Portal Design Worksheet
Use the Portal design worksheet to assist you in creating a Portal.
Before creating a Portal, you should ask yourself some basic questions to help drive the design.
Question | Consideration | |
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1. | Who is your audience (in other words, who are your Customers)? | |
a. | Are your Customers internal employees? External? Both? |
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b. | Are your Customers experienced? IT personnel who can complete tasks by themselves? Novice Customers who need guidance? Both? |
Tip: Expose Customers only to the information they need. |
c. | Do your Customers have different interests (different Teams/different responsibilities (example: General Status for Managers, Requesters of IT.) | |
d. | Are your Customers International? | |
2. | What will your Customers need to do in the Portal? | |
a. | Will your Customers view/monitor data (Reports, Dashboards)? Interact with data (Action Catalog/create Incident or Service Request)? Both? |
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b | What activities do your Customers need on a Site (example: run a Report, create an Incident, access documents (Doc Repository)? |
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c. | Will your Customers need searching capabilities? |
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d. | Will your Customers need to access documents? |
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e. | Will your Customers need to access other websites? |
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3. | Will your Customers need access to data other than their own? | |
a. | Will your Customers need to view/edit other Customers' records? |
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4. | Will different Customers need different Security? | |
a. | Will you allow Customers to access data without logging in? |
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b. | Will you require a login? |
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c. | Will some Customers need view-only rights? Will some need edit rights? |
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