Loading Process Guidance into TopTeam Repository and linking it to a Project

Overview

TopTeam Active Process Guidance™ helps you associate process guidance with projects in TopTeam repository. It allows organizations to integrate TopTeam with their people and processes in a meaningful way. You can thus adopt TopTeam into your organization in a more efficient manner.
TopTeam Active Guidance™ acts as a just-in-time job aid to provide step-by-step assistance to users of TopTeam at every step of the project lifecycle.

This article explains how to add a Process Guidance file to TopTeam repository, associating it with a project and the active guidance it provides when working with TopTeam.

Who should read this?

  • TopTeam Users
  • TopTeam Administrators
  • TopTeam Project Admins

Prerequisites

  • You must have a Process Guidance file created using TopTeam Process Designer application.
  • You must have System Administrator permissions to add Process Guidance files to TopTeam repository.
  • You must have System Administrator, Project Admin or Manage Project Processes permissions to associate a Process Guidance to a project.

1. Create a Process Guidance file using TopTeam Process Designer

This guide is available to licensed users of TopTeam Desktop App.

You can also contact TechnoSolutions Support for this guide.

2. Add a Process Guidance file to TopTeam repository

Step 2.1. Open Manage System Processes screen from the Administration section

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Step 2.2. Select a Process Guidance file to add to TopTeam repository

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Process Guidance file is added to TopTeam repository

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3. Associating Process Guidance with a project

Step 3.1. Navigate to the Processes tab of a Project’s editor

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Step 3.2. Associate a Process Guidance to the Project

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Process Guidance is associated with the Project

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4. Active Process Guidance in action

Step 4.1. Select a Project in Repository Explorer

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Process Guidance is shown as a document

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Step 4.2. View outline/overview of the Process

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Step 4.3. Help displayed to the user when working with a record

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Revised: December 6th, 2018