7These practices need to be shared and adopted to benefit more people. Use the right knowledge sharing software. *  −  4  =  0 .hide-if-no-js { Essential Document Management Best Practices 1. “Of course, we’re going to follow best practices,” our Project Manager (PM) said, for the fourth time in an hour at our weekly team meeting. 7. Review adequately sized processes An understanding of the How-To document structure. Before you create the finished document, use Microsoft Excel, Paint, PowerPoint, or another tool to create a mock-up of the document you intend to design. This helps others who may need to use ITL file in the future. And sometimes, the idea of writing yet... 2. A strategic plan for best practices can help you mitigate risks, which will help you meet critical project objectives, even if a team member has moved on to a different role elsewhere. Five Ways to Document and Share Best Practices 1. 12/17/2014 2. You can deploy out-of-the-box documents to your project by reconciling the documents’ content to your own project objects. Be consistent in meaning and words used – adopt or create a style guide. We’re all busy. Over time, they have perfected their work methodology and know what the most efficient ways are to … Make sure to review them at least once a year. Identify, Validate, and Document Best Practices An organization can identify the best practices by viewing the best practice sharing strategies of successful companies. They are often seen as innovative in comparison to what’s been done in the past. 3. Remote Doesn’t Have to Feel So Remote: Seven Questions to Consider. 7 Document Management Best Practices 1. New, better ways of doing things pop up. Send the mock-up to your user community to gather their feedback on its usefulness. Since you use these objects to design datasets for documents, it can be useful to understand your project’s design, and specifically how the project’s objects reflect the actual data in your organization’s data source. It’s not just like that! This suggestion is one of the more demanding on the list because it requires you to work with your leads and stakeholders to establish strategic, organization-wide knowledge transfer plans. These settings affect how the SQL is written when a document sends a SQL query to your data source. Consider taking a step back after each major milestone is reached to discuss and document lessons learned. All members of the person’s support team should have input into the content of the Best Practices Guide. I have listed some of the best user manuals and product guide examples in this article to inspire you enough to start making your own. This encourages everyone – from Administrative Assistants to Project Leads – to contribute ideas and document best practices that everyone can access. Organize ITL file logically using folder structure! What Are The Best Practices for MS Teams? Location/spatial coordinates 3. In this article a best-practice approach to document review processes is offered; this document does not describe authoring documents but rather the document review process between a Customer and Supplier. This holds true especially for those high-liability, mission-critical documents, so make sure you can do this right from the document management software. Your email address will not be published. Each of your team members has a specific way in which they get things done. Before you begin creating a document, review the best practices listed below. In this article, we will examine some of the best practices in preparing a lessons learned document along with how they can help an organization in improving its project performance. While a team or formal committee may be involved, your document management efforts won’t go far without assigning an accountable individual to lead the charge. Before you roll your eyes, let me say that I know how time-consuming it is to even so much as think about developing another strategic plan. The later can result in information overload or overwhelm those hearing the suggestions offered. Finally, documents are critical in the outcome of legal proceedings. She wasn’t trying to be disrespectful to our PM, but it wasn’t the first time he’d gone on about “best practices” without ever defining them. Resource Center > Videos > Best Practices for Managing Documents . For example, sometimes executive level users only want to see a few key metrics of certain data. Date or date ran… See. Use the right knowledge sharing software. When everyone can implement a best practice into their work, they meet their goals and accomplish the mission of the project. These reports can then be rolled up into an overall System Decommission final report. Ultimately, SharePoint was designed for document storage, although it offers other features. Best Practices for Managing Documents. Set way points for progress. Business process documentation best practices recommend keeping in mind the expectations generated. You’ll help yourselves in the future, and chances are, you’ll be able to implement what you’ve learned in your next project as PM, too. You might consider including some of the following information in your file names, but you can include any information that will allow you to distinguish your files from one another. Prepare documents for organized storage.. Document-intensive businesses must keep their documents in digital form. Include all your experiences. Other