User:Maimai

Create a login for a bank to CEM Bank setup

Step 1 - Create a user

• Resource template: CEM Bank User
• Extra resource access:

Step 2 - Create a group

• Resource template: Standard Group
• Extra resource access:
• Optimization: a new group resource template?
• Add the user in step 1 to the new group

Step 3 - Create a folder

• Name: Bank name
• Parent resource: CATINET\Projekt\Catglobe - opgaver\CAT7964 - Udvikling af Research Produkter\8386CAT - CEM BANK Intelligence

Step 4 - Create data cache

Create a questionnaire cache (used in realtime elements)

• Name: CEM Bank - [Bank Name]
• Parent: folder created in Step 3
• Questionnaire template: CEM - Existing clients, Bank (Pilot 01)
• Questionnaire: 8386cat - CEM Bank Intelligence
• Conditions
  • Include all except test data
  • Filter on question Q4, value = [bank's answer option value]

• Columns: Q4, Q25, Q35, Q110, StartDate

Step 5 - Create MyPortal elements

Location for diagrams: folder created in Step 3

Elements created for each bank:

MyPortal Name	Resource Name	Diagram Name
Top 5 performance	CEM Bank - [Bank Name] - Top 5	CEM Bank - [Bank Name] - Top 5
NPS Udvikling	CEM Bank - [Bank Name] - NPS udvikling	CEM Bank - [Bank Name] - NPS udvikling
Vigtighed: bankøkonomi	CEM Bank - [Bank Name] - Forventer sund bankøkonomi	CEM Bank - [Bank Name] - Sund økonomi
Kundeafgang	CEM - [Bank Name] - Kundeafgang	CEM Bank - [Bank Name] - Kundeafgang
Realtime kundeklager	CEM Bank - [Bank Name] - Realtime kundeklager
Realtime rådgiver input	CEM Bank = [Bank Name] - Realtime rådgiver input

Common elements shared among banks:

MyPortal Name	Resource Name	Diagram Name
CEM Databank	CEM Bank Intelligence - Note
Fordeling NPS	CEM Bank - Fordeling NPS	CEM Bank - Fordeling NPS
Klageoversigt	CEM Bank Intelligece - Complaints	CEM Bank Intelligence - Complaints

In order to have those elements shown in MyPortal Page, we need to:

• Grant observer resource access to the elements for the group created in Step 2
• Push the elements onto the group's page

Step 6 - Monitor site setting

Monitor: 8386CAT - CEM BANK Intelligence

• Locate the group created in step 2
• Edit monitor access for that user

• Select only Bank among the top level items

• Under Bank - Salg - Kunder - Klager, select:
  • Klageoversigt - tracking
  • Klageoversigt
  • The current bank (Sydbank for example)