DoView outcomes modeling software: a tutorial example 2 doview.com model Contents Training page (bottom-to-top model) Promotion page (bottom-to-top model) Program page (bottom-to-top

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To start the tutorial click on the small triangle in Box 1

V1-1

1

DoView is not drawing software, it is easy to use modeling software for identifying outcomes, showing the steps needed to achieve them and tracking progress. It is used to make strategic planning, performance monitoring, evaluation, evidence-based practice and outcomes-focused contracting easier.

The type of models DoView uses go by names such as: outcomes models, program logics, logic models, outcomes maps, strategy maps, program theories, theories of change, and ends-means diagrams. What they all have in common is that they all are visual models of high-level outcomes and the lower-level steps needed to achive them.

DoView outcomes modeling software: a tutorial example

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Contents

Training page (bottom-to-top model)

Promotion page (bottom-to-top model)

Program page (bottom-to-top model)

Large posters introduction page

US Letter more detail example page

Poster overview page (left-to-right model)

Poster overview page (left-to-right with Collaboration Partners)

Poster overview page (bottom-to-top model)

Poster overview page (bottom-to-top with Collaboration Partners)

How to use

Resources

This file

Top page

Contents

Page sizes

Left-to-right model example

Bottom-to-top model example

US letter model example

Introduction page for the model

Model overview (left-to-right model)

Home buyers page (left-to-right model)

Training page (left-to-right model)

Promotion page (left-to-right model)

Program page (left-to-right model)

Training example page (line links erased)

Indicator and evaluation question example page

Indicator details example page

Evaluation question details page

Objects you can put on a DoView page example page

Using clones example page

Collaboration Partners example page

SWOT analysis example page

SWOT strategy analysis example page

Model overview (bottom-to-top model)

Home buyers page (bottom-to-top) model)

Contents

Stakeholder support and influence analysis example page

Start

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Overview of Tutorial ExampleStart Contents

This tutorial example has three parts

Part 1. What DoView

models look like

Part 2. Basic functions and other

uses

Part 3. Creating

models on larger poster

pages

2Note: If you ever want to go back to the previous page, use the green left arrow top left to go back to it

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Contents

This graphic shows how to navigate around a DoView file

DON'T navigate around the file yet until you have finished this tutorial

Start

When you have finished, play around with this model. You can always get a fresh copy of this model from Help > Tutorial Example

3

Just try opening and

closing the 'Page List' -

click on 'Show Page List'

in the Tool Bar along the

top of the page

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Contents

Look at the Quick Start Video Tours (Help > Quick Start Videos)

Use the comprehensive DoView Help system (Help > DoView Help)

Many more resources available at DoView.com/resources.html

Other Resources

Web link out to DoView.com/resources.html page

Start

4Go to Part 1 of tutorial content

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5

Contents

Part 1: What DoView models look like

Start 5 of 33

Part 1 shows you what DoView models look like

Test 2

Test

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Contents

Environmentally sustainable

houses program (Green Houses)

Builders use more

sustainable building

techniques

More environmentally

sustainable houses

Sustainable materials more

affordable

Home buyers have increased understanding of sustainability

Builders have increased

understanding of sustainability

This is a Left-to-right model 6

Architects have increased

understanding of sustainablity

Effective training for builders &

architects in sustainable

building

Start

More sustainable materials available

6 of 33 Green Houses Project - Overview

Increased promotion of sustainable

building

Increased demand for sustainable materials

Builders improve their sustainable

building techniques

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Contents

More environmentally sustainable houses

Sustainable materials more affordable

Environmentally sustainable houses

program (Green Houses)

Builders use more sustainable building

techniques



Builders improve their sustainable building

techniques

Effective training for builders & architects in


Architechs have increased understanding of

sustainablity

Home buyers have increased understanding

of sustainability

Builders have increased understanding of

sustainability

Increased promotion of sustainable building

7

Start

This a Bottom-to-top model. Model direction is set with View > Model direction.