analysts may need to see very detailed financial numbers or inventory counts. These suggestions will help you design an effective, attractive, and practical document. Write short and useful documents. Asking what lessons were learned typically captures a wealth of knowledge. Data Management. This document is subject to change by approval of the Central Board as needed. Essentially, this feature is to document titles what predictive coding is to folder structures—a simpler way to store documents to ensure best digital practices. All members of the person’s support team should have input into the content of the Best Practices Guide. Do objects exist in the MicroStrategy metadata which match what users want to see on documents? This removes obstacles to actually putting words on the page. Here are 5 document management best practices to get you started: 1. This document is the Implementation Guide for the Best Practices for Quality Assurance (QA) of Product Development in the Lottery Industry. When you break your styles into smaller and more focused stylesheets it’s … Upon hearing this, I looked across the table at my colleague and watched as she rolled her eyes. The best practices are grouped into the following sections: • Gather information about your … That said, the value in developing a strategic plan for sharing your best practices is worth the investment. Not only is it not (too) hard to document best practices at work, but it’s so important for your project to be successful. Desktop Alerts for Document Storage Best Practices. Another bonus of doing a review is that it’s helpful in bridging the silo problem that so many projects encounter. Select the right type of dashboard. Before you create a document, search through MicroStrategy to see whether a similar document already exists that can serve the same purpose as the document you intend to create. Revise and edit your content – give yourself time and space to revisit your writing with a fresh pair of eyes. Your universe of users may include different security requirements. If only we knew what we know: Identification and transfer of internal best practices. These basic document retention best practices for some of the most common documents will help you get started on a DRP for your business or organization. Over time, they’ve perfected a methodology, and they know the most efficient way to get the best results. Consolidations and custom groups are just two examples of ways you can present data to your users in a way that does not directly reflect your data source’s storage structure. Don’t get so attached to your existing best practices that you ignore or disregard any new ones that may improve things. A document management system is an integral part... 2. Process documentation is the creation of a descriptive document that shows anybody in the company the steps necessary for completing a defined task or process — the “how” in your business. How to write process documents; Best practices; Some of the best work process documentation tools; Let’s dive in. Of course, the flexibility and unlimited nature of tags can be dangerous. If so, consider adding grouping to the document, by choosing which attributes you want to group the pages by. What level of detail do users need? In this way, you can choose objects to use in datasets with full knowledge of the data source tables that data is coming from when the document is executed. It allows you to set dynamic properties/meta tags depending on the document you upload (i.e. What should be expected from interoperable xSDK libraries, and what steps should science teams take to use them effectively on HPC architectures? A sufficient ability in English to write the document. The tools should be powerful and easy to use. Use these tips as a starting point, and your project will be on the way to maximizing the impact of each team member’s contributions and capitalizing on their particular area of expertise. © 2020 MPUG. Best practices for championship play, winter and spring sports will be released as needed. See. If appropriate liaise with your designer. 1. These are not all-encompassing document retention timelines, so be sure to do your own research to find out what guidelines your business or organization needs to follow. Cut out everything unnecessary, while also making a habit of continually massaging and improving every doc to suit your changing needs. Document Lessons Learned and Process/Procedure Documents. We will cover how best to use Documents, and how to organize them in meaningful ways. Many of the objects within a project are generally created by the project’s designer when the project is first created. A best practice is commonly defined as a technique or method that, through experience and research, has proven reliably to lead to the desired result. This template is used post-execution to summarize the performance of the execution of each individual plan and to document best practices and lessons learned. The calendar can be used to program blocks of time to to reflect and for drafting of an essential document for the project. Questions you should have answers to include: Security filters and ACLs are generally implemented by your system administrator, but one or both may be under the control of your project designer. VLDB settings are usually determined by an administrator, but some may also be defined by a project’s designer. The best practices are