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| 712:downloads [2025/12/15 18:32] – [Creating and organizing guidance material] Fryer, Kathryn | 712:downloads [2025/12/15 18:38] (current) – [Associations to Work Product, Workflow, Activity or Milestone.] Fryer, Kathryn |
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| ===== Adding Files to Guidance material ===== | ===== Adding Files to Guidance material ===== |
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| 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. |
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| 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. |
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| {{ 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 }} |
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| ===== Associations to Work Product, Workflow, Activity or Milestone. ===== | ===== Associations to Work Product, Workflow, Activity or Milestone. ===== |
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| 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)**. |
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| [[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 }}]] |
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| 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. |
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| {{ 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 }} |
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