How do people generally find information that is stored in Agile?
If someone is just interested in some data that is stored in Agile so that they can make other decisions, what are the best practices that people use to get this if they are not trained on Agile?
Agile provides robust security framework for accessing information. Accessing the information in Agile is provided using roles,privileges, criteria. Agile provided OOTB roles, privileges and criteria for rapid implementation. If they do not match. it provides capability to create new set of privileges, criteria and roles. OOTB roles are assign directly to users. the assigning of roles to users is many to one mapping. many to one mapping indicate the hierarchical nature of User function in PLM. However, Best practice is to leverage usergroup to map the roles and assign the users to usergroup. this helps organization to define clear information model in hierarchical format. End state of information model in hierarchy can be identified either Pyramid way or Inverted Pyramid. This way information access and management can easily maintained.
Agile PLM is very beautiful software as far as retrieving information is concerned.
There are two searches available from GUI, 1. simple search and 2. advanced search
You can configure the output as you desire (selecting the information you want in output)
The output you can export into excel for further analysis if you want to
Please refer some help document for using Advance search although it is very simple you can learn yourself within no time
if you use the simple search (or wild search) this will give you all type to data which matched to your criteria, but if you want some specific type of data then use advanced search. One more important point that we have to keep in mind it data categorization.
if we categorize the data correctly then it will be very easy for a person to search the relevant information without wasting the time.
Agile’s dashboard functionality is also extremely helpful for people who find themselves searching for the same set of data repeatedly. Dashboards are easily configured and are another great time saver.
Agile has a very nice searching ability. When you know that the search shall be used multiple times, save it as a personal search for the user. When there is data in the search that can be different every time you run it, make it a POP-UP, so that every time the search is runned the user can give in what he/she eants to search.
