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73:downloads [2019/09/29 18:08]
ohh [Add Templates, Checklists and other materials]
73:downloads [2020/05/19 18:57] (current)
aakr [Creating and organizing guidance material]
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-====== Add Templates, Checklists and other materials ======+====== Add Templates, Checklists and other guidance ​materials ======
  
-Checklists, Templates and other reference materials are very important to an organization. Checklists help you keep track of projects ​on deadline and ensures you're organized throughout the day. Templates also enables you to maintain the same branding and layout of all your documentation across all your tasks and projects.+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.
  
-===== Templates, Checklists, Folder creation ​=====+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. 
 +===== Creating and organizing guidance material ​=====
  
-1. Click on ''​Process''​.+Navigate to ''​Process'' ​<font inherit/​inherit;;​inherit;;​rgb(255,​ 255, 255)>and click or tap on</​font>''​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).
  
-{{  :73:process1.png?direct&338x464 ​ }}+{{  ​https://​doc.stagesasaservice.com/​lib/​plugins/​ckgedit/​fckeditor/​userfiles/​image/​73/​guidance_folder.png?nolink&250x591 ​ }}
  
-2. Select ​the "''​Guidance''"​ folder under ''​Process''​.+In order to manage growing number of guidance material, you can organize ​the material in folders. Folders can be created like any other guidance material.
  
-{{  :73:tc1.png?​direct&​331x566 ​ }}+Existing guidance material can then be moved into this folder or new ones can be created in itTypically, the guidance material is organized in different folders based on the type e.g. checklist, templates, tools; or process e.g. Program Management, Requirements Analysis, etc. The goal to organize and name the folders should be ease of
  
-3. Click on the three dots on the right and choose "Add Folder"​. 
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-{{  :​73:​tc2.png?​direct&​336x456 ​ }} 
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-4. Create folders and name them as ''​Templates'',​ ''​Checklists'',​ ''​Tools'',''​ Practices''​.. as listed below. 
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-{{  :​73:​tc3.png?​direct&​337x779 ​ }} 
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-5. Let us create a new ''​checklist''​ under the Checklist folder. The checklist is named as Component Design Checklist. To create a ''​checklist'',​ click on the checklist folder, click on the three dots on the right corner and press add checklist. 
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-{{  :​73:​tc4.png?​direct&​340x430 ​ }} 
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-{{  :​73:​tc6.png?​direct&​338x447 ​ }} 
  
 ===== Adding Files to Guidance material ===== ===== Adding Files to Guidance material =====
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 1. Click on the Component Design, click on <font inherit/​inherit;;#​3498db;;​inherit>​ADD</​font>​ button. Once the <font inherit/​inherit;;#​3498db;;​inherit>​ADD</​font>​button 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. 1. Click on the Component Design, click on <font inherit/​inherit;;#​3498db;;​inherit>​ADD</​font>​ button. Once the <font inherit/​inherit;;#​3498db;;​inherit>​ADD</​font>​button 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.
  
-{{  :​73:​tc7.png?​direct&​1115x340 ​ }}+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​tc7.png|{{  :​73:​tc7.png?​direct&​1115x340 ​ }}]]
  
-{{  :​73:​tc8.png?​direct&​1115x639 ​ }}+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​tc8.png|{{  :​73:​tc8.png?​direct&​1115x639 ​ }}]]
  
-{{  :​73:​tc9.png?​direct&​1115x425 ​ }}+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​tc9.png|{{  :​73:​tc9.png?​direct&​1115x425 ​ }}]]
  
 ===== Associations to Work Product, Workflow Activities or Milestones. ===== ===== Associations to Work Product, Workflow Activities or Milestones. =====
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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. If not the new workproduct can be created. In this case Component design workproduct is already present in the System and Software design folder.
  
-{{  :​73:​tc10.png?​direct&​575x464 ​ }}+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​tc10.png|{{  :​73:​tc10.png?​direct&​575x464 ​ }}]]
  
-{{  :​73:​tc11.png?​direct&​575x574 ​ }}+[[https://​doc.stagesasaservice.com/​lib/​exe/​fetch.php?​media=73:​tc11.png|{{  :​73:​tc11.png?​direct&​575x574 ​ }}]]
  
 ===== Note ===== ===== Note =====
  
-The following guidelines/ procedure can be used for other Gudance ​objects too.(''​Templates'',​ ''​Tools'',​ etc).+The following guidelines/ procedure can be used for other Guidance ​objects too.(''​Templates'',​ ''​Tools'',​ etc).