{"id":22336,"date":"2016-01-14T01:15:19","date_gmt":"2016-01-14T09:15:19","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/22336\/getting-started-with-active-process-guidance-in-topteam-desktop-app\/"},"modified":"2018-12-07T01:10:16","modified_gmt":"2018-12-07T09:10:16","slug":"loading-process-guidance-into-topteam-repository-and-linking-it-to-a-project","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/22336\/loading-process-guidance-into-topteam-repository-and-linking-it-to-a-project\/","title":{"rendered":"Loading Process Guidance into TopTeam Repository and linking it to a Project"},"content":{"rendered":"<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p><i><font color=\"#000000\">TopTeam Active Process Guidance&trade; <\/font><\/i><font color=\"#000000\">helps you associate process guidance with projects in <i>TopTeam <\/i>repository. <\/font>It allows organizations to integrate <i>TopTeam<\/i> with their people and processes in a meaningful way. You can thus adopt <i>TopTeam<\/i> into your organization in a more efficient manner.<br \/>\n<i><font color=\"#000000\">TopTeam Active Guidance&trade; <\/font><\/i><font color=\"#000000\">acts as a just-in-time job aid to provide step-by-step assistance to users of <i>TopTeam<\/i> at every step of the project lifecycle.<\/font><\/p>\n<p>This article explains how to add a <i><strong>Process Guidance<\/strong><\/i> file to <i>TopTeam <\/i>repository, associating it with a project and the active guidance it provides when working with <i>TopTeam<\/i>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Users<\/li>\n<li>TopTeam Administrators<\/li>\n<li>TopTeam Project Admins<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Prerequisites<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>You must have a <i>Process Guidance<\/i> file created using <i><strong>TopTeam Process Designer<\/strong><\/i> application.<\/li>\n<li>You must have <i>System Administrator<\/i> permissions to add <i>Process Guidance<\/i> files to <i>TopTeam <\/i>repository.<\/li>\n<li>You must have <i>System Administrator, Project Admin <\/i>or<i> Manage Project Processes<\/i> permissions to associate a <i>Process Guidance<\/i> to a project.<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">1. Create a Process Guidance file using TopTeam Process Designer<\/h3>\n<div class=\"StepInstructions\">\n<p>This guide is available to licensed users of<i> TopTeam Desktop App<\/i>.<\/p>\n<p>You can also contact <a href=\"http:\/\/www.support-technosolutions.com\/index.php?pg=request\" target=\"_blank\">TechnoSolutions Support <\/a>for this guide.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">2. Add a Process Guidance file to TopTeam repository<\/h3>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2.1. Open Manage System Processes screen from the Administration section<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/media_1461826876988-1.png\" width=\"800\" height=\"417\" alt=\"media_1461826876988-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2.2. Select a Process Guidance file to add to TopTeam repository<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/media_1461826948782-1.png\" width=\"800\" height=\"500\" alt=\"media_1461826948782-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Process Guidance file is added to TopTeam repository<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/media_1461827002491-1.png\" width=\"667\" height=\"184\" alt=\"media_1461827002491-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">3. Associating Process Guidance with a project <\/h3>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 3.1. Navigate to the Processes tab of a Project&#8217;s editor<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/media_1461827060170-1.png\" width=\"728\" height=\"607\" alt=\"media_1461827060170-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 3.2. Associate a Process Guidance to the Project<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/media_1461827108208-1.png\" width=\"637\" height=\"484\" alt=\"media_1461827108208-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Process Guidance is associated with the Project<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/media_1461827164061-1.png\" width=\"712\" height=\"379\" alt=\"media_1461827164061-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">4. Active Process Guidance in action<\/h3>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 4.1. Select a Project in Repository Explorer<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/media_1452609549375-1.png\" width=\"689\" height=\"483\" alt=\"media_1452609549375-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Process Guidance is shown as a document<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/media_1452609840297-1.png\" width=\"800\" height=\"427\" alt=\"media_1452609840297-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 4.2. View outline\/overview of the Process<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/media_1461827493649-1.png\" width=\"643\" height=\"609\" alt=\"media_1461827493649-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 4.3. Help displayed to the user when working with a record<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/media_1461827665417-1.png\" width=\"800\" height=\"491\" alt=\"media_1461827665417-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: December 6th, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview TopTeam Active Process Guidance&trade; 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&trade; 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 <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[297],"tags":[318],"class_list":["post-22336","post","type-post","status-publish","format-standard","hentry","category-configuration","tag-process-guidance"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-5Og","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/22336","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=22336"}],"version-history":[{"count":10,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/22336\/revisions"}],"predecessor-version":[{"id":46171,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/22336\/revisions\/46171"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=22336"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=22336"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=22336"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}