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“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.

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“How to” Process Guides

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  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

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