NotoWare Support: Resource Display

Resources
- Assign Implementation Team

Assign Implementation Team

SUP-NTW-ADM TSK 000027 01

Release Date: 9/28/2018 3:00 PM

Business Process: NotoWare
Group: Process Admin

Purpose:	This document provides instructions for assigning user to the implementation team role. This is a team of users that author and approve document changes for the business process. The implementation team are business process experts with the authority to author documentation for the business process. The team also has users with authority to approve the documentation for release.
Scope:	Assigning the implementation team is performed by the process administrator. The implementation team assignments should be setup early allowing users to start process documentation. Team assignments can always be adjusted.

1 Identify Team Users

Identify users for the implementation team.
Start off with identifying who needs to approve documentation for release.
- Multiple users can be assigned as approvers. They would all need to approve the changes before the project can be released.
- If the documentation is being performed by a single person they should be assigned as an approver.
Identify the users who can author documentation.
- To get documentation done quickly assign employees that perform the tasks as authors.

Last revision: 9/28/2018

2 Open the Implementation Team Screen

	Software: NotoWare Application
	Screens: Administrative Assignments
	Path: Features > Business Process Administration > Administrative > Administrative Assignments

Software: NotoWare Application

Screens: Administrative Assignments

Path: Features > Business Process Administration > Administrative > Administrative Assignments

The Administrative Assignments screen allows assigning users to administrative functions.

Field name/Feature	Description
Process Admin	This role is for assigning users as business process administrators. The assigned users will have access to the process administrative functions from the menu. The Admin option shows the current count of admins and opens the select user function to add or remove users as being process administrators. The History option shows the history of when users were added or removed from the process administrators role.
Auditor	This role is for users as auditors to the business process. The auditor can review the process's documentation and user review history. The assigned users will have access to the auditor functions from the menu. The Auditors option shows the current count of auditors and opens the select user feature to add or remove users as being auditors. The History option shows the history of when users were added or removed from the auditor role.
Process Support	This role is for assigning users as process support for the process. The support users will field the process issues for process. These users will have access to process support function from the user features screen The support feature for the process is turned on by assigning users as process support. The Supporters option shows the current count of supporters and opens the select user feature to add or remove users as being support for the process. The History option shows the history of when users were added or removed from the support role.
Implementation Team	This role is for assigning users to the implementation team for a process. The implementation team is a group of users who are the default team for the process projects of the process. Members of this team are assigned as authors or approvers and are responsible for implementing project changes that may involve multiple documents. These users will have access to these projects from the User Features screen. The Team option will show the current count of team members and open the select user feature to assign users as the authority of either author or approver. The history option shows the history when users were added or removed from the implementation team role.

Go to the Process Administrator Screen Menu: Features > Business Process Administrator
Select the process for the implementation team from the process list grid.
Select the menu item: Administrative > Administrative Assignments
On the Administrative Assignment screen select the Team option for the Implementation Team role.

Last revision: 9/28/2018

3 Assign Implementation Team

	Software: NotoWare Application
	Screens: User Document Role Assignments
	Path: Features > Business Process Administrator > Process > Assignment and Reviews >Document Assignments > Role >Users

Software: NotoWare Application

Screens: User Document Role Assignments

Path: Features > Business Process Administrator > Process > Assignment and Reviews >Document Assignments > Role >Users

The User Assignments screen is for assigning user to the documents in a document role

Field name/Feature	Description
Alphabetical List	List users whose last name starts with the selected user
Search criteria	Users can be search for user the following criteria: Search field: (configured list of user fields for searching Criteria options: (Starts With, Contains, Ends With,Is Empty) Search value: Search button. When selected a search for users will be based on the search criteria
Users in document roles button	List users who have document assignments for the business process.
Add New button	Select this button to add new users. Buttons availability is based on configuration.
User Selection list (left list)	Displays a list of users based on the selection criteria and the user is not already part of the project team. The organization of user list is configurable.
Assignments (right list)	List the user assigned to the role using one of following authorities: View: User can view and select documents in role User: View authority and user is required to review documents and document changes Author: Same as user authority and user is able author document changes. Approver: Same as author and user needs to approve document changes before document is released. User are assigned using a drag drop method from the user selection list to the assignment list and authority node. Assignments are removed by dragging users to the red node to remove users.

Assigning the implementation team uses the same drag and drop functionality as other role assignments.

Display the users in the left by selecting the users last name initial
Using your mouse drag the user from the list on the left to either the author or approver authority on the right.

Last revision: 9/28/2018

4 Inform Users of Team Assignments

Inform the users that they are assigned to the implementation team.

Last revision: 9/28/2018

Last Section

Field name/Feature	Description
Outline Control	The outline control is located on the left-hand side and is used to navigate to document content. The outline control lists both the document titles and the sections within the document (see below). Note: the "Display Process/Group Information" option will further organize the documents in the outline by process and group. Click on the box to see this information. That outline may contain multiple documents for the following reasons: Custom list: the outline enables users to navigate between the documents on their custom list. Related documents: users can identify reference documents in their document sections. When the primary document is open, the reference documents are added to the outline as related documents and can be quickly navigated to for review. Project documents: the list of documents that are being created or modified in a project will be listed in the outline for the project.
Document Content	The document content is located in the center of the document display screen and lists the document details. The document content consists of four main components: Title Header Sections Branches
Title	The Title area displays following information: Document title. Document type icon . The "Business Process' and "Group" information for the document. The document id. The id consists of: The prefixes for department - process - group The prefix for the document type Numeric document id Document revision The release date for the document
Header	The header content area is optional and contains additional information for the document i.e. Purpose and Scope. The header contents will vary and are based upon the template configuration for that specific document type.
Sections	The sections of the document will contain the bulk of the information for the document. The section types, formatting and number of sections will vary and are based upon the template configuration for the document type. The sections also display the revision date for the section. User Interface display: if the section is associated with a user interface, then the interface name, application and path location for the interface is also displayed. Reference Document display: if the section is associated with a reference document or documents, then the list of documents will be displayed within the section.
Branches	Branches are optional sections used primarily in instructional documents. They allow the user to branch off of the typical path of instructions to address an exception or atypical work scenario. Branches are separated from the rest of the document instructions and do not interfere with the typical path of instructions. The branch area has a header section used to describe the purpose of the branch and sections that are similar to document sections. At the end of the branch, the user can return back to a document section.
Document Options Menu	The document options menu provides access to functions for the open document: The menu provide options to the following functions: Print Page: open a new browser page with the contents of the document that can be printed. Show Interface Items: displays interface information associated with the document sections. List Interface Items: displays a list of the interface items associated with the document section. User Team: displays the users who are assigned to the document. Modify: menu item only visible for users assigned as authors or approvers for the document. The menu option will create a project to modify the document. Create Issue: menu item only appears if the document process has assigned a support team to address issues. The menu option will create a new issue for recording the issue concerning the document. Associated Documents: displays a list of documents that uses this document as a reference. Revisions: provides a list of the document revisions and allows the user to view the modifications for each revision.

Purpose:

Scope: