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- | ====== Add Templates, Checklists and other materials ====== | + | ====== Add Templates, Checklists and other guidance |
- | Checklists, Templates and other reference materials are very important to an organization. Checklists helps you keep track of projects | + | Guidance material provides information |
- | ===== Templates, Checklists, Folder creation ===== | + | For a given activity or workflow, work product transforms from one state to another (e.g. preliminary to in review) and guidance material like '' |
- | 1. Click on '' | + | 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 |
+ | ===== Creating and organizing guidance material ===== | ||
- | {{ : | + | Navigate to '' |
- | 2. Select the "'' | + | {{ https://doc.stagesasaservice.com/ |
- | {{ :73:tc1.png? | + | In order to manage growing number of guidance material, you can organize the material in folders. Folders can be created like any other guidance material. |
- | 3. Click on the three dots on the right and choose "Add Folder" | + | Existing guidance material can then be moved into this folder or new ones can be created in it. Typically, |
- | {{ : | ||
- | 4. Create folders and name them as Templates, Checklists, Tools, Practices.. as listed below. | + | ===== Adding Files to Guidance material ===== |
- | {{ :73:tc3.png? | + | 1. Click on the Component Design, click on ADD button. Once the ADDbutton is pressed, new files can be uploaded or the drag and drop feature can also be used. '' |
- | 5. Let us create a new checklist under the Checklist folder. The checklist is named as Component Design Checklist. To create a checklist, click on the checklist folder, click on the three dots on the right corner and press add checklist. | + | [[https:// |
- | {{ :73:tc4.png? | + | [[https:// |
- | {{ :73:tc6.png? | + | [[https:// |
- | ===== Adding Files to Guidance material | + | ===== Associations |
+ | |||
+ | Once the '' | ||
+ | |||
+ | Click on the three dots in the "Used in" box and choose Add '' | ||
+ | |||
+ | If not the new workproduct can be created. In this case Component design workproduct is already present in the System and Software design folder. | ||
- | 1. Click on the Component Design, click on <font inherit/inherit;;# | + | [[https://doc.stagesasaservice.com/lib/exe/ |
- | {{ :73:tc7.png? | + | [[https:// |
- | {{ : | + | ===== Note ===== |
- | | + | The following guidelines/ procedure can be used for other Guidance objects too.('' |