O2D Overview - Part 2: Setting up an Opportunity

[Music plays and CSIRO logo and text appears: SROM: Opportunity to Delivery, System and Process]

[Text appears: Introduction to the O2D System, Part 2: Creating an Opportunity]

[Image changes to show the CSIRO O2D webpage]

Narrator: Let’s have a look now at how you might go about setting up a New Opportunity. 

[Image changes to show the instruction bar across the top of the webpage highlighted and then image changes to show the Opportunities screen and the cursor moves up and down the list on the page]

So we can navigate to the Opportunities section of the system and here we have a list of all the Opportunities. 

[Image changes to show a selection panel on the side of the Opportunities screen]

You can set this to show just your Opportunities or you can do things based on a range of different criteria.  There’s also the searching functionality I showed you before with the projects. 

[Image changes to show the cursor clicking on the plus sign in the left hand corner of the screen]

In this case we are going to start a new one so we will click on this plus up here to create a New Opportunity. 

[Image changes to show the New Opportunity page]

So now we’ve landed on the New Opportunity page.  So here we are at the first step of entering a New Opportunity into the system. 

[Image shows the cursor moving up and down the fields on the New Opportunity page]

We’re at the create stage and for the create stage there is some basic information that the system requires us to enter and they’re denoted by these red asterisks in this ribbon or down in the main body of the form. 

[Image shows typed information appearing in the various fields on the New Opportunities page]

So let’s enter in a title, a description would be useful here.  Just for the sake of demonstration I won’t enter in all that information, a start date... which I can either use that tool or I can add in dates and here we going to enter an end date using the keyboard directly.  Then I have to enter in the probability that this Opportunity will get funded and then talk about the strategic alignment.  So either it does align or you can argue that it’s not aligned but it’s still worth doing.  I’m going to say this one does align with an impact statement. 

[Image shows a drop down box appearing under the Strategic Alignment section of the page]

So we can go in here and search for an Impact Statement.  So we scroll down, look up some more records. 

[Image shows a Look up Record drop down box appearing and then typing appearing in the various fields and then the camera zooms in to show three programme titles appearing]

This is going to go in the Low Emissions Technology Programme so I’ll search for that and I get these three programmes. 

[Image changes to show the cursor clicking on the link and then another page appearing entitled Technologies and systems for low emission power, H2, a...]

Now if I click on the link it’ll take me to description of that Impact Statement which is not what I want to do. 

[Image to Look up Record drop down box and then shows the cursor clicking on the Add box at the bottom of the box]

What I want to do is actually select it which it is here with this little arrow and add that. 

[Image changes back to the New Opportunities page and then image shows the cursor clicking on the Save box in the top left hand corner of the page]

Then I write my justification in here.  Then importantly I need to save it. 

[Image changes to show the Perpetual Motion page]

And that’s all you need to do to go through the first step of creating an Opportunity. Now I skipped over a couple of features of the system in that last section that I’ll point out to you now. 

[Image shows the cursor pointing to the Save box in the top left hand corner of the page]

You can save a document up here as you’re going along and you have to actively save this.  It doesn’t auto save. 

[Image shows the cursor pointing to the New box on the Perpetual Motion page]

If you need to create a new opportunity you can do it directly from in here. 

[Image shows the cursor pointing to the Manage Documents box on the Perpetual Motion page]

If you find any bugs you can report them and Manage Documents creates a share point site that lets you upload any documents that you might need so like a project proposal or something like that.  This gets automatically created later on to incorporate the C.C.F. at this release. 

[Image shows the cursor pointing to the Qualify stage on the ribbon bar across the Perpetual Motion page]

This little arrow shows the stage we’re at.  So I’ve already clicked on the next stage and so we’ve come up to the Qualify stage.  We’re ready to go to that. 

[Camera zooms in on the cursor pointing to the text fields on the Perpetual Motion page]

As I said before some of these fields are text fields which you can edit directly.  Some of them are date fields and some of them have search things for structured data. 

[Image shows the cursor pointing to a padlock and a red asterisk symbol on the Perpetual Motion page]

Anything with a padlock on it you can’t edit and as I said at each stage anything with a red asterisk is mandatory to go on to the next... to go to a following stage.  What I’m putting in here in this demo is not the sort of information that you would need obviously if you said that the alignment because it is and it was approved then both you and your delegate should face some stern questioning.  I can’t tell you what you need to put into each of these fields exactly.  That will be between the project proponent and the final approver and the endorser and so the decision guide or the decision making tool that I talked about in the Overview of the O2D process provides some guidance on this but ultimately it’s up to the proponent and the approver to work out what is required.  

[Image changes to show a drop down box with the O2D Decision Making Tool]

Now the decision guide you can link to directly from within here.  So you can go directly to that helpful document and there’s other help all the way through here. 

[Image changes to show the cursor hovering above the fields under the Strategic Alignment section and drop down boxes appearing]

Also if you hover over the text at the heading of a field it gives some information about what might be required in each of those fields. 

[Image changes to show the cursor scrolling up and down the page]

So that’s a bit of an overview of some of the system information that goes along with O2D.

[Music plays and CSIRO logo and text appears: CSIRO Big ideas start here, www.csiro.au]