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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 '' | + | ===== 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 '' | + | [[https:// |
- | {{ :73:tc4.png? | + | [[https:// |
- | {{ :73:tc6.png? | + | [[https:// |
- | ===== Adding Files to Guidance material | + | ===== Associations |
- | 1. Click on the Component Design, click on <font inherit/ | + | Once the '' |
- | {{ :73:tc7.png? | + | Click on the three dots in the "Used in" box and choose Add '' |
- | {{ :73:tc8.png? | + | If not the new workproduct can be created. In this case Component design workproduct is already present in the System and Software design folder. |
- | {{ :73:tc9.png? | + | [[https:// |
- | ===== Associations to Work Product, Workflow Activities or Milestones. | + | [[https:// |
- | Once the template, checklist has been created. It has to be linked to the objects in the metamodel. Let us assume the Checklist " | + | ===== Note ===== |
- | + | ||
- | 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 not the new workproduct can be created. In this case Component design workproduct is already present in the System and Software design folder. | + | |
- | {{ :73:tc10.png? | + | The following guidelines/ procedure can be used for other Guidance objects too.('' |