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| 75:downloads [2020/05/22 04:20] – [Add Templates, Checklists and other Guidance Materials] aakr | 75:downloads [2024/02/15 00:00] (current) – external edit 127.0.0.1 |
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| ===== Creating and organizing guidance material ===== | ===== Creating and organizing guidance material ===== |
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| To create a new 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) <font 16px/inherit;;#ffffff;;#ff0000>**(1)**</font> . | To create a new 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)** . |
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| {{ https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance_folder.png?nolink&270x638 }} | {{ https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance_folder.png?nolink&270x638 }} |
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| When defining larger processes, you can organize the guidance material in folders for better readability. Folders can be created by selecting ''Add Folder'' option <font 16px/inherit;;#ffffff;;#ff0000>**(2)**</font> . You can then create new guidance material in the folder; or can ''Move'' existing guidance material and ''Paste'' it in the folder of your choice. | When defining larger processes, you can organize the guidance material in folders for better readability. Folders can be created by selecting ''Add Folder'' option **(2)** . You can then create new guidance material in the folder; or can ''Move'' existing guidance material and ''Paste'' it in the folder of your choice. |
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| ===== Adding Files to Guidance material ===== | ===== Adding Files to Guidance material ===== |
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| 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 you have created guidance, you can add files to the Guidance by either clicking or tapping on ''Add'' button or using the ''Drag & Drop'' or B''rowse'' function. ''Add'' option also allows you to add link using ''ADD URL'' option. |
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| [[https://doc.stagesasaservice.com/lib/exe/fetch.php?media=73:tc7.png|{{:73:tc7.png?direct&1115x340}}]] | Guidance can be used as containter to specify type of Guidance (E.g. Template Project Plan) in a standard process. The projects that are instantiated using the standard processes can then contain the actual project specific files or URL. |
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| [[https://doc.stagesasaservice.com/lib/exe/fetch.php?media=73:tc8.png|{{:73:tc8.png?direct&1115x639}}]] | {{ https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance_addfiles.png?nolink&900x513 }} |
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| [[https://doc.stagesasaservice.com/lib/exe/fetch.php?media=73:tc9.png|{{:73:tc9.png?direct&1115x425}}]] | |
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| ===== Associations to Work Product, Workflow Activities or Milestones. ===== | ===== Associations to Work Product, Workflow, Activity or Milestone. ===== |
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| 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. | Guidance can be linked to other process elements by selecting the Guidance and using the ''USED IN'' option **(1)** or by been in the process element and selecting the Guidance **(2)**. |
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| 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. | [[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=0f4fde&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance_usedin_1.png|{{ https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance_usedin_1.png?direct&900x337 }}]] |
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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. | In below example, ''Guidance'' has been added in ''Work Product''. |
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| [[https://doc.stagesasaservice.com/lib/exe/fetch.php?media=73:tc10.png|{{:73:tc10.png?direct&575x464}}]] | {{ https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/guidance_wp_1_1.png?direct&900x206 }} |
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| [[https://doc.stagesasaservice.com/lib/exe/fetch.php?media=73:tc11.png|{{:73:tc11.png?direct&575x574}}]] | |
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| ===== Note ===== | |
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| The following guidelines/ procedure can be used for other Guidance objects too.(''Templates'', ''Tools'', etc). | |
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