Agree who enters, who reviews, who approves, and how often.

This is part of Strategize (Weeks 3-4): prioritise material categories and agree the operating model.

Before you start

  • You have a JIVA account and can sign in.
  • Your organization is registered and at least one site is set up.

Steps

  1. Sign in to JIVA and open Self-Implementation.
  2. Choose what you want to work on: the organization, a site, a reporting period or a product.
  3. Follow the on-screen prompts to agree your operating model and reporting cadence.
  4. Review what you entered. Attach evidence where it applies.
  5. Save. Your changes are available to your team straight away.

Screen names and button labels in these steps are placeholders. Confirm them against the live product before publishing.

What you get

This step is complete and recorded in JIVA. Your team can see it.