PR#1266 — Merge main into staging

site/get-started/administrator/quickstart-administrator.qmd

@@ -15,6 +15,8 @@ listing:
     contents:
     - ../../training/administrator-fundamentals/administrator-fundamentals-register.qmd
     - ../../guide/guides.qmd
+includes:
+  quickstart: true
 ---
 
 Set up the foundational units for your organization within the {{< var validmind.platform >}}, prepare your organization for users, then grant access to your first user.
@@ -23,13 +25,7 @@ Set up the foundational units for your organization within the {{< var validmind
 
 ## Set up your organization
 
-First, let's set up the foundational units of your organization:
-
-1. In the left sidebar, click **{{< fa gear >}} Settings**.
-
-2. Under Workspace, select **Organization**.
-
-3. Add business units and use cases as required by your organization.
+First, let's set up the foundational units of your organization. In the left sidebar, click **{{< fa gear >}} Settings** to add business units and use cases:
 
 ::: {.panel-tabset}
 

site/guide/attestation/_add-attestations.qmd

@@ -5,7 +5,7 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 :::: {.content-visible unless-format="revealjs"}
 1. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-1. Under Workspace, select **Attestation Templates**.
+1. Under {{< fa shield >}} Governance, select **Attestation Templates**.
 
 1. Click **{{< fa plus >}} Add Attestation Template**.
 
@@ -22,7 +22,7 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 :::: {.content-hidden unless-format="revealjs"}
 a. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-a. Under Workspace, select **Attestation Templates**.
+a. Under {{< fa shield >}} Governance, select **Attestation Templates**.
 
 a. Click **{{< fa plus >}} Add Attestation Template**.
 

site/guide/attestation/_configure-attestations.qmd

@@ -8,7 +8,7 @@ To edit an existing attestation template:
 
 1. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-1. Under Workspace, select **Attestation Templates** and then click an attestation template to edit.
+1. Under {{< fa shield >}} Governance, select **Attestation Templates** and then click an attestation template to edit.
 
 ::: {.panel-tabset}
 

site/guide/attestation/manage-attestations.qmd

@@ -46,7 +46,7 @@ For testing purposes only, you can trigger the attestation process:
 
 1. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-2. Under Workspace, select **Attestation Templates** and then click the attestation template to test.
+2. Under {{< fa shield >}} Governance, select **Attestation Templates** and then click the attestation template to test.
 
 3. Under **Attestation Periods**, hover over an attestation period.
 
@@ -60,7 +60,7 @@ After starting the schedule, attestation participants are notified via My Inbox
 
 1. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-2. Under Workspace, select **Attestation Templates** and then click the attestation template to edit.
+2. Under {{< fa shield >}} Governance, select **Attestation Templates** and then click the attestation template to edit.
 
 3. Under **Attestation Periods**, hover over an attestation period.
 
@@ -84,7 +84,7 @@ This action cannot be undone. The history of previous attestation periods is una
 
 1. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-2. Under Workspace, select **Attestation Templates** and then click the attestation template to manage.
+2. Under {{< fa shield >}} Governance, select **Attestation Templates** and then click the attestation template to manage.
 
 3. Under **Attestation Periods**, hover over an attestation period.
 
@@ -180,7 +180,7 @@ To manually complete an attestation period:
 
 1. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-2. Under Workspace, select **Attestation Templates** and then click the attestation template.
+2. Under {{< fa shield >}} Governance, select **Attestation Templates** and then click the attestation template.
 
 3. Under **Attestation Periods**, hover over an active attestation period.
 
@@ -200,7 +200,7 @@ You cannot delete an attestation template if it has any active attestation perio
 
 1. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-2. Under Workspace, select **Attestation Templates**.
+2. Under {{< fa shield >}} Governance, select **Attestation Templates**.
 