grouped into the following sections: Ask yourself who the audience is for the document you plan to create. Our environment is such that we essentially have one product with a long life that needs to be maintained. MicroStrategy documentation comments or suggestions |Product enhancement suggestions, Copyright © 2016 MicroStrategy, Inc. All Rights Reserved | Copyright and Privacy, Best practices for designing effective documents, How to find business scenarios and examples, Designing and creating documents: An overview, Best practices: Designing documents for Excel, Best practices: Designing documents for Kindle and Nook, Creating a document using another document as a template, Understanding and working with document sections, Displaying, hiding, and resizing document sections, Importing data from different data sources, Changing the grouping and sorting dataset for a document, Determining whether Grid/Graphs can use multiple datasets, Defining a dataset as primary or secondary, Using a view report or base report as a dataset, Displaying grouping elements that contain null values, Removing sections that do not have metric data, Adding text and data to a document: Text fields, Combining different types of text fields in a document, Displaying document and dataset information: Auto text codes, Displaying real-time web and other HTML content: HTML containers, Displaying text formatted by HTML in an HTML container, Displaying a website using a URL (iFrame), Displaying Reports in Documents: Grid/Graphs, Adding a Grid/Graph and a new dataset simultaneously, Adding a Grid/Graph that uses multiple datasets, Editing data in a Grid/Graph displayed as a grid, Editing data in a Grid/Graph displayed as a graph, Editing data in a Grid/Graph displayed as a grid and a graph, Formatting suggestions for a Grid/Graph container, Formatting the background of selected items in Grid/Graphs used as selectors, Allowing the background of the Grid/Graph to show through a transparent title bar, View filters in documents with multiple datasets, Creating, editing, and deleting view filters, Linking a Grid/Graph to its underlying report, Displaying attribute and attribute form headers in a grid, Inheriting subtotals and defining join type, Determining how null and zero metric values are displayed, Enabling interactive Grid/Graphs for MicroStrategy Web, Sorting and pivoting in Grid/Graphs in Flash Mode and Express Mode, Enabling filtering, drilling, and moving objects for Grid/Graphs in Flash Mode, Defining default formatting for control types: control defaults, Formatting using predefined formats (Autostyles), Controlling the display of rounded corners in Flash Mode, Hiding or displaying sections for a finished document, Formatting the background color of document sections, Keeping the contents of a section together, Derived metrics, summary metrics, and attributes in conditional formatting, Conditional formatting on selector totals, Conditional formatting on a document with multiple datasets, Creating a conditional format or threshold based on a single metric, Creating a conditional format or threshold based on multiple metrics or attributes, Conditional formatting based on the contents of a text field, Displaying or hiding conditional formatting, Formatting the border or background of a document or layout, Project watermarks vs. document watermarks, Hiding a project watermark for a specific document, Disabling document watermarks for all documents in the project, Letting users switch between grid and graph: Quick Switch, Hiding the floating grid toolbars in Flash Mode, Allowing a document to be refreshed automatically in Express Mode, Automatically resizing documents in Express Mode, Formatting a document for exporting or printing, Including interactive tables of contents in PDFs, Grouping and Sorting Records in a Document, Changing the grouping order in a document, Hiding Group Header and Group Footer sections, Repeating a Group Header section on another page, Keeping the data in a group together on a page, Applying grouping selections to the current layout or all layouts, Specifying that groups are exported to separate Excel worksheets, Page-by on a document with multiple datasets, Linking to other documents and to reports, Linking from an attribute in a Grid/Graph, Specifying how prompts are answered in the target, Specifying prompt answers for any other prompts not listed, Passing selector values from the source to the target, Emailing, exporting, and subscribing to documents and reports via links, Specifying prompt information parameters in manually created link URLs, How links, drilling, and selectors work together, Input object controls that support transactions, Creating documents that adapt to user input: Transaction conditions, Hiding, disabling, or requiring user input for a text field, Disabling or requiring user input for an input object control in a grid, Hiding or disabling an action selector button or link, Creating a transaction-enabled document to update a selected dataset, Adding Additional Usability Features to Documents, Specifying whether a document uses default prompt answers when the document is run, Specifying the delivery options available to users subscribing to a document, Determining whether to export documents in MHT or PDF format, Enabling links for documents exported to Flash, Portable documents: Reusing documents across projects, How the document reconciliation