Navigation Guide
COS menus are organized around your work. The old Context → Analysis → Synthesis → Execution phases are not gates that unlock in sequence. There is no Synthesis menu: SWOT is under Situation Analysis, and focus areas are under Strategy.
Menu groups
| Group | Tasks | Guide |
|---|---|---|
| Organization | Organization structure, products/services and planning cycles | Setup Checklist |
| Situation Analysis | Status reports, analysis tools, findings and SWOT | Analyses and Findings |
| Strategy | Mission/vision and focus areas | SWOT and Focus Areas |
| Goals & Tracking | OKR Cycles, My OKRs, KPI Tracking and My Tasks | Goals and Tracking |
| Reports | Goal Alignment Matrix and My Dashboards | Reports |
In what order should you work?
For a new company, establish the company/unit and cycle context before connecting data and objectives. This is a working recommendation. Completing every analysis, obtaining a resource approval or waiting for a “positive assessment” is not a general gate to the next task.
Complete the fields requested by each form. Write permission, enabled modules, record/plan status and cycle closure are checked independently. For example, a closed report's KPI list cannot change, while the live KPI series can still receive measurements through KPI Tracking.
What does the Cycle Cockpit show?
The cockpit in a planning cycle summarizes data and missing connections. Its steps do not activate the old four phases. The steps visible to you depend on your access.
If a menu is missing
Use Roles & Permissions and access troubleshooting to check roles, modules and company menu settings.