and on the yellow pencil to edit it. Or you can edit the text in the screen by clicking on it.

Fill in the fields. The owner responsible for this strategy, indicates the status and receives the updates regarding this strategy. By opening Dashboard measures or Actions via the arrow you can add measures / actions, edit and see the status.

Adding, editing and deleting works the same as with strategies. But if you click on the yellow pencil, the “Graph” or “Details” pop-up opens. This depends on the values entered so far. You can switch between these pages via the tabs:

Details
State whether it is a what or a how measurement. Enter the start and end date and corresponding values. The graph is generared based on this values. Enter the measurement period and update frequency. Based on this, the owner receives an automatic request to update the status.

Graph
The graph shows the actual progress (based on entered values) and the forecast (based on start / end date). You can see the entered values via the arrow and enter a new value (progress) manually.

Click on the plus sign or on the “Add new” popup to add a new action set. Fill in the fields. The owner is responsible for this promotion, indicates the status and receives the updates. You can add more team members by clicking on the arrow next to ‘Team’.

Yes! You can activate the option to add risk to your actions via the “MENU” button in the top left. Then click on ‘Administration’ → ‘Workplace settings’ → ‘Workplace settings’ → other. Check the “OGSM contains Risks” option. Open the action where the risk applies. Scroll all the way down in the action format. The “Risks” function button is now displayed at the bottom. Click on this “Risks” button and add the desired content.

For other FAQ worthy questions which you are missing on our FAQ page please contact us.

3. Managing the OGSM

Make your browser window more narrow or wider until the software displays “A4” (approximately 0.71) Go to screen and select ‘export PDF’ The software gives a warning (top right) if the OGSM does not fit on 1 A4
You specify the frequency with which e-mails should be sent to the owners of a goal or measure in the ‘status update frequency’ text box in the details section of an action. Furthermore, you can send a status update request by clicking the ‘send status update request’ button in the details sections of an action. The action owner will receive an email with a direct link to an update screen to update the requested action.

No in your settings you can enable the email updates for all items allocated to you in one go. (see “User settings in the user guide)

After you have added an update to a goal, strategy, measure or action please save the activity and refresh the page. Also make sure the start and end date of the updated item are still in the correct time frame to make sure you do not update an item that has already ended.

You can filter the actions (top left in Measure Action Plans). E.g. you can hide all actions that are done. A warning sign appears when the filter is on.

For other FAQ worthy questions which you are missing on our FAQ page please contact us.

Other questions which are missing in our FAQ?

For other FAQ worthy questions which you are missing on our FAQ page please contact us.

Linkedin

OGSM Software
Europalaan 2
3526 KS Utrecht
The Netherlands

info@ogsmsoftware.com
(+31) (0)6 13 36 04 53

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