process works, Limiting shrinking, growing, and empty sections, Incremental fetch in repeating document sections, Caching and page-by, selectors, and widgets, Document Editor Layout in MicroStrategy Web, Creating the report to use as the dataset, Creating the new document and selecting the dataset, Formatting, aligning, and sizing the text field, Adding an attribute to the Customer Header section, Adding and formatting additional text fields in the Customer Header section, Adding a line to the Customer Header section, Creating the column headers in the Detail Header section, Creating the item detail in the Detail section, Adding summary information to the Detail Footer section, Miscellaneous document creation troubleshooting, Troubleshooting during document execution, Advanced Functions for Calculated Expressions, Gather information about your user audience, Gather information about your data source, Gather information about your MicroStrategy project, Design the Report Services document or dashboard effectively. We didn't have any formal "best practices" document. California Management Review, 40 (3); 1998, p. 154-174 [9] Davies AJ, Kochhar AK. It’s easy to spend fifteen extra minutes adding a ton of tags every time you save a new file—and it’s also easy to create so many different tags that you completely forget which ones you’ve used. Use proper versioning to keep track of all changes in the document. Many of these examples are of popular product sites and you may think that building such documentation will be a costly and time consuming task, but please read till the end as I have listed some simple ways to build similar documentation. This can save you time and help you avoid unnecessary duplication in your MicroStrategy metadata. This installment is Best Practices: Policy and Procedure Management.Over the next several weeks we’ll release best practices for managing your healthcare documents including policies, contracts, educational materials, and clinical order sets. Depending on your role, this can be accomplished with 1:1 meetings or in a brainstorming session with key project team members. It’s important to remain nimble throughout the life of your project in order to respond to any issues and needs that pop up. The goal of this paper is to design and demonstrate a Best Practice Document Template (BPDT) for supporting the creation, use and evaluation of BPDs. If a project team member comes to you with a new idea for documentation, hear them out. Best practices for designing effective documents. For example, you can use a Report Services document or dashboard from the MicroStrategy Tutorial project in your own project. To do this, you use the portable documents feature. Be sure to should include positive as well as negative experiences in the lessons learned document to add the highest value to all the future projects in the organization. Deciding how and where files will be stored is an important SharePoint best practice. Do you have any tips for sharing best practices among colleagues? Remember to build responsive dashboards that will fit all types … Who is your universe of users made up of? We’re all busy. Plan your structure. Define target audience for document. This Best Practices template provides a quick reference to positive means of managing behavior in people who require such support. SharePoint lets users store files in lists as item attachments or in document libraries. You will receive a link to create a new password via email. The Best Practices Guide can be read or reviewed in minutes, giving staff members valuable information about how to interact with the person. As such, we have lots of older models that were created by new users back 1998 that we still have to deal with. An understanding of the How-To document … Not only does documenting best practices call attention to a job well done and identify the expertise that exists within your project team, but it shows respect for your employees. In other words, at a general level, what do users need to know? Best Practices Guide for Documenting Databases This guide provides a set of best practices that will help you with the task of documenting a database. The document above provides an introduction to these issues; more detailed information is under development. International Journal of Operations & Production Management, MCB University Press, 22 (3); 2002, p. 289-305 [10] Netland T, Alfnes E. Proposing a quick best … Share your thoughts and ideas in the comments! Tips and Tricks: Process Documentation Best Practices. Public documentation means that other developers and/or users won’t have to dissect your code just to ensure that they understand it properly, or that it meets their needs. These best practices were established by the developers at Adivo who have extensive experience in technical … I will present a well-paved path to walk down, and after you have the basic idea, you can expand your scope. Template Organization. Hit that grand slam with even more best practices for organizing SharePoint. Always refer to things in the same way, and stick to your decisions. Sharing best practices is important for the health of a project. SharePoint is a collaboration and content management platform often used as a medium for sharing of information within organizations or projects. File names should allow you to identify a precise experiment from the name.
2020 how to document best practices