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| <meta name="DC.Title" content="Create Guidance" /> |
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| <title>Create Guidance</title> |
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| |
| <h1 class="topictitle1">Create Guidance</h1> |
| <div><div class="p"><p>Guidance is a general term for additional information related to <a href="role.html#role">Role</a>, <a href="task.html#task">Task</a>, and <a href="workproduct.html">Work Product</a>. Guidance |
| provides information on how to perform your role, how to create a work product, |
| how to perform your task, and so on. For more information see <a href="guidance.html#guidance">Guidance</a>.</p> |
| <p>You should always create new <a href="methodcontent.html#creatingreusablemethodcontents">Method Content</a> in a <a href="methodplugin.html#methodplugin">Method Plug-in</a> that |
| you produce.</p> |
| </div> |
| <div class="section"><p>To create<strong>Guidance</strong>:</p> |
| </div> |
| <ol><li class="stepexpand"><span>Expand the Content Package in which you want to create Guidance |
| until you see the Method Elements (Roles, Tasks, Work Products, Guidance).</span></li> |
| <li class="stepexpand"><span>Right click <strong>Guidance</strong> and then click <strong>New > "guidance type"</strong>. |
| The guidance editor for that particular guidance type opens. </span> <div class="p">The |
| following guidance types have the same editor which includes a Description |
| tab and a Preview tab:<ul><li><a href="concept.html#concept">Concept</a></li> |
| <li><a href="example.html#example">Example</a></li> |
| <li><a href="guideline.html#guideline">Guideline</a></li> |
| <li><a href="report.html#report">Report</a></li> |
| <li><a href="reusableasset.html#reusableasset">Reusable Asset</a></li> |
| <li><a href="roadmap.html#roadmap">Roadmap</a></li> |
| <li><a href="supportingmaterial.html">Supporting Material</a></li> |
| <li><a href="termdefinition.html#termdefinition">Term Definition</a></li> |
| <li><a href="toolmentor.html#toolmentor">Tool Mentor</a></li> |
| <li><a href="whitepaper.html#whitepaper">Whitepaper</a></li> |
| </ul> |
| </div> |
| </li> |
| <li class="stepexpand"><span>Use the fields in the content element 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.</span> <div class="note"><span class="notetitle">Note:</span> You can use the Rich Text Editor to edit or enter |
| the text for any field that has a twisty symbol <img src="collapsed.gif" alt="" />. Simply click the symbol to access the Rich Text Editor. |
| Click the symbol again to close the Rich Text Editor. For more information |
| see <a href="richtexteditor.html#richtexteditor">Rich Text Editor</a>.</div> |
| </li> |
| <li class="stepexpand"><span>In the Icon section, select a Node icon to appear with the work |
| product in the <a href="libraryview.html#libraryview">Library View</a> and <a href="configurationview.html#configurationview">Configuration View</a> 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.</span></li> |
| <li class="stepexpand"><span>Select the <strong>Preview</strong> tab to view the newly created work product |
| and then save by closing the tab.</span></li> |
| </ol> |
| <div class="section">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 <strong>Change |
| Type</strong> button and select an available new type.<p>If the type of guidance |
| is a <a href="practice.html#practice">Practice</a>, you can add |
| references to other elements. If the guidance is a <a href="template.html">Template</a>, |
| you can attach a file to the guidance.</p> |
| </div> |
| </div> |
| <div> |
| <div class="familylinks"> |
| <div class="parentlink"><strong>Parent topic:</strong> <a href="createmethodcontent.html">Create Method Content</a></div> |
| </div> |
| <div class="reltasks"><strong>Related tasks</strong><br /> |
| <div><a href="createmethodcontent.html#createmethodcontent">Create Method Content</a></div> |
| <div><a href="createarole.html">Create a Role</a></div> |
| <div><a href="createatask.html">Create a Task</a></div> |
| <div><a href="createaworkproduct.html#createaworkproduct">Create a Work Product</a></div> |
| </div> |
| </div> |
| </body> |
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