 3. Locate the template to delete and hover over it.
 

site/guide/configuration/_add-business-units.qmd

@@ -2,14 +2,27 @@
 Refer to the LICENSE file in the root of this repository for details.
 SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 
-:::: {.content-visible unless-format="revealjs"}
-a. Click **{{< fa plus >}} Add New Business Unit** under Business Units.
+:::: {.content-visible when-format="html" when-meta="includes.quickstart"}
+1. Under {{< fa building >}} Organization, select **Organization**.
+
+1. Click **{{< fa plus >}} Add Business Unit** under Business Units.
+
+1. Enter in your **[business unit name]{.smallcaps}**.
+
+1. Click **Add Business Unit** to save your changes.
+
+   After you save, confirm that the business unit was added as a new entry in alphabetical order.
+
+::::
+
+:::: {.content-visible unless-format="revealjs" unless-meta="includes.quickstart"}
+a. Click **{{< fa plus >}} Add Business Unit** under Business Units.
 
 a. Enter in your **[business unit name]{.smallcaps}**.
 
-a. Click **{{< fa plus >}} Add Business Unit** to save your changes.
+a. Click **Add Business Unit** to save your changes.
 
-   After you save, confirm that the business unit was added as a new entry in alphabetical order..
+   After you save, confirm that the business unit was added as a new entry in alphabetical order.
 
 ::::
 
@@ -18,13 +31,13 @@ a. Click **{{< fa plus >}} Add Business Unit** to save your changes.
 
 a. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-a. Under Workspace, select **Organization**.
+a. Under {{< fa building >}} Organization, select **Organization**.
 
-a. Click **{{< fa plus >}} Add New Business Unit** under Business Units.
+a. Click **{{< fa plus >}} Add Business Unit** under Business Units.
 
 a. Enter in your **[business unit name]{.smallcaps}**.
 
-a. Click **{{< fa plus >}} Add Business Unit** to save your changes.
+a. Click **Add Business Unit** to save your changes.
 
    After you save, confirm that the business unit was added as a new entry in alphabetical order.
 ::::

site/guide/configuration/_add-groups.qmd

@@ -5,29 +5,29 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 :::: {.content-visible unless-format="revealjs"}
 1. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-1. Under User Permissions, select **Groups**.
+1. Under {{< fa users >}} Users & Access, select **Groups**.
 
-1. Next to All Groups, click **{{< fa plus >}} Create Group** to open the Create New Group menu.
+1. Click **{{< fa plus >}} Create Group**.
 
 1. Enter a **[group name]{.smallcaps}** and **[group description]{.smallcaps}** for the new group and click **Continue**.
 
 1. Select users from the list to add them to the group.
 
-1. Click **{{< fa check >}} Create Group** to save.
+1. Click **Create Group** to save.
 
     Confirm that the new group is created and appears in the list of available groups in alphabetical order.
 
 ::::
 
 
 :::: {.content-hidden unless-format="revealjs"}
-1. Next to All Groups, click **{{< fa plus >}} Create Group** to open the Create New Group menu.
+1. Click **{{< fa plus >}} Create Group**.
 
 1. Enter a **[group name]{.smallcaps}** and **[group description]{.smallcaps}** for the new group and click **Continue**.
 
 1. Select users from the list to add them to the group.
 
-1. Click **{{< fa check >}} Create Group** to save.
+1. Click **Create Group** to save.
 
     Confirm that the new group is created and appears in the list of available groups in alphabetical order.
 

site/guide/configuration/_add-model-stakeholder-types.qmd

@@ -3,31 +3,31 @@ Refer to the LICENSE file in the root of this repository for details.
 SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 
 :::: {.content-visible unless-format="revealjs"}
-1. In the left sidebar, click **{{< fa gear >}} Settings**. 
+1. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-1. Under Models, select **Model Stakeholder Types**.
+1. Under {{< fa cube >}} Model Inventory, select **Model Stakeholder Types**.
 
-1. Click **{{< fa plus >}} Add New Stakeholder Type**. 
+1. Click **{{< fa plus >}} Add Stakeholder Type**.
 
