How do I access SAFe® Collaborate?
You can access SAFe® Collaborate under "Practice > My SAFe Events (Collaborate)". The first time you access Collaborate through the SAFe Community a Collaborate user is created for you.
How do I enter in-person collaboration events in SAFe® Collaborate?
You can enter your in-person collaboration events in SAFe® Collaborate as follows:
Access SAFe® Collaborate through the Community Platform
Select the profile menu in the top right
Select “Achievements”
In the top right select “Claim Credit for Producing In-Person Events.”
Select the “+” in the top right to add a new in-person Event Report
Enter the required information, including the Producers and Facilitators associated with the event, templates, and techniques used.
Review the summary report to confirm the accuracy and select “Submit Report” when finished
What browser should I use for the SAFe Community and SAFe Collaborate?
Our recommended internet browsers are Google Chrome and Mozilla Firefox. All versions of Internet Explorer are no longer supported by our site host, Salesforce, and we will not be able to troubleshoot any issues occurring on Internet Explorer. The SAFe Collaborate platform may have issues with with Safari as well.
If you have been using these browsers and still experiencing errors, you will want to make sure that your pop-up blockers are disabled, or that the Scaled Agile website is allowed through your pop-up blocker settings. You can also try clearing your cache and cookies and re-loading the website.
How do I view Item details in Collaborate?
Click on an Item on the board. This will open up a dialogue box that shows this Item’s:
Name
Item type
Item details
How do I link Items in a Collaborate Forum?
Items links can be used in Collaborate to show dependencies between items, including relationships and connections. The Facilitator of a forum can choose to enable item linking in the forum settings. If on, participants can add links in several ways:
In Board view, select an item and choose the arrow icon in the upper right
In Board view, select an item and choose the arrow icon in the item tray in the lower right of the screen
In Table view, select the arrow icon for item
In all cases, you will then be asked to choose the item to link to or from, and add an optional dependency. You can edit or delete an item link the same way, or by selecting the link on the board.
How can I find existing SAFe® Collaborate Templates?
Once you are in SAFe Collaborate, on the left side menu, choose Templates.
Notice that at the top right is a count of the templates being displayed to you. There are a few ways to narrow and filter your search for templates.
You can filter by SAFe Collaborate Engine on the top right tabs and choose Idea Engine or Decision Engine or both to see what templates are available.
You can filter templates by checking any of the options in the filter menu.
You can filter by template access in the top right tabs and choose to look at Public, Shared, or Private templates.
You can also look for templates by Template groups to look for templates by category such as “PI planning and Execution”, “Roadmapping” or “Strategy.” There are many other groupings available to explore.
Finally, at any time, as you have filtered to templates you may be searching for, you can use the search function and enter a keyword.
How do I create my own template using Idea Engine?
Once you are in SAFe Collaborate, on the left side menu, choose Templates.
To Start, you'll see a Green "Plus" icon to the right of the word "Templates" at the top of the screen.
Once you've clicked on that, you'll want to select "Idea Engine".
On the new page, you'll see that no background image has been set yet, you can upload your own or choose an existing one from the "Image" section in the left-hand navigation. Select an image and move down the navigation bar to "Guide".
The "Guide" section lets you provide a guide on how to use your template to others that might wish to use it. If you intend to share it with others, it's helpful to provide as much information as possible.
Continuing down the left-hand navigation is "Items". This lets you choose what types of items are available to be placed on your board. You can select these (one at a time) by pressing the Gree "Plus" next to "Item Types" and select an item you wish to use, name it, and click "Save". You can also provide an item description and background color if necessary.
The next section called "List" will show you what items are available in your template.
The "Regions" section will allow you to define areas of the background image to automatically receive certain info for sorting and easier viewing purposes. (As an example, it will automatically tag an item as a "Plus" for a Plus/Minus/Delta if placed in the region for "Plus" this can be useful if you only wish to use one item type). This information will be shown in the "Table View.
