Explorer
The Explorer shows one item with everything connected to it, so you can see how the parts of a workspace relate and correct a connection.
Goals, initiatives, risks, decisions, documents and the rest are connected: a risk threatens a goal, a decision rests on a document, a todo belongs to an initiative. The Explorer puts one item in the middle and shows everything connected to it around it.
Open the Explorer#
Explorer is in the block across all workspaces – for advisors and for clients. It opens with the workspace itself in the middle. Pick the workspace (if you have more than one) and the item you want to look at, or click a neighbour to move the middle there; Back goes back.
On the Mac and on the iPhone and iPad the Explorer is in the same block and works the same way. The window width rule below (about 960 pixels) applies to the web only; on the iPhone the connections always appear as a list.
It knows these kinds of items: Goals, Initiatives, Todos, Decisions, Risks, Use cases, Insights, Sessions, Documents, Dossiers, Results and Signals.
Where a connection comes from#
Each connection says how it came about:
- Linked by a field – a field of the item names the other one, for example the goal a risk belongs to.
- Connected by hand – a person connected them.
- Connected by Arvemo – Arvemo found that they belong together. These carry Arvemo's triangle; one still waiting for you is dashed and marked Proposed.
- Part of the workspace – the item is part of the workspace as a whole.
Correct a connection#
The column on the right lists the connections by type.
- A proposed connection: Take it, or say No.
- A connection that does not belong: Not related. Arvemo will not set it again.
- A missing one: Connect… by hand.
- Open opens the other item.
A person with the role Read sees the connections of what she may see, but no controls to change them.
How Arvemo connects things#
Arvemo connects what clearly belongs together. Loose connections – a related risk, decision, session or document – he sets at once (one of the few things agents do directly, see what agents may do), marked with his triangle, and you remove them with one click. Connections that change the structure, such as which initiative a todo belongs to, he proposes and you take or decline. See Proposals.
Common questions#
Why is there an Explorer and a list in each place?
The lists show one kind of item. The Explorer shows how different kinds hang together.
Does the Explorer change anything on its own?
No. It shows connections and lets you take, decline or remove them. Everything it shows is limited to what you may see.
It looks like a list, not a diagram.
On the web, below a window width of about 960 pixels the Explorer shows only the list of connections.
Is it in the phone browser?
No, the phone layout of the browser does not include it; see Finding your way around.