 1. Enter the unique **[name]{.smallcaps}** and **[description]{.smallcaps}** for the stakeholder type.^[Role names and stakeholder type names cannot be duplicated to reduce confusion.]
 
-1. Once you click **{{< fa plus >}} Add Stakeholder Type**, you can:
+1. Once you click **Add Stakeholder Type**, you can:
 
     - Configure stakeholder type selection available upon model registration^[[Configure stakeholder types on registration](/guide/configuration/manage-model-stakeholder-types.qmd#configure-stakeholder-types-on-registration)]
-    - Manage the model inventory field^[[Manage model inventory fields](/guide/model-inventory/manage-model-inventory-fields.qmd)] permissions associated with that type
+    - Manage the model inventory field^[[Manage stakeholder type permissions](/guide/configuration/manage-model-stakeholder-types.qmd#manage-stakeholder-type-permissions)] permissions associated with that type
 
 ::::
 
 :::: {.content-hidden unless-format="revealjs"}
 a. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-a. Under Models, select **Model Stakeholder Types**.
+a. Under {{< fa cube >}} Model Inventory, select **Model Stakeholder Types**.
 
-a. Click **{{< fa plus >}} Add New Stakeholder Type**.
+a. Click **{{< fa plus >}} Add Stakeholder Type**.
 
 a. Enter the unique **[name]{.smallcaps}** and **[description]{.smallcaps}** for the stakeholder type.
 
-1. Once you click **{{< fa plus >}} Add Stakeholder Type**, you can:
+1. Once you click **Add Stakeholder Type**, you can:
 
     - Configure stakeholder type selection available upon model registration
     - Manage the model inventory field permissions associated with that type

site/guide/configuration/_add-remove-group-members.qmd

@@ -5,31 +5,32 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 :::: {.content-visible unless-format="revealjs"}
 1. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-1. Under User Permissions, select **Groups**.
+1. Under {{< fa users >}} Users & Access, select **Groups**.
 
 ::: {.panel-tabset}
 
 #### Add members
 
 a. Click on the group you want to add members to.
 
-a. Click **{{< fa plus >}} Add New Member**.
+a. Click **{{< fa user-plus >}} Add Member**.
 
-a. Select members by checking the boxes next to their names in the pop-up.
+a. Select members by checking the boxes next to their names.
 
-a. Click **{{< fa plus >}} Add to Group**.
+a. Click **Add # User(s) Group**.
 
-   Confirm that the new member is added to the correct group.
+   Confirm that the new members are added to the correct group.
 
 #### Remove members
 
 a. Click on the group you want to remove members from.
 
 a. Select members to be removed from the group by checking the boxes next to their names.
 
-a. Click **{{< fa user-minus >}} Remove Member**.
+a. Review the number of selected members to be removed, then click **{{< fa user-minus >}} Remove**.
+
+a. Click **{{< fa user-minus >}} Remove # member(s)** to confirm removal of selected members from that group.
 
-a. After you confirm, the user will be removed from that group.
 
 :::
 
@@ -39,12 +40,12 @@ a. After you confirm, the user will be removed from that group.
 :::: {.content-hidden unless-format="revealjs"}
 1. Click on the group you want to add members to.
 
-1. Click **{{< fa plus >}} Add New Member**.
+1. Click **{{< fa user-plus >}} Add Member**.
 
-1. Select members by checking the boxes next to their names in the pop-up.
+1. Select members by checking the boxes next to their names.
 
-1. Click **{{< fa plus >}} Add to Group**.
+1. Click **Add # User(s) Group**
 
-   Confirm that the new member is added to the correct group.
+   Confirm that the new members are added to the correct group.
 
 ::::

site/guide/configuration/_add-roles.qmd

@@ -2,26 +2,40 @@
 Refer to the LICENSE file in the root of this repository for details.
 SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 
-:::: {.content-visible unless-format="revealjs"}
+:::: {.content-visible unless-format="revealjs" unless-meta="includes.quickstart"}
 1. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-1. Under User Permissions, select **Roles**.
+1. Under {{< fa users >}} Users & Access, select **Roles**.
 