7 of 33 Green Houses Project - Overview

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sustainable houses

Sufficiently skilled program staff


Appropriate office facilities for program

Sufficient funding Consultation with sustainability experts and building professionals and

regulators

Information collected on sustainable building

materials and techniques

Information collected about best communication channels for home buyers,

building professionals, regulators







building techniques

Builders use more


techniques

Builders use more


techniques


building



More sustaninable

materials available and

affordable

Teaching resources for building professionals

training courses

Advocacy coalition established to push for regulatory improvement

Home buyer sustainablity awareness campaign


training courses



Contents

Inputs Activities Outputs Intermediate outcomes Final outcome

We will see more about how to view all of a larger page in Part 3 of this Tutorial

Architects and builders have

increased understanding of sustainablity



building

8

Start

Models on larger-sized pages can also be created in DoView

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Logic model high level - Green Houses Project

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Contents

9This is an introductory page for an example model. Text has been inserted by clicking on a blank part of the screen and doing a Right-click > Text. To insert a picture Right-click > Picture.

You can put whatever text or pictures you like on any page in DoView.

Start

Green Houses Project Outcomes Model9 of 33

Test

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Contents




building


building techniques

Sustainable materials more

affordable


sustainable houses

Builders use more


techniques


More sustaninable

materials available

Builders have increased

understanding of sustainability


Architects have increased

understanding of sustainablity



building

Start

10This is the high- level overview of a left-to-right model

Green Houses Project - Overview10 of 33

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Accurate research on best media

channels for home purchasers

Sufficient general media coverage of

sustainablity

Sufficient 'Sustainable House'

web site usage

Sufficient point of sale information

utilized

"Sustainable House"Web site developed

Sufficient contacts built up within the

media

Sufficient contact with new home and

building supply retailers

Sufficient promotion and linking to "Sustainable

House" Web Site

"Sustainable House" Web Site

planned

Point-of-sale information prepared


Contents

Media stories and released prepared

Home buyers have increased understanding of sustainabilityStart

11

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You drill-down in DoView by clicking on the small triangles in the bottom right-hand corners of boxes. Just like you are doing in this tutorial with the numbered boxes.

This is a 'drill-down' page in a left-to-right model

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Effective sustainability training for builders and architects

Effective course material

produced

Tutors trained effectively

Suitable tutors selected

Effective liaison with architecture

and building training

establishments

Content of course material integrated with

rest of curriculum

Courses run sucessfully

Feedback from courses used for

course improvement



building

Contents

Return to 8

Start

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Possible communication

approaches discussed with

building suppliers

Building suppliers emphasise climate

change

Model house built and costed by

building suppliers

Building suppliers emphaise

affordability of sustainable building

Effective lobbying for regulation

supporting sustainable building

Sustainable building perceived as being

affordable

Green Housing Project - Promotion of sustainable building

Regulations encourage


Sustainable building seen as way of

addressing climate change


building

Contents

Return to 8

Strong regulations encouraging


Start

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Consultation with sustainability experts and building professionals

and regulators

Information collected about best communication channels for

home buyers, building professionals, regulators



ActivitiesInputs

Good relationships developed with stakeholders

Sufficient funding


Appropriate office facilities for

program

Home buyer sustainablity

awareness campaign

Teaching resources for building

professionals training courses

Advocacy coalition established to push

for regulatory improvement

Ouputs

Information collected on sustainable building materials and

techniques

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Green Housing Project - Program LevelContents

Return to 8 There are no lines linking these

boxes. Sometimes in models those drawing the

model choose to not put lines in.

Start

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Green House Project - OverviewContents




techniques


sustainability




techniques



Architects have increased understanding of

sustainablity


of sustainability




This is a Bottom-to-top model

The colors of the boxes have been made the same colors as the boxes on their drill-down pages

12

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House" Web Site


of sustainability


web site usage


sustainablity


planned




media



Contents

This is a 'drill-down' page in a Bottom-to-top model Sufficient point of

sale information

13


Note that this drill-down page drills-down under a green step so the boxes on the page have been colored green (Right-click on the step (box) > Change color)

Start 13 of 33



Page 18

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selected


Effective course material produced



Effective liaison with architecture and building training establishments

Content of course material integrated

with rest of curriculum



course improvement

Effective sustainability training for builders and architectsContentsStart

Return to 12

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building suppliers





building suppliers


change






affordable



Green Housing Project - Promotion of sustainable buildingContents




Start

Return to 12

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Information collected on sustainable building materials

and techniques




Sufficient funding Sufficiently skilled program staff





awareness campaign

Green Housing Project - Project LevelContents





Consultation with sustainability experts and building

professionals and regulators

There are no lines linking these

boxes. Sometimes in models those drawing the

model choose to not put lines in.

