Frequently Asked Questions
What is COS?
It brings your company's strategy information, OKRs and KPI measurements together. What Is COS? provides an overview.
Must I complete every analysis before starting?
No. The current application does not enforce mandatory four-phase progression. Use the modules your work requires. Each record's permission, status and cycle checks still apply.
Where are the “Analysis” and “Synthesis” menus?
Situation Analysis contains Status Reports, Analysis Tools, Findings and SWOT. Synthesis is not a separate group; focus areas are under Strategy. The Navigation Guide shows the current menu.
Which role should I use?
Your administrator chooses the appropriate role for your work. Admin and Strategy Manager differ; Team Lead and Member reading/writing scopes also differ. Use Roles & Permissions.
Are the number of focus areas and working times fixed?
No. Your organization chooses its focus areas and working rhythm. Entitlement record limits differ from methodology suggestions; the application does not require “3–5 focus areas” or “3 months of planning.”
Is a KPI the same as a key result?
No. A KPI is a continuous measurement series; a key result is an objective's outcome within an OKR cycle. A key result can link to a focus area KPI in the same planning cycle. See KPI Tracking.
Why can I edit a report but not record KPI measurements?
Report editing does not grant KPI measurement permission. You must be responsible for the KPI, lead its owning/ancestor unit, or hold an authorized administrative role.
What changes after a cycle closes?
Closed reports read their KPI usages and scores from the closing snapshot. The live KPI series can still receive measurements through KPI Tracking; progress changes in a closed OKR cycle are locked.
Why do scores differ?
A KPI success level uses its criteria; a report score uses weighted KPI evaluations; OKR progress uses key results; OKR health uses progress and time. These are different measures.
Can other companies see my data?
Access is checked against company context and permissions. Group Admins can access companies in their group, and Super Admins have platform access. A company membership alone does not grant access to another company.
Why is a module unavailable?
Enabled modules, entitlement sets/licenses and menu settings affect access. Check your company's effective entitlements rather than fixed plan-name tables.
Where should I ask for support?
Use your organization's agreed administrator/support channel. Share the page, company, time and sanitized error message; do not share passwords, tokens or API keys.