P3M Features

Comprehensive feature documentation with step-by-step instructions for all P3M capabilities. Filter by role or category to find relevant features for your needs.

Showing 18 of 18 features

User Management & Authentication

Multi-role user system with secure authentication, password protection, and organization-based user management

dashboard

Available to:

Super Administrator
Administrator
Auditor
Auditee

Screenshots:

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Instructions (6 steps):

1
Registration

Use the Register page to create a new account with name, email, and password.

Email verification is required
Default status is "pending" until admin approval
2
Login

Access the system through the Login page with your credentials.

JWT token-based authentication
Session management included
3
Role Assignment

Admins can assign roles to users via the User Management section.

Multiple roles can be assigned
Role hierarchy determines access levels

+3 more steps

AI-Powered Auditing System

Traditional audit management with AI-powered video audits, comprehensive audit categories, and automated analysis

audits

Available to:

Super Administrator
Administrator
Auditor
Auditee

Screenshots:

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Instructions (7 steps):

1
Create Audit Category

Navigate to Audits > Audit Categories > Create New Category.

Categories organize audit types
Define evaluation parameters
2
Define Parameters

Add evaluation parameters to your category with specific criteria.

Parameters define what to evaluate
Criteria provide specific guidelines
3
Create Audit Form

Go to Audits > Forms > Create New Form based on your categories.

Forms combine multiple parameters
Customizable evaluation structure

+4 more steps

Task & Goal Management

Task template creation, AI-powered task generation, multi-parameter assignment, and Google Calendar integration

tasksAndGoals

Available to:

Super Administrator
Administrator
Auditor
Auditee

Screenshots:

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Instructions (7 steps):

1
Access Task Templates

Navigate to Task & Goals > Task Templates.

Template library available
Categorized by type
2
Create Template

Click "Create Template" button and fill in task details.

Define task parameters
Set completion criteria
3
Define Fields

Add assigner and assignee fields with appropriate field types.

Multiple field types available
Validation rules supported

+4 more steps

AI Analytics Dashboard

Comprehensive performance analytics with AI-generated insights, data visualization, and personalized recommendations

aiAnalytics

Available to:

Super Administrator
Administrator
Auditor

Screenshots:

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Instructions (7 steps):

1
Access Dashboard

Navigate to AI Analytics > Dashboard.

Role-based dashboard views
Customizable widgets
2
Set Date Range

Select the time period for analysis using the date filters.

Flexible date ranges
Comparison periods
3
View Insights

Explore the auto-generated insights in the Executive Summary.

AI-powered analysis
Key performance indicators

+4 more steps

AI Chatbot Assistant

Natural language interaction with administrative task execution, user invitations, and real-time status updates

aiAnalytics

Available to:

Super Administrator
Administrator
Auditor
Auditee

Screenshots:

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Instructions (7 steps):

1
Open Chatbot

Click the chatbot icon in the bottom-right corner of any page.

Always accessible
Context-aware responses
2
Ask Questions

Type natural language queries about your organization.

Natural language processing
Context understanding
3
Invite Users

Type "Invite [name] as [role] with email [email]" to send invitations.

Automated invitation process
Role-based permissions

+4 more steps

Social & Collaboration Features

Post creation and sharing, file attachments, comment system, reactions, and notification system for organizational engagement

socials

Available to:

Super Administrator
Administrator
Auditor
Auditee

Screenshots:

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Instructions (7 steps):

1
Create Posts

Navigate to Feed and use the post creation box at the top.

Rich text editor
Media attachments
2
Attach Files

Click the attachment icon to upload files with your post.

Multiple file types supported
File size limits
3
Comment

Use the comment section below posts to add your thoughts.

Threaded conversations
Mention notifications

+4 more steps

Department & Unit Management

Hierarchical organization structure with department creation, admin assignment, and department-specific analytics

departmentAndUnit

Available to:

Super Administrator
Administrator

Screenshots:

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Instructions (7 steps):

1
Access Management

Navigate to Department & Units in the admin panel.

Admin access required
Hierarchical view
2
Create Department

Click "Add Department" and provide required details.

Department naming conventions
Description fields
3
Create Units

Within departments, add units by clicking "Add Unit".

Unit categorization
Capacity settings

+4 more steps

Resource Hub

Resource creation and management with categorization, sharing controls, and comprehensive file attachment capabilities

resourceHub

Available to:

Super Administrator
Administrator
Auditor
Auditee

Screenshots:

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Instructions (7 steps):

1
Access Hub

Navigate to Resource Hub in the main menu.

Centralized resource access
Search functionality
2
Create Resource

Click "Add Resource" and fill in details and attachments.

Rich metadata support
Version control
3
Categorize

Assign categories and tags to make resources discoverable.

Hierarchical categories
Custom tags

+4 more steps

Anecdotal Records

Creation and management of anecdotal records with enhanced organization, categorization, and evidence attachment capabilities

resourceHub

Available to:

Super Administrator
Administrator
Auditor

Screenshots:

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Instructions (7 steps):

1
Access Records

Navigate to Anecdotal Records section.