Start

Return to 12

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Top Page Contents

Part 2 shows you basic functions and other examples of use

Part 2: Basic functions and other examples of use

Start 14 of 33

14

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course improvement

Effective sustainability training for builders and architectsContents

15Line and arrow links have been 'erased' on this page but the DoView link icons still remain


rest of curriculum





produced

Make sure model direction is Left-to-right (View menu > Model direction > Left-to-right)



building

Start

Click on any box to

see the DoView link

icons which show

which boxes (steps)

are linked to each

other



establishments

15 of 33

When first building a model it is often easier to not insert line and arrow links. Select 'Insert Link Only' from down arrow next to Link Tool in the Tool Bar along the top of the screen to only insert DoView link icons.

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sustainablity


web site usage


utilized


media





planned


Contents

Percent in survey sufficient level of understanding of sustainability

An indicator and an evaluation question have been inserted onto this model (Right-click > Advanced > Indicator. Right-click > Advanced > Question)

Use these to build monitoring and evaluation plans in DoView Did the promotion of

sustainable building increase home buyers understanding of sustainability?

16


Start 16 of 33


House" Web Site


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Contents

This could be a link out to a local file with more information on the indicator

This could be a hyperlink out to a website with more information on the indicator

An image of a graph created in other software has been inserted on this page (Right-click > Picture)

17Home buyers have

increased understanding of sustainability

Home buyers support for sustainability

Percent in survey sufficient level of understanding of sustainability

Note that a graph created in other software can also be included as a thumbnail in addition to pictures being included in steps (boxes) (Right-click on step > Picture > Choose picture)

Start

A hyperlink out to a web site or to a local file with more details could be included (Right-click > Link to web or file) as below

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Contents Evaluation Project 1: Outcome evaluation of the sustainable building promotion activity

This evaluation project will be put out to tender and an external evaluation group will undertake the evaluation.

Evaluation question being answered

Evaluation method

Timing

Who will do the evaluation

Did the promotion of sustainable building increase home buyers understanding of sustainability?

Year 1

January - baseline survey in both regions

February - November promotion activity run in Region 1

December - repeat of survey

Here is information about the evaluation project which is going to be used to answer the evaluation question indentified on the earlier page

You can put any text you want on a page like this and lay it out any way you like

A baseline of home buyers understanding of sustainability will be taken in two regions using a general population telephone survey. Initially the promotion activity around sustainable building to home buyers will only be undertaken in one region. Improvements in home buyers understanding will be compared in the two regions.

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Group

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Objects you can put on a page

Step

Rot

ated

ste

p

Rotated rule line

Rot

ated

text

Bottom-to-top direction pointer

Dashed rule line

Rule line

Indicator Question (for research, evaluation or other questions)

A link out to a web site (DoView.com)

Item (generic item for anything you like, projects, people, organizations etc.)

Left-to-right direction pointer

This could be a link to a local file on your computer of any type

ContentsStart

Objects can be put on pages with a Right-click on a blank part of the page

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19 of 33

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Clones

Change the text in this clone and watch the text change in the

other one

Change the text in this clone and watch the text change in the

other one

Contents

20

Start

Using clones you can build models as compact 1 x 1 pages (like this one) and then clone their content onto larger poster-sized pages. The wording of the steps and links between the original steps (boxes) will be maintained in the cloned version.

20 of 33

Change the text in one clone

and see what happens in the

other

Clones can also be put on different pages (copy them, go to the other page and Right-click > Paste as clone)

Clones are 'live copies' of each other. They have a shadow on their right-hand side

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Step

Step

Straight-line link

Inserting links

Bent-line link

Contents

Set whether you want bent-line or straight-line links with the small down arrow next to the Link Tool on the Tool Bar at top of the screen

21

Start

Step

Step

Links can be created by a left-mouse click drag from the blue box in the middle of a step(box) when it is selected (or by pushing the Alt key when a step is selected)

Step

Try clicking on a box and

then holding down Alt key

while you move the mouse

out and over another box.

This makes a link.

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Contents Printing and getting models out of DoView

Printing is done by creating a PDF and then printing it.

Copy to external software like Word by copying a single page and then pasting it into Word.

Web page versions of any model can also be created and put up on the internet. There is the option for these web page models to also contain a copy of a PDF of the model and of the original DoView file which created the web page model.

Those viewing the web page version of the model can download the PDF or the DoView file if they want. This can be used for quickly sharing models to promote best practice.

