“How to” Process GuidesChris McAteer11 June 2009

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Agenda

1. Background

2. Key Features

3. Example

4. Feedback

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Background

• Line 500 / Sage 1000 Help contains

– Option Level Help (Form help)

• opens by selecting F1

– Reference Help (further information pages)

• available from the Option Level Help

– Project Help (DAnnnn licensed projects)

• Nothing available from a ‘Business Process’ perspective

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• Wanted something that;

– does not duplicate our existing ‘Help’

– provides high level information from a quick link

– clear and simple

– customisable

– easily printable

– not overwritten once customised

Background

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Key Features

• Overview

– Benefit to a business

– When it might be used

– Why it might be used

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Key Features

• Process Flow

– Brief introduction to the ‘process’

– Summary of the process

• in ‘steps’

– Visual

– Provides simple reference point

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Key Features

• Steps

– Each ‘step’ of Process Flow covered in more detail

– Summary ofwhat isinvolved tocomplete thestep

– Appropriateoptions to use

– Segments ofscreen formscaptured tosupport text

– Key factsprovided

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Key Features

• Editable region

– Add your own notes or warnings

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Key Features

• Business Benefits

– Why do I want to do this

– What use is it to me

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Key Features

• Technical Page

– Separated

•Target audience

– Hyperlinks to Help

– Hyperlinks to Project information

– Hyperlinks to System key information

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Example

Overview

Process

Step

Editable Region

Flow

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• Covered the original aim of these guides

– Do not duplicate existing ‘Help’ – follows a business process – Provide high level information – key information – Available from a quick link – button on the Help toolbar – Clear and simple – steps, images, key information – Written using Microsoft Word

•Customisable •Easily printable

– Not overwritten – read only by default

Feedback

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• Concept stage

– Nelsons

– Datel

• So far we have produced Process Guides for

– Stocktaking

– Period end

•General Ledger

•Sales Invoicing

– Year end

•General Ledger

– Import a General Ledger budget from a spreadsheet

– Complete the despatch confirmation process

– Load routes onto a works order

Feedback

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Questions

• Do you feel that these would be useful?

• Should we continue producing them?

• Any other questions?

Thank you