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73:downloads [2019/04/01 12:17] tnrn73:downloads [2020/04/23 17:37] – [Add Templates, Checklists and other guidance materials] aakr
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-====== Add Templates, Checklists and other materials ======+====== 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. 
 + 
 +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.
  
-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. 
  
 ===== Templates, Checklists, Folder creation ===== ===== Templates, Checklists, Folder creation =====
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 ===== Associations to Work Product, Workflow Activities or Milestones. ===== ===== Associations to Work Product, Workflow Activities or Milestones. =====
  
-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.+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.
  
-Click on the three dots in the "Used in" box and choose Add workflow and activities. After that type the name of the workproduct, If the workproduct is already present in the process, Stages automotically displays it.+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.
  
 If not the new workproduct can be created. In this case Component design workproduct is already present in the System and Software design folder. 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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 ===== Note ===== ===== Note =====
  
-The following guidelines/ procedure can be used for other Gudance objects too.(Templates, Tools, etc).+The following guidelines/ procedure can be used for other Guidance objects too.(''Templates''''Tools'', etc).