SWOOP for SharePoint – Example Usage Guide
This document explains how users access SWOOP, which dashboards to use and when, who owns which metrics, and how support is requested through the platform.
1. Access to Dashboards (via URL)
SWOOP for SharePoint is accessed via a dedicated SWOOP URL, provided during onboarding.
Typical Users with Access
- Intranet owners and platform owners
- Site owners and content owners (for their scope)
- Governance and support teams
- Selected leaders (often view‑only or via reports)
Access requests or changes (e.g. new users, role changes) should follow the organisation’s agreed internal process before being actioned in SWOOP.
2. When to Use What Dashboard in SWOOP for SharePoint
SWOOP dashboards are designed to be used together, moving from high‑level insight to detailed action.
Intranet Dashboard
Use this dashboard to answer:
“How is our intranet performing overall?”
Use when you want to:
- Understand overall intranet usage and engagement
- Track adoption and trends over time
- Support leadership and governance reporting
- Review high-level governance issues (e.g. pages with issues, spelling mistakes, broken links, etc.)
Primary audience:
Leadership, Intranet Owners, Digital Workplace teams
Important:
This dashboard is for oversight of the intranet. Identified trends should be investigated further using Site or Content dashboards.
Site Dashboard
Use this dashboard to answer:
“Which sites are performing well, and which need attention?”
Use when you want to:
- Review performance of individual sites or groups of sites
- Compare engagement across sites
- Identify priority sites for uplift or review
- Support conversations with site owners
Primary audience:
Intranet teams, Site owners, Governance teams
Content Dashboard
Use this dashboard to answer:
“What content needs to be fixed or improved?”
Use when you want to:
- Identify broken links
- Find stale or outdated pages
- Detect missing owners or editors
- Improve content quality and findability
Primary audience:
Content owners, Site owners
This dashboard is action‑focused and should be used regularly as part of content maintenance.
Health Tab
Use this dashboard to answer:
“How healthy is our intranet and where are the risks?”
Use when you want to:
- View overall health scores
- Understand common issue types
- Prioritise what to fix and when (e.g. spelling mistakes, broken links, accessibility issues, etc.)
- Track improvements or declines over time
- Support governance and risk discussions
Primary audience:
Intranet owners, Governance teams, content editors
AI Readiness Report (where enabled)
Use this report to answer:
“Is our content suitable for AI and Copilot experiences?”
Use when you want to:
- Assess content structure and clarity
- Identify risks for AI‑powered tools
- Support AI governance and readiness planning
Primary audience:
Intranet owners, Digital workplace / AI leads
3. Metric Ownership
Clear ownership ensures insights lead to action rather than confusion.
Content‑Level Metrics (Content Dashboard)
Examples:
- Spelling mistakes
- Broken links
- Stale or outdated content
- Missing content owners
Owned by:
✅ Content Owners / Site Owners
They are responsible for:
- Fixing identified issues
- Maintaining content quality
- Ensuring pages remain accurate and up to date
Site‑Level Metrics (Site Dashboard)
Examples:
- Site usage and engagement
- Site health trends
- Performance comparison between sites
Owned by:
✅ Site Owners, with oversight from the Intranet team
Intranet‑Level Metrics (Intranet Dashboard)
Examples:
- Overall usage and engagement
- Adoption trends
- Whole‑of‑intranet health
Owned by:
✅ Intranet Owners / Digital Workplace Team
These metrics are used to:
- Support leadership reporting
- Inform strategy and prioritisation
- Guide governance decisions
4. How a Customer Submits a Support Ticket in the Dashboards
Support Entry Point
All SWOOP support requests should be submitted via the support option within the SWOOP dashboards.
This ensures:
- Requests are captured consistently
- Issues can be tracked and reported on
- Recurring themes can be identified
How to Log a Support Ticket
- Click 'Help' in the bottom right
- Now click 'Request Support'
- This will open the Support Portal where you can submit your ticket
- Please fill in the details with as much information as you can
- Where possible, please include screenshots (these should be full screen and include the URL bar of the browser)
- Hit submit
What to Log as a Support Ticket
- Access or permission issues
- Data discrepancies or questions
- Dashboard behaviour or technical issues
- Requests for clarification on metrics
What Is Not a Support Ticket
- Content changes (owned by content owners)
- Governance decisions (this is an organisation specific, internal process)
- Strategy or prioritisation questions (this is an organisation specific, internal process)
Summary
SWOOP is most effective when:
- The right people have access
- Dashboards are used in the correct order
- Metric ownership is clearly understood
- Support requests are logged through the platform
This ensures analytics are actionable, governance is scalable, and insights lead to measurable improvement.