22

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Models are printed with File > Print to PDF. You then save the PDF and you can print it, or email it to a colleague if you want to share your model.

Models can be turned into stand alone web page models. File > Create Web Page Model. You then put the files that are generated up on the internet. Find examples of web page models at OutcomesModels.org

To copy individual pages into Word, Powerpoint, Outlook etc., Right-click on the name of the page in the Page List > Copy Image and paste it into Word etc.

Page 30

Copyright 2007. DoView.com model.

Perceived cost of sustainable buildingResistance from building professionals unwilling to change

Weaknesses Opportunities

Small budget for size of task

Small number of staff mean that they have to have wide range of skills

Project timeframe of five years

Good staff relationships with building suppliers

Manager has expert sector knowledge

ThreatsStrengths

Contents

Items have been inserted in this case (Right-click > Advanced > Item

Identifying Strengths, Weaknesses, Opportunities and Threats

Growing public concern about climate change

Sector concern about public perception

New technologies entering market

Newly elected administration means more open to regulation

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DoView pages can be used for a range of other purposes e.g. SWOT analysis

Page 31

Get sponsers to build model house & work out costings

Use building supply contacts to highlight public climate change concerns

Use limited resources to lobby for additional regulation

Perceived cost of sustainable building

Resistance from building professionals unwilling to change





OpportunitiesThreats

Strengths

Weaknesses


Good staff relationships with building suppliersProject timeframe of five years



Contents

Identifying strategies which meet Strengths, Weaknesses, Opportunities and Threats [2]

Start

Return to 20

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Currently more supportiveCurrently less supportive

Currently high influence

Currently low influence


Stakeholder support and influence analysis

Land Developers Association

Professional Builders' Association

Chamber of Commerce

Green Building Suppliers

Insulation Suppliers

Green Political Party

Sustainable Business Association

Local University Urban Planning Center

Architects' Association

Conservation Promotion Agency

ContentsStart

Return to 20

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Green House Project - Collaborative partners

CP Conservation Promotion Agency

CP Green Building Suppliers Association

CP Sustainable Business Association

CP Local University Urban Planning Center

CP Green Lobby Organization

CP Professional Builders Association

CP Architect's Association

Contents

Each Collaborative Partner (CP) box has been linked to the steps (boxes) in the main model which the partner is attempting to influence

24

Start

Let us imagine that there are some Collaborative Partners (CP) working on our example project

CP Green House Project

You can make these links by selecting the CP box, going to the page on which the other step appears, holding down Alt and doing a left-mouse click drag to make a link between the CP box and the step in the main model

24 of 33

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ContentsStart 25 of 33

Part 3: Larger poster-sized pages

25Remember you can always go back to the previous page by using the green left arrow at the top left of the screen

Part 3 shows you larger poster-sized pages

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Contents

Page sizes in DoView

26

26 of 33Start

DoView encourages the use of small 1 x 1 page sizes so your model can always be dataprojected

Page-size is set when you create a page. To create a page use the small down arrow next to the 'New 1 x 1 Page' button at the bottom of the Page List (on the bottom right of the screen)

Your Page List is closed?

Open it by clicking on

'Show Page List' on the

Tool Bar along the top of

the screen

Normal DoView pages are small pages called 1 x 1 pages.

Models built out of a series of 1 x 1 pages can always be dataprojected in a meeting.

Larger poster page versions of your model can be constructed out of a number of 1 x 1 pages (e.g. 2 x 2).

DoView also lets you create normal print-page sizes (e.g. US letter, A4) which are optimized for printing rather than dataprojecting.

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To view larger-sized pages and postersContents

Zoom functions in Tool Bar at top of screen

Actual Size - returns the page to its actual size

Zoom to Fit - lets you see all the page

Zoom In - lets you zoom in

Zoom Out - lets you zoom out

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Larger-sized pages and posters can be made in DoView

To see the whole of a larger-sized page use the zoom functions in the Tool Bar at the top of the screen

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sustainable houses

Activities Final outcomeInputs




Sufficient funding Consultation with sustainability experts and building professionals and

regulators









Intermediate outcomes



building techniques

Builders use more


techniques

Builders use more


techniques


building



More sustaninable

materials available and

affordable



training courses




training courses


Contents

A left-to-right model on larger US letter landscape sized page optimized for printing

