Authoring in an existing Practice Framework is broken into three separate areas of concern:
In general, the general flow for authoring in a practice framework is as follows:
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Think about what you would like to produce.
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Set up your authoring environment to include the necessary framework elements (Roadmap: Set Up Method Authoring Environment).
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Perform the necessary authoring activities based on what you want to produce:
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A practice framework contains a number of different types of elements, each of which can be created or
customized. Thus, when authoring within a practice framework, it is important to clearly identify your
intended result and follow a well-defined path for getting there.
You can use the following questions to help you determine exactly what needs to be done to what element in the
framework:
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Do you want to add a new role, tasks, or work product?
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Do those elements reflect a new technique or approach for working?
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If so, you need to create a new practice that includes the new elements, as well as
any practice-specific processes that assembles those elements. For more information, see
Roadmap: Author a New Practice.
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If not, is the element intended to be shared across practices?
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Do you want the new elements to appear in an existing cross-practice process?
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If so, for each cross-practice process where you want the new elements to appear, you need to
customize the cross-practice processes in the practice configurations to include the new elements.
For more information, see Roadmap: Customize an Existing Practice Configuration.
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Do you want to add a new process that assembles elements from existing practices (i.e., create a new cross-practice process)?
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Is there already a practice configuration where that process would fit (i.e., the practice configuration
includes the elements needed to assemble the new process, and the new process will fit well with the other
processes in the configuration)?
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Do you want to add new guidance to an existing method element (role, task, work product, guidance, process)?
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Does the element exist in a practice?
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Do you want to customize existing guidance?
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Does the guidance exist in a practice?
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Do you want to customize (not just by adding guidance) an existing role, task or work product?
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Does the element exist in a practice?
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Do you want the method content element changes reflected in one or more cross-practice processes that
include those elements?
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If so, for each process that you want to reflect the customizations, you need to customize the
practice configuration that includes the process to include the method content element changes. For
more information, see Roadmap: Customize an Existing Practice Configuration.
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Do you want to customize an existing process by adding elements from an existing practice?
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Does the default configuration for the process (the method configuration for the associated practice
configuration) already include the practice to be added from?
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Do you want to customize an existing process by changing the flow between elements?
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Is the process practice-specific?
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Do you want to customize an existing process by changing the roles that are used?
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Is the process practice-specific?
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If so, you need to customize the practice to change the practice role assignments to use the new
roles. For more information, see Roadmap: Customize an Existing Practice.
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If not, the process is cross-practice and part of a practice configuration. Thus, you need to do
the following:
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Do you want to customize an existing process by changing the domains or disciplines that are used? If so, then
what you need to do is:
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