Navigating your plan is easy once you know where everything is, so let's start with a tour of the screen.
When a user clicks on a plan name in the left-hand navigation, the plan will open on the screen. At the top of the screen you will see a header bar of options.
Plan Header Nav
Create Report: With Rova, users can make three different types of reports. There is a plan report, a measurement report and a tactic report. To learn more about creating a plan report, click here; for the measurement report, click here; for the tactic report, click here.
Edit: Clicking on the Edit button will open a modal that will allow users to edit their plans. Here users can change the name, the horizon date, plan summary and lead team members.
Archive: Clicking on Archive will archive the plan. Once a plan is archived the button will change to an Unarchive button. To unarchive, simply click the button again.
At the top of the screen, you will see your budget chart. This area shows the users the total net budget deployed as well as the remaining budget along with a visual that, at a high level, shows when your tactics have been deployed and each item's coinciding budget. In the corner of this area you will also see how many tactics have been deployed, how many tactics are remaining and how many measurements are being affected.
Right-Hand Side Bar Nav
In the left-hand side bar you will see your plan's overall progress, what is upcoming this month, the notes section, the plan summary and the file suppository.
Progress: In the Progress section, you will see an overall visual representation of how many measurements are on track, slightly off track, need attention and are tied to tactics yet to be deployed.
Upcoming: In the upcoming widget you will see any tactics that are scheduled to be deployed within the next month, as well as any measurements that are scheduled to have added activity within the rolling month.
Notes: In the notes section Rova users have the option to leave public notes or private notes simply by toggling back and forth between Agency and My tabs. Public notes can be seen by everyone assigned to that plan. Private notes can only be seen by the user who enters them.
Plan Summary: The plan summary will appear below the notes section. The plan summary can be seen by everyone on the team and edited by clicking the yellow edit button at the top of the screen.
Files: All reports generated and downloaded within Rova will be housed in this files section. Users can also upload files and keep them here. These files can be accessed by everyone and easily deleted if they're no longer needed.
Below the budget chart, you will see a dropdown for roadblocks. If you have overdue measurements or remaining readiness steps to complete, you will have a red badge with the number of items waiting. Each roadblock is linked so you can easily access them and once each activity is completed, they will be removed from your roadblocks.
Categories, Measurements, Tactics and Matching tool
Below roadblocks, you will see four tabs for categories, measurements, tactics and the matching tool. All of these tabs can be sorted and searched within though the S
Categories: In the categories tab users will see each of their plan's categories along with their overall progress. In each category row, you will see the category name, the number of measurements tied to that category and the number of tactics deployed out of the total number of tactics. Each row has three icons. Clicking on the edit icon will open a modal allowing the user to edit the category. Clicking on the information icon will redirect the user to the category detail's screen. Clicking on the "x" icon will delete the category.
Measurements: In the measurements tab users will see all of the measurements within that plan. In each measurement row, you will see the measurement ID code, the measurement, the SSV, the current value, the number of tactics deployed out of the total number of tactics, the activity graph and any tags attached to that measurement. Each row has two icons. Clicking on the edit icon will open a modal allowing the user to edit the category. Clicking on the information icon will redirect the user to the category detail's screen.
Users can import measurements by clicking on the import button at the bottom of the box as well as add measurements.
Tactics: In the tactics tab users will see all of the tactics within that plan. In each tactic row you will see whether or not the tactic is merged, the tactic ID code, the tactic, the total budget, the pass through cost, the number of measurements tied to each tactic, the deployment date and any tags attached to that tactic. Each row has three icons. Clicking on the open icon will open that tactic's external reference link. Clicking on the edit icon will open a modal allowing the user to edit the category. Clicking on the information icon will redirect the user to the category detail's screen.
You can add tactics one by one or import them all at once using an Excel spreadsheet. For detailed instructions on how to bulk import tactics, read this article.
Sometimes within the execution of a plan, you may want to merge two or more tactics into one. We provide a quick tool to do that while keeping all of the associated data in place, simply select one or more tactics and click the Merge button. A modal will pop up - follow the prompts to successfully merge.
Matching Tool: In the matching tool tab the user will be able to launch the matching tool. You will be able to choose from the drop down menu whether you’d like to match tactics to measurements or measurements to tactics. If you want to make sure 100% of your measurements have at least one tactic, you would choose to match tactics to measurements. If you wanted to do the opposite, you would choose to match measurements to tactics. This is really a matter of personal preference. To learn more about the matching tool, click here.