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73:tailor_process [2020/06/15 19:54] – [Manual Tailoring] aakr | 73:tailor_process [2023/11/22 11:38] – [Tailoring Reports] chhl | ||
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====== Tailor a Process ====== | ====== Tailor a Process ====== | ||
- | Engineering processes typically differ from project to project. Process tailoring is one way to adjust a standard process to the diferent | + | Engineering processes typically differ from project to project. Process tailoring is one way to adjust a standard process to the different |
===== Using the Tailoring Assistant ===== | ===== Using the Tailoring Assistant ===== | ||
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Tailoring questions, answers, and dependencies are defined by the process modelers. See [[: | Tailoring questions, answers, and dependencies are defined by the process modelers. See [[: | ||
- | [[https:// | + | {{ https:// |
After all tailoring questions are answered, Stages calculates the optimal process configuration for the given answers. If you chose to skip some questions, the respective tailoring dependencies will be ignored. | After all tailoring questions are answered, Stages calculates the optimal process configuration for the given answers. If you chose to skip some questions, the respective tailoring dependencies will be ignored. | ||
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If process elements that are mapped to any reference standards will be tailored away, Stages warns you about potential compliance violations. For example, if project classification is answered as low risk, elements related to risk will be removed from the process and warning related to potential violation of reference standards mapped to these elements will be displayed. | If process elements that are mapped to any reference standards will be tailored away, Stages warns you about potential compliance violations. For example, if project classification is answered as low risk, elements related to risk will be removed from the process and warning related to potential violation of reference standards mapped to these elements will be displayed. | ||
- | [[https:// | + | {{ https:// |
The tailoring assistant can be used by users with '' | The tailoring assistant can be used by users with '' | ||
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[[: | [[: | ||
- | To manually tailor an element in or out of the process, click or tap on three dots and select '' | + | To manually tailor an element in or out of the process, click or tap on three dots next to the element' |
- | {{ https:// | + | [[https:// |
===== Tailoring Reports ===== | ===== Tailoring Reports ===== | ||
- | … | + | Under Reports, two default tailoring reports are available in the Tailoring folder: Tailoring Overview and Tailoring Statistics. |
+ | |||
+ | [[https:// | ||
+ | |||
+ | In tailoring overview report, for the selected process version user can view if an element has been | ||
+ | |||
+ | * L=Locally: created locally within the workspace | ||
+ | * M=Modified/ | ||
+ | * A=Annotated: | ||
+ | * R=Removed: removed/ | ||
+ | |||
+ | Along with above information, | ||
+ | |||
+ | Tailoring Statistics report provides useful metrics to monitor how often tailoring happens in different process areas. If process elements are getting tailored frequently, it might be an indicator that a new process variant of the current standard is needed. Similarly, if a process element is getting tailored out frequently, it might make sense to remove the element from standard process itself. | ||
+ | |||
+ | Tailoring Statistics and Overview report can be used in combination to improve standard processes as well as tailoring rules to meet changing business needs. | ||
===== Reset Tailoring ===== | ===== Reset Tailoring ===== | ||
- | All tailoring can be reset to the default | + | All tailoring can be reset to the default |
+ | |||
+ | {{ https:// | ||
+ | |||
+ | Or by navigating to '' | ||
+ | |||
+ | '' | ||