This is an example user guide. Your site would be customized to your audience and selected features. Example User Guide The Blue Ocean® 1 Contents Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Home Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Channel Pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 The Blue Ocean Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 My Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Learning / Performance Management. . . . . . . . . . . . . . . . . . . . . . . 36 Appreciation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 revision 6.4.2013 2 Getting Started The Blue Ocean® 3 Getting Started It all starts with a vision. At The Blue Ocean, we believe strongly in the power of vision. A personal vision that guides your thoughts and dreams. A company vision that unifies a group of individuals in a collective purpose. Our mission is to provide your company a set of tools that support you in turning your individual and company vision into reality. The Blue Ocean specializes in “strategic communication” — the intertwining of marketing, web development, learning/document management and return-on-investment methodology to help you connect your company, customers, and community. We offer you a focused team of marketers, programmers, web developers, graphic designers, administrators, consultants, filmmakers and project managers specializing in this new technology. We are honored to be your partner and to assist in your future success. 4 Getting Started The Blue Ocean® 5 The Home Page The home page is your portal to the many powerful features in your Blue Ocean web solution. Since so much of the site is customizable, your company can offer various features that may vary from this user guide. 6 The Home Page Custom-branded to your logo and colors, the home page features a traditional navigation bar, login, video player and advertisements. The ads will change periodically, so you’ll want to check back frequently to discover the latest programming and company news. The Blue Ocean® 7 Login Search Depending on your needs, your site can be set to display both public and private content. Public content could be content you’d like your customers or potential customers to see. Once you log in, you’ll be able to search for people, keywords, categories, wikis and more. Since your site is role-based, a secure login will allow you to control what private information people see, including channels, learning paths, newsfeeds and more. 8 The Home Page Above the Nav bar, you’ll see a place to log in. Type in your username and password and hit enter or click the blue arrow. Your username most likely follows the format firstname.lastname and your password is likely the last four digits of your social security number. People Finder Throughout the site, you’ll find references to the People Finder — a telephone, email and profile directory. If you have any trouble, you can click “Forgot Password” and we’ll email your password to you, or you can email your system administrator for assistance. The Blue Ocean® 9 Channel Pages Programming is viewed by going to a channel page. Depending on your site, you’ll be able to view custom company programming, as well as selections from The Blue Ocean Network. 14 Channel Pages Channel Guide Channel Page To see the channel guide, simply roll your mouse over the navigation bar or click the tab. If you haven’t logged in yet, you’ll notice you can only see public programming. Once you log in, you’ll see all the channels available to you. Since the site is role-based, you may see slightly different channels than your coworkers. On a channel page, you’ll notice programming featuring films, resources and documents. The Blue Ocean® 15 Film To watch a video, simply click the icon and a popup player appears. In addition to the normal features you’d expect to find in a video player, you will also see an additional set of tools along the bottom of the player. Single Player Series Player If it’s a single video, the player will simply play that video complete with a description, set of tools and resources. If it’s a series player, you’ll still have access to the description and tools, but also a playlist on the right. Depending on your site, tools include share, favorite, test, guru and ask a question. You’ll also be able to view any documents or resources associated with the film. 16 Channel Pages The Blue Ocean® 17 Resources Unlocking the vast knowledge available on the web, each channel and video player offers resources that allow you to further explore a topic. Documents We’ll constantly work with your company to research and provide you with resources including wikis, important books, articles, websites and links to subject matter experts. Your site also comes with a document management system. Throughout the site, documents can be linked and connected to films and resources, and searched for key terms. If you’ve found a great resource or read a good book, let us know and we can share it with your entire company. 18 Channel Pages The Blue Ocean® 19 Vision The Blue Ocean Network Depending on your company needs, The Blue Ocean Network is available to suppliment your current content. Often, companies need training on employment law, safety, service, and other important topics. We have that available for you! A place for company leaders to cast a vision that leads us into the future. This can include State of the Company addresses, quarterly updates, and a visual look your company vision in action. News The news channel is the place for periodic stories on company intiatives, policy changes, new products, services and innovations. Filled with interviews and behind-the-scenes segments, the news channel is a great way to recalibrate your vision and recognize your employees. Life A channel focusing on personal development, ranging from general success principles to a fun look at personality. 20 The Blue Ocean™ Network The Blue Ocean® 21 My Page Here it is, the page just for you! We call it the “My Page” page and it’s similar to other social networking sites like Facebook or LinkedIn. Your Profile. . . . . . . . . . 30 Newsfeeds. . . . . . . . . . 32 Messages . . . . . . . . . . . 32 You can edit your profile, add a picture and change information — read the latest newsfeed, check messages, add colleagues, travel through your learning path, and reminisce in your storybook. Colleagues. . . . . . . . . . 33 The “My Dashboard” area is where you’ll see key statistics on your learning progress, as well as access apps. Apps. . . . . . . . . . . . . . . . 34 28 My Page Learning Path . . . . . . . 33 Story Book . . . . . . . . . . 34 The Blue Ocean® 29 Your Profile Your profile allows you to share your information with colleagues, as well as links to your personl social media pages. Edit Profile Uploading a Photo The Blue Ocean allows you to edit certain aspects of your profile. You can add a photo, change privacy settings, update personal information, change your password and add social media links. Check with your company for information you are able to edit. Similar to uploading a photo to your favorite social media site, your site allows you edit your photo. You have a couple ways to accomplish this task. Straight Upload: If you have a nice digital photo, simply click “Choose Pic” and upload. Facebook Option: Go to your Facebook page, click your profile picture and drag it to your desktop. Next, go back to The Blue Ocean site, edit profile area and click “Choose Pic.” Find the Facebook photo you just downloaded to your desktop and upload. Send to Support: If you’d like The Blue Ocean support team to upload your photo for you, email it to support@theblueocean.tv 30 My Page The Blue Ocean® 31 Newsfeeds Messages Colleagues Learning Path Employees get the latest company news, including announcements, executive messages and recognition. Receive various messages, notifications, and alerts in the message area. Employees can select coworkers to form groups for collaboration, send messages, quick reference, and/or workgroups. Employees travel through training programs, earning certificates and points (more on page 36). 