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Settings

Settings

Owned by Admin
Last updated: Oct 20, 2024
5 min read

In SHARA, you have full control over how to coach (manage) your teams using the Scrum framework that best fits your organization. Whether you want something ready-made or completely customized, SHARA’s got you covered!

To create and configure frameworks, you need Admin access. Please follow this link to configure app roles, or contact your administrator for assistance.

Navigate to the Settings

  1. From the dashboard, find the left-hand menu.

  2. Click Settings and you’ll land on the page where you can create and configure frameworks.

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Frameworks

 

What Can You Do with Frameworks?

  • Import a Global Framework: Don’t want to start from zero? Simply import a pre-configured global Scrum framework, and you’re ready to manage your team in seconds.

  • Customize an Existing Framework: Already have a framework in mind but need to tweak it to fit your organization’s style? No problem. You can modify an imported global framework to suit your organization’s unique standards.

  • Create Your Own Framework: Want to go fully custom? Build your own Scrum framework from scratch. Start with a blank canvas and create something truly unique.

I. How to Create a Framework

 

Creating a new framework is simple! Just follow these steps:

  1. Click on the “Create Framework” Button: Look for this button on the right side of the page.

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  1. Fill Out the “Create Framework” Page: You’ll need to complete the following fields:

    1. Framework Type: Select the type of framework you want to create.

    2. Name: Enter a name for your framework (e.g., Scrum Framework v1.0).

    3. Description: Provide a brief description that captures the essence of your framework.

    4. Define Team Maturity Levels: For each team’s maturity level, enter a definition:

      1. Weak Definition

      2. Average Definition

      3. Good Definition

      4. Great Definition

    5. Create Your Framework: Once you’ve filled in all the mandatory fields, click the “Create” button. Your new framework will then appear in the Frameworks list.

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II. How to Import a Global Framework

 

Importing a global framework is just as easy! Here’s how:

  1. Click on the “Import Global Framework” Button: This button is also on the right side of the page.

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  1. Click on the “Import” Button: After this, the imported global framework will appear in the frameworks list.

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  1. Manage Your Frameworks: You can edit, move up, move down, or delete any created or imported framework by selecting it from the list and clicking the corresponding button on the right side.

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  1. Activate Your Framework: To activate an imported or created framework, click the “toggle” button while in Edit mode.

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  1. Add Coaching Teams: Once your framework is activated, you can start adding new coaching teams from the Coaching Teams page.

Components

 

In this section, you can easily configure both imported and created frameworks. You can enhance your frameworks by adding new components, sub-components, and criteria, or by editing existing components, sub-components, and criteria that come from global frameworks.

I. How to Configure an Imported or New Created Framework

 

  1. Select Your Framework: From the “Framework” field, choose the imported or newly created framework you want to configure. Once selected, you’ll see all the components, sub-components, criteria, and suggestions that come pre-filled with the imported framework.

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  1. Explore the Tree Structure: Each component is organized in a “tree” structure, making it easy to navigate and edit specific items.

  2. Understand the Tree Hierarchy: The tree structure consists of four levels:

    1. First Level: Component

    2. Second Level: Sub-component

    3. Third Level: Criteria

    4. Fourth Level: Suggestion

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  1. Create a New Component: To add a new component, click the “Create” button on the right side of the page.

  2. Enter Component Name: In the Component field, type the name of your new component.

  3. Define Maturity Levels: Add specific definitions for each maturity level:

    1. Weak

    2. Average

    3. Good

    4. Great

  4. Save Your Component: Click the “Create” button to save the added component and any filled data.

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  1. Manage Items in the Tree Structure: You have the same options for each tree level:

    1. Add: Introduce new components, sub-components, criteria, or suggestions.

    2. Delete: Remove any unwanted items.

    3. Sort Items: Use the “Move Up” and “Move Down” buttons to arrange items as needed.

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  1. Complete Mandatory and Non-Mandatory Fields: Each tree level (Component, Sub-component, Criteria, Suggestion) includes specific mandatory and non-mandatory fields that you must complete.

  2. Activate or Deactivate Items: You can activate or deactivate all items in the tree by clicking the toggle button.