Frequently Asked Questions for Roundtables Members

Topic: All Things Your Company Data

How Do I Upload My Company Documents?

It’s as Easy as 1, 2, 3… From your Member Navigation Panel, click Meeting Preparation > Upload My Company Documents Step 1: Drop Files into uploader Step 2: Mark the Files You are Uploading Step 3: Click Submit You may view what other members of your group uploaded by clicking the link at the bottom

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Company Focus Data Input Form – Blank Form and Explanations

Collecting Data for the Company Focus Data Input Form can be time consuming.  This document will help you collect data offline. It also includes explanations of what we expect in the various fields. We recommend completing the blank form first. Then when you’re ready, you can complete the online form by simply entering the data

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WIP Review

Login to Watch https://vimeo.com/502186170 Having challenges with how to implement the WIP? If you need training than this is the right place! Above is a video reply of the “WIP Review Webinar” with a detailed explanation of the WIP (work in progress) and how it works. Questions about reporting for your meeting? Sometimes there’s confusion as to

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How can I print out the data I entered?

To Print your input, go to Section 7 – Golden Triangle, Review and Complete.   This page will show all of the data you have put into the form so far, and can easily be printed using your browser’s print button. Depending on the browser you’re using, the print option can usually be found in the

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