32 My Page The Blue Ocean® 33 Story Book Apps Every employee gets their own Story Book, tracking their career from hire date, through recognition, milestones and more. In your My Dashboard area, you’ll notice a variety of apps. These will differ depending on your company needs and your role in the company. 34 My Page Art House People Finder Thank You Store Calendar Suggestion Box Personality Study Gradebook Wiki Tutorials The Blue Ocean® 35 Paths Learning Becoming a learning organization is critical to thriving in today’s marketplace. Your site has a very powerful learning managment system built in to ensure everyone gets a quality education. Certificates and Degrees Each role has a predefined path of both required and elective certificaitons. Here, you can travel through your path, simply clicking the link to watch the film, read the document, or complete the project. Honors Once you complete a degree or certification, you can go to the Honors sub tab and check and/or print your recognition. Points As you complete tasks, you will accumulate points. Points are just a fun way to measure your progress and compete with your coworkers. 36 Learning The Blue Ocean® 37 Performance Management Managing expectations and holding people accountable is the heart of good leadership. With The Blue Ocean’s Virtual Assistants and Performance Management tools, you’ll be able to monitor each of your staff’s progress, complete evaluations, keep personal notes, and coach them along the way. 38 Performance Management Grade Book The Grade Book app allows leaders to check on the progress of their staff. To access an employee’s profile, simply click their name and their profile appears in the profile player. The Blue Ocean® 39 Appreciation Recognition is consistently listed by employees as something they don’t get enough. With your site we’ve created many ways to say Thank You in order to build a culture of appreciation. As described in the Performance Management and Learning sections, we’ve created ways for leaders to reward employees with certificaitons, public acknowledgement and messaging. Thank You Store MARCH 1 One app you’ll notice is the Thank You Store. This is where you can publicly recognize someone or send them a thank you card. And whenever you receive a card, you’ll get an email notification and it will be stored in your Story Book. 6 7 8 2 9 3 10 4 11 5 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Office Art Scrapbooking Collector’s Items 44Appreciation The Blue Ocean® 45 Index Search for areas of interest within The Blue Ocean solution. 48Index Advertising . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Appreciation Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Apps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34, 42 Blogs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Calendar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Certifications/Degrees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34, 37 Channels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14, 15 Collaboration/Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33, 43 Colleagues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28, 33, 42 Communication Technology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Consulting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Customer Service Training. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Document Management. . . . . . . . . . . . . . . . . . . . 5, 15, 16, 17, 19, Edit Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28, 30, 31 Facebook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5, 7, 12, 28, 31 Favorites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Film . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5, 15, 16, 17 Flickr . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5, 7, 11, 13 Grade Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35, 39 Home Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Human Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23, 36 Learning Management. . . . . . . . . . . . . . . . . . . . . . . . . . 5, 35, 39, 40 Learning Path. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28, 33, 36 Leadership Training. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23, 24 Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Linkedin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5, 7, 13, 28 Log in. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Marketing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5, 6, 47 Messaging. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28, 32 My Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28, 29, 30, 32, 34 Newscast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Newsfeeds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28, 32 New Hire Training. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 People Finder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9, 35 Personality Training. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Personal Development. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Points. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34, 37 Player. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16, 17 Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11, 15, 16, 17, 18 Recognition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10, 21, 34, 37, 44 Sales Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Sexual Harrassment Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Social Media . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5, 12, 13, 26, 30 Story Book. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28, 34 Suggestion Box. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 46 Support/Tutorials. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46, 47 Testing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36, 39 Thank You Store. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44, 45 The Blue Ocean. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4, 45 The Blue Ocean Network. . . . . . . . . . . . . . . . . . . . . . . . . . . 5, 14, 20 Twitter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5, 7, 12 University. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Video. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7, 15, YouTube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5, 12 Vision. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4, 5, 17, 21, 23 Virtual Assistants. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Wellness. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Wiki . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36, 42 The Blue Ocean 49 Designed by The Blue Ocean