Getting Started & Basics

• Switching Between the New and Old Interfaces

  1. Switch to Granite's new interface by clicking the "Try the new user interface" button at the top of the page. Switching between interfaces does not affect the integrity of your data in Granite, so you can safely explore the new interface. ![](https://images.tango.us/workflows/b9809393-bd7d-48b1-b5cf-cdc4a5f09f44/steps/7184a074-446f-4775-b411-cfcae0b0ab5c/5042dc11-d8d8-453b-bb95-5c370e38682b.png?fp-x=0.3586&fp-y=0.3425&fp-z=1.3540&w=1200&border=F4F2F7&bx=292&by=24&bw=270&bh=80&c=ffa21d&dpFew readers

• Navigating the Home Page

  1. At the top of the home page, you'll find a button for creating new reports. 2. A. Your pinned tools are displayed in the left column. B. All tools available to you are displayed in the right column. You can pin a tool using the tFew readers

• Navigating the Tool View

  1. Use the tabs at the top to navigate between the different views. The tool has three main views: Assessment, Reporting, and Form List for each form. 2. To navigate to the Assessment view, select an item from the organizational tree. You cFew readers

• Using Granite AI

  Granite AI is available with the Granite Enterprise platform and must be enabled separately. Access to Granite AI is managed through a dedicated permission, allowing organizations to restrict its use to selected users. Granite AI can be accessed directly from any form list or individual form. In other views, users must select which form they want Granite AI to analyze. 1. In the form list view, click the Granite AI button in the top-right corner to open Granite AI in the right-hand sidebar.Few readers

Adding Information

• Adding a Form

  1. Click the name of the tool you want to open. On the Granite home page, select the tool where you want to add a new form. 2. Click the "Add Form" button. ![](https://images.tango.us/workflows/cf79338e-e66c-455c-b57d-f81bad6Few readers

• Submitting a Report

  1. Click the "Submit a Report" button. 2. Select the type of report you want to submit. ![](https://images.tango.us/workflows/3fa52907-a2b8-437d-90c6-c9aaa11556c8/steps/55d8d896-c48b-4851-bd19-8e49b8f33ff6/fb4a39da-9994-42ae-b82c-e5e3b5ba92Few readers

• Viewing Your Submitted Reports

  1. To view reports you have previously submitted, start by clicking "New Report". 2. Select the tool containing the reports you want to view. ![](https://images.tango.us/workflows/64e9a5ad-24fa-4bda-b3a8-079c1b5fcd38/steps/3d401297-1b1b-47aFew readers

• Importing Forms from Excel

  1. Click the downward arrow and select "Import Forms". 2. A. Select the item where you want to import the forms. B. Click the "Next" button. ![](https://images.tango.us/workflows/e86ab2ca-4576-4843-988c-86c759bd3d6f/steps/10224649-dFew readers

Managing Forms & Data

• Using Form Properties

  1. You can adjust the width of the form by dragging its sidebar. 2. Use the "Table of Contents" menu to navigate directly to a specific section of the form. This feature is particularly useful for forms with a large number of sFew readers

• Filtering and Sorting Forms

  1. Click the "Search" button to search for any information in forms, including text, numbers, dates, and dropdown values. 2. Click the "Filter" button to filter forms based on any form field. You can also apply multiple filtersFew readers

Reporting & Exporting Data

• Generating a PDF Report

  1. Click the "Print PDF" button. 2. Select the information you want to include in the PDF report. ![](https://images.tango.us/workflows/148c4ace-fe0d-45e8-ba1d-1a7284d0c884/steps/847306a6-5c60-49f2-8b2d-7e0de4bd1bbd/787fcfeb-43f4-4379-8839-8Few readers

• Exporting Form Lists to CSV or Image

  1. Start by clicking the "View" button and selecting which columns you want to display in the form list. Only the columns selected in the current view will be included in the exported CSV or image file. 2. Click the download icon and choosFew readers

• Using Chart Features

  1. A. You can rearrange charts by dragging them from their titles. B. Click the question mark (?) icon to view instructions and information related to the chart. C. Click the "Download Image" button to download the chart as a PNG file. ![](https://images.tango.us/workflows/78e147c8-598d-499e-9a0b-afe22c4d7312/steps/ff8dd304-d4d0-41c3-8696-dfc0c578c738/3f4ea1c4-cc7f-44ef-a45b-7299a93caf5a.png?w=1200&c=ffa21d&dpr=2.00&1-w=128&1-h=60&1-x=200&1-y=578&2-w=80&2-h=80&2-x=324&2-y=568&3Few readers