Chronological organization
Search capabilities
2
Create Record

Click "New Record" and document your observation.

Structured templates
Time stamping
3
Add Details

Include date, context, and specific observations.

Rich text formatting
Context fields

+4 more steps

Calendar & Scheduling

Integrated calendar system with Google Calendar synchronization, event management, and audit/task scheduling integration

tasksAndGoals

Available to:

Super Administrator
Administrator
Auditor
Auditee

Screenshots:

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Instructions (7 steps):

1
Access Calendar

Click on Calendar in the main navigation.

Multiple view options
Color coding
2
Create Event

Click on a date or time slot to add a new event.

Quick creation
Recurring events
3
Set Details

Add title, description, participants, and reminders.

Rich descriptions
Location fields

+4 more steps

Reporting & Analytics

Comprehensive dashboard reports with AI-powered insights, export functionality, and performance trend visualization

dashboard

Available to:

Super Administrator
Administrator
Auditor

Screenshots:

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Instructions (7 steps):

1
Access Reports

Navigate to Dashboard > Reports section.

Report categories
Quick access templates
2
Select Report Type

Choose from audit reports, task reports, or combined analytics.

Pre-built templates
Custom report builder
3
Set Parameters

Define date range, departments, and other filters.

Flexible filtering
Comparison periods

+4 more steps

Notifications System

Multi-channel notification delivery with categorization, prioritization, and real-time updates for important events

dashboard

Available to:

Super Administrator
Administrator
Auditor
Auditee

Screenshots:

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Instructions (7 steps):

1
View Notifications

Click the bell icon in the top navigation bar.

Real-time updates
Unread indicators
2
Read/Mark

Click on notifications to read them or mark as read.

Auto-mark on click
Bulk actions
3
Filter

Use category filters to view specific notification types.

Category-based filtering
Date ranges

+4 more steps

Video Analysis for Educational Assessment

Upload and analyze teaching videos with AI-powered assessment, automatic scoring, and timestamp-based feedback

aiAudits

Available to:

Super Administrator
Administrator
Auditor

Screenshots:

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Instructions (7 steps):

1
Access AI Audits

Navigate to AI Audits section.

AI-powered features
Video processing capabilities
2
Create New

Click "Create AI Audit" button.

Guided workflow
Template selection
3
Upload Video

Select a video file or provide a URL.

Multiple formats supported
File size limits

+4 more steps

AI-Powered KPI Generation

Automatic generation of relevant KPIs with industry-specific parameter suggestions and customizable criteria

aiAnalytics

Available to:

Super Administrator
Administrator

Screenshots:

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Instructions (7 steps):

1
Access KPIs

Navigate to Audit Categories > Parameters section.

Parameter management
Category organization
2
AI Generation

Click "Generate KPIs with AI" button.

AI-powered suggestions
Context awareness
3
Define Context

Provide category name, description, and industry context.

Industry-specific templates
Context understanding

+4 more steps

Notice Board

Organization-wide announcements with categorization, attachment capabilities, and targeted audience settings

noticeBoard

Available to:

Super Administrator
Administrator

Screenshots:

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Instructions (7 steps):

1
Access Notices

Navigate to Notice Board in the main menu.

Chronological display
Priority sorting
2
Create Notice

Click "Post Notice" button and fill in details.

Rich text editor
Formatting options
3
Set Category

Choose appropriate category for the notice.

Predefined categories
Custom categories

+4 more steps

Coupon & Subscription Management

AI credit system management with subscription plans, coupon generation, and comprehensive usage tracking

dashboard

Available to:

Super Administrator
Administrator

Screenshots:

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Instructions (7 steps):

1
Access Plans

Navigate to Plan Upgrade in organization settings.

Plan comparison
Feature matrix
2
View Credits

Check current AI credit balance and usage history.

Real-time balance
Usage analytics
3
Upgrade Plan

Select and purchase subscription plans with more credits.

Plan comparison
Upgrade benefits

+4 more steps

Mobile-Responsive Design

Responsive interface across devices with optimized mobile experience and touch-friendly controls

dashboard

Available to:

Super Administrator
Administrator
Auditor
Auditee

Screenshots:

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Instructions (7 steps):

1
Mobile Access

Visit the P3M website from any mobile device.

Responsive design
Touch optimization
2
Orientation

Use both portrait and landscape modes as needed.

Adaptive layouts
Orientation detection
3
Touch Navigation

Swipe, tap, and pinch to navigate the interface.

Gesture support
Touch targets

+4 more steps

Data Export & Sharing

Multiple export formats with report generation, data visualization export, and secure sharing capabilities

dashboard

Available to:

Super Administrator
Administrator
Auditor

Screenshots:

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Instructions (7 steps):

1
Select Data

Navigate to the report or data you want to export.

Data selection
Filter options
2
Choose Format

Click the export icon and select your preferred format.

Multiple formats
Format optimization
3
Configure Options

Set export parameters (columns, filters, etc.).

Column selection
Data filtering

+4 more steps

Quick Access

Super Administrator

18 features available

Administrator

18 features available

Auditor

14 features available

Auditee

9 features available