Architects and builders have

increased understanding of sustainablity



building

Outputs

28

Start

Use 'Zoom to Fit'

and 'Actual Size'

to zoom in and out

Logic model high level - Green Houses Program28 of 33

Page 38











Strengths

Weaknesses





Identifying strategies which meet Strengths, Weaknesses, Opportunities and Threats





Chamber of Commerce











Strengths Threats


Weaknesses





Opportunities








produced





establishments


rest of curriculum


course improvement



building suppliers


building suppliers






change






building



planned


media





sustainablity


web site usage


House" Web Site





utilized


Inputs

Sufficient funding


program



and regulators



Activities


techniques



awareness campaign





Ouputs



Tip: Use 'Actual Size' (at the top of page) to return to actual page size

Contents


of sustainability





techniques



sustainable houses


techniques


sustainability

More sustaninable materials available


This is a left-to-right large poster overview. The steps have been copied from their pages and cloned onto the poster (Right-click > Paste as clone)


affordable






building



Architects have increased understanding

of sustainablity

Start

Green Houses Project - Project Overview PosterUse the 'Zoom to Fit' function (on Tool Bar at the

top of the screen) to see the whole poster and

'Actual Size' to zoom back

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29

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produced



rest of curriculum



course improvement



building



building suppliers


building suppliers








change




affordable




planned


media




sustainablity


web site usage





utilized



of sustainability


of sustainablity



Inputs

Sufficient funding


program



and regulators



Activities Ouputs






sustainability


techniques


techniques


More sustaninable materials available


sustainable houses



techniques








awareness campaign



establishments


House" Web Site


CP Green Building

Suppliers Association


CP Conservation Promotion

Agency

CP Sustainable Business

Association



CP Professional Builders

Association


building

Specific Lower Level Steps Collaboration

Partners Focusing On

ContentsStart

This poster overview has the Collaboration Partners cloned onto it and the lower-level steps each partner is going to focus on are shown with line links



The line links can be hidden (View menu > Show links only) and by clicking on any Collaboration Partner, the steps they are focusing on will be shown with DoView link icons

Green Houses Project - Project Overview Poster

Use the Zoom to Fit function (on Tool Bar top of

screen) to see the whole poster and Actual Size to

zoom back

Tip: Use 'Actual Size' (at the top of the page) to return to actual page size

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30

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Chamber of Commerce











techniques


and techniques













awareness campaign






planned



web site usage





sustainablity


of sustainability


building suppliers



building suppliers


change








affordable





techniques




media




of sustainability




sustainability


House" Web Site











Strengths

Weaknesses





Identifying strategies which meet Strengths, Weaknesses, Opportunities and Threats













course improvement



Strengths Threats


Weaknesses





Opportunities







ContentsStart


Tip: Use 'Actual Size' (at the top of the page) to return to actual page size




of sustainablity

Green Houses Project - Project Overview Poster31 of 33

Large poster-sized pages are created using the small down arrow next to the New 1 x 1 Page button at the bottom of the Page List (on the right)

Use the 'Zoom to Fit' function (on

Tool Bar at the top of screen) to zoom

out and 'Actual Size' to zoom back

This is a Bottom-to-top poster version of the model. The steps have been copied from their pages and cloned onto the poster (Right-click > Paste as clone)

31

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techniques

CP Architect's Association


and techniques













awareness campaign






planned



web site usage





of sustainability


building suppliers



building suppliers


change








affordable














course improvement


techniques





media




of sustainability


of sustainablity






sustainability


House" Web Site



sustainablity



Green Housing Project - Collaborative Partners Focus

Collaborative Project Partners

Start



CP Conservation Promotion

Agency

CP Green Building

Suppliers Association

CP Sustainable Business

Association



CP Professional Builders

Association

Contents

Return to 28

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Other Resources

Go to the final page in the tutorial

ContentsStart

Look at the Quick Start Video Tours (Help > Quick Start Videos)

Use the comprehensive DoView Help system (Help > DoView Help)

Many more resources available at DoView.com/resources.html

Web link out to DoView.com/resources.html page

32

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Start Contents

This is the graphic which shows how to navigate around a DoView file

You can always get a fresh copy of this tutorial example file from Help > Tutorial Example

Now you have finished the tutorial you can navigate around it and play around with it and edit it in any way you like

To go back to the start of the tutorial

To go to the contents page 34

33 of 33

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Documents

DoView outcomes modeling software: a tutorial example 2 doview.com model Contents Training page (bottom-to-top model) Promotion page (bottom-to-top model) Program page (bottom-to-top