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73:tailor_process [2020/03/30 13:30] emr73:tailor_process [2020/04/14 17:44] emr
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 ====== 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 =====
  
-Start TA via Start page > "... > Start Tailoring"+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''.
  
-Show compliance warnings+The tailoring assistant will step through the tailoring questions and answers that are modeled into the processes.
  
-The tailoring assistant can be used by users with ''Tailoring Modify'' permissions. ''Process Modify'' permissions are not required.+Tailoring questions, answers, and dependencies are defined by the process modelers. See [[:73:tailoring_definition|here how this is being done]].
  
-Defining the tailoring rules is the responsibility of the process authors. See [[:73:tailoring_definition|here how this is being done]].+TODOscreenshot
  
 +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.
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 +The tailoring assistant can be used by users with ''Tailoring Modify'' permissions. ''Process Modify'' permissions are not required.
 ===== Manual Tailoring ===== ===== Manual Tailoring =====