Finally, the "Settings" region will allow you to display the "Guide" section mentioned previously, turn on Dot Voting and a list of other features for your template.
When finished, you can click "Start" in the upper right corner to begin to schedule your event. This template will now appear in your list of templates.
What are regions in Collaborate used for?
If you have added regions to your Collaborate template, you can filter and sort participants’ answers according to where they have placed their items on the board to look at responses to a part of a template one area at a time. As with other filtering and sorting, you can do this in table view, and reset your filtering at any time.
How can I create regions in a Collaborate forum?
Start a Collaborate event. While in board view, go to the left hand menu and choose the “Regions” option.
A Regions column appears, and inside of that you can click on “Manage Regions.”
From here, you have two choices:
The Stylus tool or the Box tool
If you click on Stylus, you can then click anywhere on the board to set a starting point , and then two additional points to create a triangular region. You can move points or lines to widen or narrow the area this triangle covers. A yellow dot will appear within your triangle—clicking on this allows you to lift and move the entire triangle.
If you click on the Box, you can then click anywhere on the board to set a starting point and then three additional points to make a box or quadrilateral shape. You can move points or lines to adjust the area this box covers. A yellow dot will appear in your box—clicking on this allows you to lift and move the entire triangle.
At any time while drawing a region, with the Stylus or the box tool, you can click “Cancel” in the left hand menu to quit drawing or managing the region you’ve selected.
When you are done creating a region with either the stylus or the box, click Finish.
This will bring up a dialogue box. In this box you should name the region, add any region description, and group the region or add groups to categorize regions under. When you’ve added title, details, and group, click create.
What are SAFe® Collaborate achievements?
SAFe® Collaborate Achievements are a way to demonstrate your skills in creating and using collaboration templates, facilitating forums, and producing collaboration events. SAFe® Collaborate automatically recognizes online achievements.
We have an FAQ about how to make sure your events qualify here.
What are the fees for the SAFe® Collaborate Achievements program?
There are no fees for the program; however, individuals who wish to earn Achievements must have a fully enabled SAFe® Collaborate account to earn Achievement Credits.
How can I download the data from my Collaborate Events?
From the "Events" page in Collaborate you should see a list of all of your Collaborate Events. On the tile for the event you wish to download the data, you will see an icon with a down arrow (pictured below). This will be used to download the data for that event.
The Collaborate Resource Center enables you to get the support you need when and where you need it while you're working in Collaborate. It contains:
Help guides
Onboarding modules
Product announcements
Feedback forms (for reporting suggestions and usability concerns; please continue to report any access or performance issues via support.scaledagile.com!)
How can I find and use the Collaborate Resource Center?
You can access the Collaborate Resource Center from any page in Collaborate using the icon in the lower-left corner. The content you see in the Resource Center will be aligned to the page you are on.
Open the Resource Center often, as we will add more tips and onboarding regularly in response to your feedback and suggestions!
Why can't I see the Collaborate Resource Center icon in the lower-left corner of Collaborate pages?
Some organizations have device or security policies in place that block the visibility of Pendo resources, which is what the Collaborate Resource Center utilizes. Your security or network teams can help you troubleshoot.
You can also check to see if your browser or browser extension is blocking Pendo cookies and if your organization's device or security policies allow it, enable those cookies.
How is SAI keeping my Collaborate data private?
SAI values data privacy for all SAFe community members. Here are a few ways we are managing and protecting data in our SAFe Collaborate tool:
How does SAI manage the data from my forums?
The individual owns all data in SAFe Collaborate. Keep in mind that if you are part of an SLS and leave your company, your data will stay behind with the SLS and your previous company.
Will my forum data be saved forever? How long can I access the forum data? What if I leave a forum running indefinitely?
All user forum data is preserved as long as the account remains in good standing. Accounts which have lapsed will have their forum data subject to deletion after 60 days.
What levels of data privacy are maintained?
Refer to the Scaled Agile, Inc. Privacy Notice and Policy to learn about how Scaled Agile protects personal data.