Creating and Editing Documents
How can I create a new Use Case / Information Delivery Manuel (IDM)?
Follow the training (here), which guides you through the creation of a Use Case / Case Study step by step.
How can I create a new Case Study or any Freeform Document?
Follow the training (here), which guides you through the creation of a Use Case / Case Study step by step.
Why can’t I select disciplines?
If a red prohibition symbol appears when you move your mouse over the disciplines, you must first click on "Edit" in the upper left corner to open the editing mask.
One discipline is missing, how can I add it?
If a discipline is missing but you need it, you can report this to the PMO, by filling in the form. Your request will then be revised.
Which Life Cycle Stages are recommended for our Use Cases?
The description of a Use Case should be as generic as possible. If too many stages and sub-stages are selected, the complexity of the description increases massively. In this case, it is recommended to separate Use Cases and to describe only one stage, for example. A subsequent Use Case can be set in dependency on the previous Use Case (in the Basics field).
Why can't I select any stages?
If a red prohibition symbol appears when you move your mouse over the phases, you must first click on "Edit" at the top left to open the editing mask.
A norm/data sheet is missing, can I add it?
If a standard or data sheet is missing but you need it, you can report this to the PMO by filling in this form.
The page Process Definition is empty, how can I enter a process description?
In order for the Process Definition page to display work stages that need to be edited, you must first select them under the tab "Use Case". You can read here how this works.
Are there templates for the process description?
Yes, you can download the template here.
Is my Use Case publicly visible?
Your Use Case is not publicly visible until a revision has been saved and the project manager has notified the PMO that the Use Case is ready for publication. From this moment on it is publicly visible and can be downloaded by registered users.