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73:downloads [2019/04/01 10:24] – tnrn | 73:downloads [2020/05/19 18:40] – [Creating a folder] aakr |
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====== Add Templates, Checklists and other materials ====== | ====== Add Templates, Checklists and other guidance materials ====== |
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Checklists, Templates and other reference materials are very important to an organization. Checklists helps you keep track of projects on deadline and ensures you're organized throughout the day. Templates also enables you to maintain the same branding and layout of all your documentation across all your tasks and projects. | Guidance material provides information on how to perform processes. It can come in different format such as templates, checklists, training, tools, or practices. |
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===== 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 ''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. |
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1. Click on ''Process''. | 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. |
| ===== Creating and organizing guidance material ===== |
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{{ :73:process1.png?direct&338x464 }} | Navigate to ''Process''<font inherit/inherit;;inherit;;rgb(255, 255, 255)>and click or tap on</font>''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). |
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2. Select the "''Guidance''" folder under ''Process''. | {{ https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/73/guidance_folder.png?nolink&250x591 }} |
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{{ :73:tc1.png?direct&331x566 }} | In order to manage growing repository of guidance, you can organize the material in folders. Folders can be created |
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3. Click on the three dots on the right and choose "Add Folder". | |
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{{ :73:tc2.png?direct&336x456 }} | ===== Adding Files to Guidance material ===== |
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4. Create folders and name them as ''Templates'', ''Checklists'', ''Tools'','' Practices''.. as listed below. | 1. Click on the Component Design, click on <font inherit/inherit;;#3498db;;inherit>ADD</font> button. Once the <font inherit/inherit;;#3498db;;inherit>ADD</font>button is pressed, new files can be uploaded or the drag and drop feature can also be used. ''Checklist'' are usually in word or excel format. |
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{{ :73:tc3.png?direct&337x779 }} | [[https://doc.stagesasaservice.com/lib/exe/fetch.php?media=73:tc7.png|{{ :73:tc7.png?direct&1115x340 }}]] |
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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://doc.stagesasaservice.com/lib/exe/fetch.php?media=73:tc8.png|{{ :73:tc8.png?direct&1115x639 }}]] |
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{{ :73:tc4.png?direct&340x430 }} | [[https://doc.stagesasaservice.com/lib/exe/fetch.php?media=73:tc9.png|{{ :73:tc9.png?direct&1115x425 }}]] |
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{{ :73:tc6.png?direct&338x447 }} | ===== Associations to Work Product, Workflow Activities or Milestones. ===== |
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===== Adding Files to Guidance material ===== | Once the ''template'','' checklist'' has been created. It has to be linked to the objects in the metamodel. Let us assume the Checklist "Component Design" is linked to the workproduct Component design. |
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1. Click on the Component Design, click on <font inherit/inherit;;#3498db;;inherit>ADD</font> button. Once the <font inherit/inherit;;#3498db;;inherit>ADD</font>button is pressed, new files can be uploaded or the drag and drop feature can also be used. ''Checklist'' are usually in word or excel format. | Click on the three dots in the "Used in" box and choose Add ''workproducts''. After that type the name of the workproduct, If the workproduct is already present in the process, Stages automotically displays it. |
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| If not the new workproduct can be created. In this case Component design workproduct is already present in the System and Software design folder. |
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| [[https://doc.stagesasaservice.com/lib/exe/fetch.php?media=73:tc10.png|{{ :73:tc10.png?direct&575x464 }}]] |
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{{ :73:tc7.png?direct&1115x340 }} | [[https://doc.stagesasaservice.com/lib/exe/fetch.php?media=73:tc11.png|{{ :73:tc11.png?direct&575x574 }}]] |
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{{ :73:tc8.png?direct&1115x639 }} | ===== Note ===== |
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{{ :73:tc9.png?direct&1115x425 }} | The following guidelines/ procedure can be used for other Guidance objects too.(''Templates'', ''Tools'', etc). |
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