Create Guidance

Guidance is a general term for additional information related to Role, Task, and Work Product. Guidance provides information on how to perform a role, how to create a work product, how to perform your task, and so on. For more information see the Help page for Guidance.

How to Create Guidance

  1. Expand the Content Package in which you want to create Guidance until you see the Method Elements (Roles, Tasks, Work Products, Guidance).

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  2. Right click Guidance and then click New > "guidance type". The guidance editor for that particular guidance type opens.

    The following guidance types have the same editor which includes a Description tab, a Guidance tab, and a Preview tab:

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  3. Use the fields in the editor to specify the guidance details. Start by assigning a unique name to the guidance element along with a presentation name that is used as the external visible name when other elements refer to this element, or when the element is published. Every guidance type has specific content fields in the content editor that are distributed over two or more stacked tabs. Use the content fields to describe your guidance type.

     

    Note: You can use the Rich Text Editor to edit or enter the text for any field that has the Rich Text Editor icon rich text editor icon. Simply click the symbol to access the Rich Text Editor. Click the symbol again to close the Rich Text Editor.

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  4. In the Icon section, select a Node icon to appear with the work product in the Library View and Configuration View and in the tree browser in a published Web site. The node icon should be 16 x 16 pixels. You can also select a shape icon to appear at the top of the published page for the work product. The shape icon should be 32 x 32 pixels.

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  5. Click the Guidance tab. This part of the editor allows you to add and remove guidance for the role. To add guidance, click the Add button, select the guidance you want to add, and then click OK. To remove guidance, select it in the Guidance field and then click Remove. When you select a guidance element the brief description of the guidance is displayed.

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  6. Select the Preview tab to view the newly created work product and then save by closing the tab.

It is possible to change the types of some types of guidance to a limited number of other guidance types. To change a guidance type click the Change Type button and select an available new type.

If the type of guidance is a Practice you can add references to other elements. If the guidance is a Template you can attach multiple files to the guidance.

 

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