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73:downloads [2019/09/29 18:08] – [Add Templates, Checklists and other materials] ohh | 73:downloads [2020/05/19 18:57] – [Creating and organizing guidance material] aakr | ||
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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 help you keep track of projects | + | Guidance material provides information |
+ | For a given activity or workflow, work product transforms from one state to another (e.g. preliminary to in review) and guidance material like '' | ||
- | ===== Templates, Checklists, Folder creation | + | 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 | ||
- | 1. Click on '' | + | Navigate to '' |
- | {{ :73:process1.png?direct&338x464 | + | {{ |
- | 2. Select | + | In order to manage growing number of guidance material, you can organize |
- | {{ :73:tc1.png? | + | Existing guidance material can then be moved into this folder or new ones can be created in it. Typically, the guidance material is organized in different folders based on the type e.g. checklist, templates, tools; or process e.g. Program Management, Requirements Analysis, etc. The goal to organize and name the folders should be ease of |
- | 3. Click on the three dots on the right and choose "Add Folder" | ||
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- | {{ : | ||
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- | 4. Create folders and name them as '' | ||
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- | {{ : | ||
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- | 5. Let us create a new '' | ||
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- | {{ : | ||
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- | {{ : | ||
===== Adding Files to Guidance material ===== | ===== Adding Files to Guidance material ===== | ||
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1. Click on the Component Design, click on <font inherit/ | 1. Click on the Component Design, click on <font inherit/ | ||
- | {{ : | + | [[https:// |
- | {{ : | + | [[https:// |
- | {{ : | + | [[https:// |
===== Associations to Work Product, Workflow Activities or Milestones. ===== | ===== Associations to Work Product, Workflow Activities or Milestones. ===== | ||
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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. | If not the new workproduct can be created. In this case Component design workproduct is already present in the System and Software design folder. | ||
- | {{ : | + | [[https:// |
- | {{ : | + | [[https:// |
===== Note ===== | ===== Note ===== | ||
- | The following guidelines/ procedure can be used for other Gudance | + | The following guidelines/ procedure can be used for other Guidance |