1 / 15

“How to” Process Guides

These guides offer high-level information, clear steps, and key details for various business processes, enhancing understanding and productivity. Customizable and easily printable, they provide valuable insights without duplicating existing help resources.

mmcneal
Télécharger la présentation

“How to” Process Guides

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. “How to” Process Guides Chris McAteer 11 June 2009

  2. Agenda • Background • Key Features • Example • Feedback

  3. 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

  4. Background • 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

  5. Key Features • Overview • Benefit to a business • When it might be used • Why it might be used

  6. Key Features • Process Flow • Brief introduction to the ‘process’ • Summary of the process • in ‘steps’ • Visual • Provides simple reference point

  7. 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

  8. Key Features • Editable region • Add your own notes or warnings

  9. Key Features • Business Benefits • Why do I want to do this • What use is it to me

  10. Key Features • Technical Page • Separated • Target audience • Hyperlinks to Help • Hyperlinks to Project information • Hyperlinks to System key information

  11. Example Overview Process Flow Step Editable Region

  12. Feedback • 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 

  13. Feedback • 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

  14. Questions • Do you feel that these would be useful? • Should we continue producing them? • Any other questions?

  15. Thank you

More Related