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| = Create a login for a bank to CEM Bank setup =
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| == Step 1 - Create a user ==
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| *Resource template: <span style="color: #ff0000">CEM Bank User </span>
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| == Step 2 - Create a folder ==
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| *Name: [Bank Name]
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| *Parent resource: <span style="color: #ff0000">CATINET\Projekt\Catglobe - opgaver\CAT7964 - Udvikling af Research Produkter\8386CAT - CEM BANK Intelligence </span>
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| == Step 3 - Create a group ==
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| *Resource template: <span style="color: #ff0000">Standard Group </span>
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| *Parent resource: folder in Step 2
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| *Add the user in step 1 to the new group
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| *Add navigation to My Portal page for the group
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| [[Image:Group navigation access.png]]
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| == Step 4 - Create data cache ==
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| Create a questionnaire cache (used in realtime elements)<br>
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| *Name: <span style="color: #ff0000">CEM Bank - [Bank Name]</span>
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| *Parent: folder created in Step 2
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| *Questionnaire template: <span style="color: #ff0000">CEM - Existing clients, Bank (Pilot 01)</span>
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| *Questionnaire: <span style="color: #ff0000">8386cat - CEM Bank Intelligence </span>
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| *Conditions
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| **Include all except test data
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| **Filter on question <span style="color: #ff0000">Q4</span>, value = [bank's answer option value]
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| [[Image:CEM Bank - DCS setting.png]]
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| *Columns: <span style="color: #ff0000">Q25, Q35, Q110, StartDate </span>
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| Rebuild the data cache.
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| Assign observer access to the group created in Step 3
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| == Step 5 - Create diagrams ==
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| Location for diagrams: folder created in Step 2<br>
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| === Top 5 performance ===
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| [[Image:Nordea - Top 5.png]]<br>
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| *Name format: <span style="color: #ff0000">CEM Bank - [Bank Name] - Top 5</span>
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| *Stylesheet: <span style="color: #ff0000">CEM Bank Intelligence - My Portal</span>
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| 1. Open diagram: <span style="color: #ff0000">CEM Bank - Danske Bank - Top 5 - Copy 1</span>, click Save as button to make a copy, name it as the current bank<br>2. Open the new diagram, change the expressions to use the current bank instead of Danske Bank (by changing the condition for <span style="color: #ff0000">Q4</span>)<br>
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| [[Image:Top 5 Performance 1.png]]<br>
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| 3. Change inline stylesheet to include 5 custom labels<br>
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| <br>
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| {| border="1"
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| |-
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| ! Label
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| ! X
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| ! Y
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| |-
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| | God online løsning
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| | 17
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| | 47
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| |-
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| | Kompetent rådgivning
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| | 82
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| | 47
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| |-
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| | Yder personlig service
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| | 80
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| | 95
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| |-
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| | Behandler mig seriøst
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| | 22
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| | 95
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| |-
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| | Nemme at kontakte
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| | 52
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| | 5
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| |}
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| === NPS Udvikling ===
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| [[Image:Nordea - NPS Udvikling.png]]<br>
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| *Name: <span style="color: #ff0000">CEM Bank - [Bank Name] - NPS udvikling </span>
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| *Stylesheet: <span style="color: #ff0000">CEM Bank Intelligence - My Portal - Danske Bank </span>
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| *Steps:
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| **Open <span style="color: #ff0000">CEM Bank - Danske Bank - NPS udvikling </span>
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| **Save as the new diagram
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| **Change <span style="color: #ff0000">Q4 </span>condition in expressions
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| [[Image:Nordea - NPS - 2.png]]
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| === Vigtighed: bankøkonomi ===
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| [[Image:Nordea - Sund økonomi.png]]
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| *Name: <span style="color: #ff0000">CEM Bank - [Bank Name] - Sund økonomi </span>
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| *Stylesheet: <span style="color: #ff0000">CEM Bank Intelligence - My Portal - 2</span>
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| *Steps:
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| **Open <span style="color: #ff0000">CEM Bank - Danske Bank - Sund økonomi </span>
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| **Save as the new diagram
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| **Fix <span style="color: #ff0000">Q4 </span>condition in the expressions to have the current bank's answer option value
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| [[Image:Nordea - Sund økonomi 2.png]]
