Stages Documentation

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
Next revisionBoth sides next revision
73:tailor_process [2020/01/16 12:32] – [Manual Tailoring] vtbr73:tailor_process [2020/04/14 17:44] – emr
Line 1: Line 1:
 ====== Tailor a Process ====== ====== Tailor a Process ======
  
-TODO EMR+Engineering processes typically differ from project to project. Process tailoring is one way to adjust a standard process to the diferent requirements of each project or program. Stages provides two levels of tailoring: using the tailoring rules that are modeled into the processes and manually adjusting the processes for situations not covered by the tailoring rules.
  
 ===== Using the Tailoring Assistant ===== ===== Using the Tailoring Assistant =====
  
-Show compliance warnings+The tailoring assistant guides you through the tailoring process. It can be started via the process start page and ''... > Start Tailoring'' or ''Management > Tailoring > Start Tailoring''.
  
-The tailoring assistant can be used by users with ''Tailoring Modify'' permissions. ''Process Modify'' permissions are not required.+The tailoring assistant will step through the tailoring questions and answers that are modeled into the processes.
  
-Defining the tailoring rules is the responsibility of the process authors. See [[:73:tailoring_definition|here how this is being done]].+Tailoring questions, answers, and dependencies are defined by the process modelers. See [[:73:tailoring_definition|here how this is being done]].
  
-===== Manual Tailoring =====+TODO: screenshot
  
-Manual tailoring can be performed by users with ''Manual Tailoring Modify'' permissions. ''Process Modify'' permissions are not required.+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.
  
 +If process elements that are mapped to any reference standards will be tailored away, Stages warns you about potential compliance violations.
 +
 +The tailoring assistant can be used by users with ''Tailoring Modify'' permissions. ''Process Modify'' permissions are not required.
 +===== Manual Tailoring =====
  
 +[[:73:tailoring_definition|Manual tailoring]] can be performed by users with ''Manual Tailoring Modify'' permissions. ''Process Modify'' permissions are not required.
 ===== Tailoring Reports ===== ===== Tailoring Reports =====