5.01-01 Naming Convention
Use numeric prefixes to signify the order within the process (e.g. 1.1 Import Products, 1.2 Import Product details). There is no need to include the technical module name in the description Related to Rule: 5.02-01 Naming Convention Best Practice article: Naming Convention Questions on this topic? See 5.01-01 Naming…
5.01-02 User Facing Actions in a process
Import and Export actions need to be republished if modified or replaced, whereas Process Actions are always consistent with whatever is held within the Process, making management easier Exception: 5.01-02a Numbered list actions: Actions involving numbered lists (Create, Assign, Copy Branch and Delete Branch) cannot be…
5.01-03 Keep User actions (in general) to a minimum
Critically review the need for user driven actions, consider the effect on user concurrency. Attempt to use formulas instead. This may need additional modules, but the user experience could be improved as a result Questions on this topic? See 5.01-03 Keep User actions (in general) to a minimum in our Planual forum.
5.01-04 Delete one off actions
For imports that are one offs, delete the import and data source Questions on this topic? See 5.01-04 Delete one off actions in our Planual forum.