LeanIX - Product Documentation

Welcome to the LeanIX Product Documentation. Here you will find all the basic information you need to start working with LeanIX. We provide you with well-structured information on how to get more out of LeanIX, best-practices and use-case specific guidelines. Feel free to spread this product documentation in your company and use it as a common information source to answer your colleagues’ most urgent questions.

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Fact Sheet Definition

Configure Name and Definition of a Fact Sheet

Overview

This section gives you several options of basic and advanced configurations of your Fact Sheets. As an overview, you will see the ten different Fact Sheet Types and, their description and the defined renewal periods for the Quality Seals.

If you want to have the new colors of the LeanIX Fact Sheet types on your workspace, you will find the color codes on the picture below.

Basic Fact Sheet Settings

Clicking one of the Fact Sheet Types will lead you to the Fact Sheet Settings where you are able to adapt the basic configurations of the Fact Sheet Type.

1

Singular/Plural: Enables you to change the name of the Fact Sheet Type, e.g. if you would like to change the language. The plural needs to be changed accordingly.

2

Color: Enables you to change the color of the Fact Sheet Type.

3

On-the-fly creation: If you enable "On-the-fly" creation you will be able to create new Fact Sheets, as you want to add new relationships and the related Fact Sheet is not yet available.

4

Maximal Hierarchy Level: Enables you to set the maximum hierarchy via self service.

5

Quality Seal: The drop-down menu allows you to enable/disable the quality seal feature. It will also shows you different time related options when the quality seal needs approval again. The quality Seal will be broken in any case (if enabled), when somebody who is not responsible will change data of the Fact Sheet.

Advanced Fact Sheet Settings

The advanced Fact Sheet settings will help you to do some specific adaption on the Fact Sheets Types that will help you to stay focused in regards to quality management as well contribution of new data in Fact Sheets.

1

Weight: Enables you to adapt the weight of an attribute. The higher the date, the more it will be counted into the completion of the Fact Sheet. If the value is set to "0" the attribute will be not counted into completion and the attribute will be marked with "optional" on the Fact Sheet.

2

Status: All attributes are enabled by default. By disabling atributes they will no longer be shown in the Fact Sheet and will also not count into completeness.

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Fact Sheet Completeness - best practise

The advanced settings are a great feature to get grip on tracking data completeness and stay focused in regards to adding new data. In regards to completeness, make sure what use-case you want to deliver and what data you need to do so. Afterwards set the weight of those attributes to "0" that is not needed to deliver the use-case.

To reach 100% Fact Sheet completeness be sure that you have filled out every single field in a subsection. If there is a field without data you are not able to reach 100%.

Updated 9 months ago

Fact Sheet Definition


Configure Name and Definition of a Fact Sheet

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