Creating practice guidance

Practice guidance is published with a predefined tree-structure of elements that realize or relate to the practice. This allows practices to be displayed with a standard look and feel in the navigation views of the published site.

Practice guidance business rules for navigation view presentation
A practice guidance element is published with the following ordered structure and hierarchy:
  1. List of all Roadmap guidance elements associated to the practice.
  2. Folder with all Concept guidance elements associated is labeled Key Concepts. 
  3. Folder with all Work Product elements associated to the practice.
  4. Folder with all Task elements associated.
  5. Folder with all Activity or Capability Pattern elements associated. The folder is labeled Capability Patterns.
  6. Folder with all Role elements associated
  7. Folder for remaining Guidance elements associated:
    1. Sub-folder for every guidance type except concepts or roadmaps. For example, guideline, template, and so on.
    2. Tool mentors shall be organized in a Folder named Tools.
  8. Flat list of all Categories associated to the practice element.
    1. Sub-hierarchy of sub-categories and their categorized elements
  9. Additional rules for the above topics:
    1. If any of the folder elements listed above are empty, it will not be published.
    2. If any of the folder elements contain less than or three elements, no folder will be created, instead the elements will be published in a flat list in the same position as the folder.
    .

To create a Practice guidance elements:

  1. Expand the content package in which you want to create your guidance.
  2. Right-click Guidance and select New > Practice from the context menu.
  3. Document your practice using the Description tab.
  4. Select the References tab.
  5. Click Add and select the method content elements and processes that you want to associate and present with your practice. The order in which the elements are listed is relevant in respect to the presentation rules defined above.
  6. Click OK and save. The new element you added to your practice is now displayed in the practice in the Configuration view.