 1. Click **{{< fa plus >}} Add Role**.
 
 1. Enter the unique **[name]{.smallcaps}** and **[description]{.smallcaps}** for the role.^[Role names and model stakeholder type names cannot be duplicated to reduce confusion.]
 
-1. Once you click **{{< fa plus >}} Add Role**, you can proceed with managing the user permissions and users associated with that role.
+1. Once you click **Add Role**, you can proceed with managing the user permissions and users associated with that role.
+::::
+
+
+:::: {.content-visible when-format="html" when-meta="includes.quickstart"}
+1. In the left sidebar, click **{{< fa gear >}} Settings**.
+
+1. Under {{< fa users >}} Users & Access, select **Roles**.
+
+1. Click **{{< fa plus >}} Add Role**.
+
+1. Enter the unique **[name]{.smallcaps}** and **[description]{.smallcaps}** for the role.^[Role names and model stakeholder type names cannot be duplicated to reduce confusion.]
+
+1. Once you click **Add Role**, you can proceed with managing the user permissions associated with that role.
+
 ::::
 
 :::: {.content-hidden unless-format="revealjs"}
 a. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-a. Under User Permissions, select **Roles**.
+a. Under {{< fa users >}} Users & Access, select **Roles**.
 
 a. Click **{{< fa plus >}} Add Role**.
 
 a. Enter the unique **[name]{.smallcaps}** and **[description]{.smallcaps}** for the role.
 
-a. Once you click **{{< fa plus >}} Add Role**, you can proceed with managing the user permissions and users associated with that role.
+a. Once you click **Add Role**, you can proceed with managing the user permissions associated with that role.
 ::::

site/guide/configuration/_add-use-cases.qmd

@@ -7,25 +7,19 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 
 1. In the left sidebar, click **{{< fa gear >}} Settings**.
 
-1. Under Models, select **Model Inventory Fields**.
+1. Under {{< fa cube >}} Model Inventory, select **Model Inventory Fields**.
 
-1. In the Default Fields group, click on the **Use Case** field to add use cases and use case groups.
+1. In the Default Fields group, click on the **Use Case** field to add or remove use cases and use case groups:
 ::::
 
 
-#### Add use case group
-
-To add a grouping for use cases:
-
-a. Type in your group title under **[options and groups]{.smallcaps}**.
-
-a. Click **{{< fa chevron-down >}}** next to {{< fa plus >}} Add Option.
+:::: {.content-visible when-format="html" when-meta="includes.quickstart"}
+1. Under {{< fa cube >}} Model Inventory, select **Model Inventory Fields**.
 
-a. Select **{{< fa plus >}} Add Group** then click **{{< fa plus >}} Add Group** to insert the group.
+1. In the Default Fields group, click on the **Use Case** field to add use cases and use case groups:
 
-a. Click **Save Configuration** to save the inserted use case group.
+::::
 
-   After you save, confirm that the use case group was added as a new entry at the bottom of the group list.
 
 #### Add use case option
 
@@ -37,4 +31,18 @@ a. Click **{{< fa plus >}} Add Option** to add the use case to the list.
 
 a. (Optional) Hover over your use case, then click and hold to drag and drop the use case to a group.
 
-a. Click **Save Configuration** to save the inserted use case.
+a. Click **Save Configuration** to save the inserted use case.
+
+#### Add use case group
+
+To add a grouping for use cases:
+
+a. Type in your group title under **[options and groups]{.smallcaps}**.
+
+a. Click **{{< fa chevron-down >}}** next to {{< fa plus >}} Add Option.
+
+a. Select **{{< fa plus >}} Add Group** then click **{{< fa plus >}} Add Group** to insert the group.
+
+a. Click **Save Configuration** to save the inserted use case group.
+
+   After you save, confirm that the use case group was added as a new entry at the bottom of the group list.