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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
• 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
• Technical Page
– Separated
•Target audience
– Hyperlinks to Help
– Hyperlinks to Project information
– Hyperlinks to System key information
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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
13
• 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
14
Questions
• Do you feel that these would be useful?
• Should we continue producing them?
• Any other questions?