Guidance material provides information on HOW to perform processes. It can come in different format such as templates, checklists, training, tools, or practices.

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.

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.

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)<font 16px/inherit;;#ffffff;;#c0392b>(1)</font> .

When defining larger processes, you can organize the guidance material in folders for better readability. Folders can be created by selecting Add Folder option. You can then create new guidance material in the folder; or can Move existing guidance material and Paste it in the Folder.

Guidance material can be organized in different folders based on the type e.g. checklist, templates, tools; or process e.g. Program Management, Requirements Analysis, etc. Use your organization's standard practice, ease of navigation, as well as structure when the process is integrated into another to determine folder structure and naming convention.

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.

Once the template, checklist has been created. It has to be linked to the objects in the metamodel. Let us assume the Checklist “Component Design” is linked to the workproduct Component design.

Click on the three dots in the “Used in” box and choose Add workproducts. After that type the name of the workproduct, If the workproduct is already present in the process, Stages automotically displays it.

If not the new workproduct can be created. In this case Component design workproduct is already present in the System and Software design folder.

The following guidelines/ procedure can be used for other Guidance objects too.(Templates, Tools, etc).