Getting Started - Alignments
The steps outlined below are intended to help you get started using your Elevate Standards Alignment account to create and maintain alignment projects.
Steps of Aligning
1. Creating an Asset Type
The first step in preparing your account for building alignments, is to create your Asset Type(s) and the metadata fields that are to be included. See Creating an Asset Type for instructions on doing so.
2. Loading Asset Data
Once the Asset Type and metadata fields are created, the next step is to have your assets and asset metadata loaded into the system. Support or Services will load your data, as it is provided. For assistance in formatting your data or to use a template, please reach out to Support.
3. Administrating AB Aligned
The next step is set up and organize assets and the various projects through which you might be aligning the assets. This includes the following:
- Create, Manage, & Assign Alignment Projects. For details, refer to Managing Projects.
- Manage Resources (users on the account). See Managing Resources (User Accounts).
- Create & Manage Assets & Asset Collections. Refer to Asset Collections.
- Create & Manage Standards Collections. Refer to Standards Collections.
4. Aligning Assets
Once alignment projects have been set up and assigned, users tasked with aligning can access assignments or projects and align assets.
- Refer to details outlined in Aligning Assets by Concept.
Other methods of aligning are also available. See Aligning By Other Methods for more information.
5. Training & Support
If at any time you would like to request training in the alignment system, please Support.
