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--- 712:downloads [2025/09/15 14:55] – created - external edit 127.0.0.1
+++ 712:downloads [2025/12/15 18:38] (current) – [Associations to Work Product, Workflow, Activity or Milestone.] Fryer, Kathryn
@@ Line 1: / Line 1: @@
 ====== Add Templates, Checklists and other Guidance Materials ======
-Guidance material provides information on HOW to perform processes. It can come in different format such as templates, checklists, training, tools, or practices.
+Guidance material provides information on HOW to perform processes. It can come in different formats such as templates, checklists, training, tools, or practices.
-For a given activity or workflow, work product transforms from one state to another (e.g. preliminary to in review) and guidance material like ''Checklist'' can help to standardize the steps or ''Practice'' can help to enforce best practices to achieve this transformation in a work product. Hence, the recommended practice is to link guidance to work products.
+Associate the formats to the element types best-suited for that type. For example, practices typically explain how to perform an activity; templates usually pertain to work products.
-Since the list of guidance material can grow overtime, it is recommended to organize such material in folders. For example, all templates can be stored under a folder called ''Template'' and they can even be further organized using sub-folders such as 'Program Management', 'System Requirements' and so on. Use your organization's standard practice, ease of navigation, as well as process architecture to determine folder structure and naming convention.
+Because the list of guidance material can grow overtime, use folders to organize the material and make it easier to find. For example, you could place all templates under a folder called ''Templates,'' and even further organize using sub-folders for different process areas such as 'Program Management', 'System Requirements' and so on. Use your organization's standard practice, ease of navigation, as well as process architecture to determine folder structure and naming conventions.
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 To create a new guidance material, navigate to ''Process'' and click or tap on ''Guidance''. Next click on the three dots or plus sign and select the relevant guidance material type (Practice, Tool, Training, Metric, Template, Checklist, Arbitrary File) **(1)**  .
-{{  https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance_folder.png?nolink&270x638  }}
+{{ https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance_folder.png?270x638&nolink }}
-When defining larger processes, you can organize the guidance material in folders for better readability. Folders can be created by selecting ''Add Folder'' option **(2)**  . You can then create new guidance material in the folder; or can ''Move'' existing guidance material and ''Paste'' it in the folder of your choice.
+When defining larger processes, you can organize the guidance material in folders for better readability. Create a folder by selecting ''Add Folder'' option **(2)**  . You can then create new guidance material in the folder; or move existing guidance material and ''Paste'' it in the folder of your choice.
 ===== Adding Files to Guidance material =====
-Once you have created guidance, you can add files to the Guidance by either clicking or tapping on ''Add'' button or using the ''Drag & Drop'' or B''rowse'' function. ''Add'' option also allows you to add link using ''ADD URL'' option.
+Once you have created a guidance element, you can add a file to it. Drag and drop a file onto the Files widget or click Add to upload a file, add a URL, or link to an existing file. You can configure Stages to store guidance files in the Stages repository or in an integrated CM repository.
-Guidance can be used as containter to specify type of Guidance (E.g. Template Project Plan) in a standard process. The projects that are instantiated using the standard processes can then contain the actual project specific files or URL.
+Guidance can be used as container to specify type of Guidance (E.g. Template Project Plan) in a standard process. The projects that are instantiated using the standard processes can then contain the actual project specific files or URL.
-{{  https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance_addfiles.png?nolink&900x513  }}
+{{ https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance_addfiles.png?900x513&nolink }}
 ===== Associations to Work Product, Workflow, Activity or Milestone. =====
-Guidance can be linked to other process elements by selecting the Guidance and using the ''USED IN'' option **(1)**  or by been in the process element and selecting the Guidance **(2)**.
+Link guidance to other process elements from the Guidance element's Used In widget **(1), ** or from the process element's Guidance widget **(2)**.
-[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=0f4fde&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance_usedin_1.png|{{  https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance_usedin_1.png?direct&900x337  }}]]
+[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=0f4fde&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance_usedin_1.png|{{ https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance_usedin_1.png?900x337 }}]]
-In below example, ''Guidance'' has been added in ''Work Product''.
+In the example below, the work product has associations to Template and Checklist guidance elements.
-{{  https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance_wp_1_1.png?direct&900x206  }}
+{{ https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance_wp_1_1.png?900x206&direct }}