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| === Kundeafgang ===
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| [[Image:Nordea - Kundeafgang.png]]
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| *Name: <span style="color: #ff0000">CEM Bank - [Bank Name] - Kundeafgang </span>
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| *Stylesheet: <span style="color: #ff0000">CEM Bank Intelligence - My Portal </span>
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| *Steps:
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| **Open <span style="color: #ff0000">CEM Bank - Danske Bank - Kundeafgang </span>
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| **Save as the new diagram
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| **Fix <span style="color: #ff0000">Q4 </span>condition in the expressions to have the current bank's answer option value
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| [[Image:Nordea - Kundeafgang 2.png]]
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| == Step 6 - Create MyPortal elements ==
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| === Common elements shared among banks ===
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| {| border="1"
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| ! MyPortal Name
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| ! Resource Name
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| ! Diagram Name
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| | CEM Databank
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| | CEM Bank Intelligence - Note
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| |-
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| | Fordeling NPS
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| | CEM Bank - Fordeling NPS
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| | CEM Bank - Fordeling NPS
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| |-
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| | Klageoversigt
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| | CEM Bank Intelligece - Complaints
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| | CEM Bank Intelligence - Complaints
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| |}
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| === Create Portal elements for each diagram created in step 5 ===
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| {| border="1"
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| |-
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| ! MyPortal Name
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| ! Resource Name
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| ! Diagram Name
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| |-
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| | Top 5 performance
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| | CEM Bank - [Bank Name] - Top 5
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| | CEM Bank - [Bank Name] - Top 5
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| |-
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| | NPS Udvikling
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| | CEM Bank - [Bank Name] - NPS udvikling
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| | CEM Bank - [Bank Name] - NPS udvikling
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| |-
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| | Vigtighed: bankøkonomi
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| | CEM Bank - [Bank Name] - Forventer sund bankøkonomi
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| | CEM Bank - [Bank Name] - Sund økonomi
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| |-
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| | Kundeafgang
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| | CEM Bank - [Bank Name] - Kundeafgang
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| | CEM Bank - [Bank Name] - Kundeafgang
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| |}
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| === Realtime kundeklager ===
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| [[Image:Realtime kundeklager.png]]<br>
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| *Create a user-defined portal element with name: <span style="color: #ff0000">CEM Bank - [Bank Name] - Realtime kundeklager</span>
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| *Open <span style="color: #ff0000">CEM Bank - Nordea Bank - Realtime kundeklager</span> element
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| *Copy the script in default language, locate function <span style="color: #ff0000">getDCSData</span>, replace <span style="color: #ff0000">dcsId</span><span>'s value</span><span style="color: #ff0000"> </span>with the id of dcs created in Step 4
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| [[Image:Realtime kundeklager2.png]]
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| *Save the element
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| === Realtime rådgiver input ===
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| [[Image:Realtime radgiver input.png]]<br>
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| *Create a user-defined element with name: <span style="color: #ff0000">CEM Bank - [Bank Name] - Realtime rådgiver input </span>
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| *Open <span style="color: #ff0000">CEM Bank - Nordea Bank - Realtime rådgiver input</span> element
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| *Copy the script in default language, replace <span style="color: #ff0000">dcsId</span>'s value with the id of the dcs created in step 4
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| [[Image:Realtime radgiver input2.png]]<br>
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| *Save the element
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| === Show the elements in MyPortal Page ===
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| *Grant observer resource access to the elements for the group created in Step 3
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| *Add the elements to CEM Bank User resource template
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| [[Image:Myportal push.png]]<br>
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| [[Image:Myportal push2.png]]<br>
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| == Step 7 - Monitor site setting ==
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| Monitor: <span style="color: #ff0000">8386CAT - CEM BANK Intelligence</span><br>
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| *Locate the group created in step 3
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| *Edit monitor access for that user
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| [[Image:CEM Monitor Access 1.png]]
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| *Select only Bank among the top level items
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| [[Image:CEM Monitor Access 2.png]]
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| *Under Bank - Salg - Kunder - Klager, select:
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| **Klageoversigt - tracking
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| **Klageoversigt
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| **The current bank (Sydbank for example)
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| [[Image:CEM Monitor Access 3.png]]
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