Stages Documentation

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73:downloads [2020/04/23 20:37] – [Templates, Checklists, Folder creation] aakr73:downloads [2024/02/15 00:00] (current) – external edit 127.0.0.1
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 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. 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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-===== Create folders and add guidance material ===== 
  
 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. 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 a folder ===== +===== Creating and organizing guidance material =====
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-1. Click or tap on ''Process''. +
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-{{  :73:process1.png?direct&250x343  }} +
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-2. Select the ''Guidance'' folder under ''Process''. +
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-{{  :73:tc1.png?direct&250x427  }} +
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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&250x339  }} +
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-4. Create folders and name them as ''Templates'', ''Checklists'', ''Tools'','' Practices''.. as listed below. +
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-===== Creating and organizing a guidance material =====+Navigate to ''Process'' and click or tap on''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).
  
-1. 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/plugins/ckgedit/fckeditor/userfiles/image/73/guidance_folder.png?nolink&250x591  }}
  
-{{  :73:tc4.png?direct&250x316  }}+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.
  
-{{  :73:tc6.png?direct&250x331  }}+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
  
  
 ===== Adding Files to Guidance material ===== ===== Adding Files to Guidance material =====
  
-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.+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. ''Checklist'' are usually in word or excel format.
  
-{{  :73:tc7.png?direct&1115x340  }}+[[https://doc.stagesasaservice.com/lib/exe/fetch.php?media=73:tc7.png|{{  :73:tc7.png?direct&1115x340  }}]]
  
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 ===== 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.
  
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 ===== Note ===== ===== Note =====