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PDs are information holders for processes. They may include text, pictures, tables and videos, and are visible immediately at the top of the Resource Summary. The Process Description placeholder gives quick access to a description of the process, whether its text, video, pictures etc. and is quickly updated within the system (think: what, why, who, when, how often, and where). Because PDs are governing documentation, they also have formal functions in Edit-mode, such as approvement, editing comments, publishing, and publishing notifications. During the implementation of the QM365 system, one will need to go through previously available process documentation and consider transferring it into the system. PDs can replace most traditional documents in the management system. You should communicate internal information through the PD. Each PD has an individual link that you can send to another person who also has access to the system. If you must communicate the information externally, you may consider leaving it in a traditional document file.
Read more in the following article for further detials on PD’s
Activities
Activities are similar to PDs, but there may be many of them per process. They are often used for detailed explanations of processes, which would otherwise have complicated a PD. They can be indexed. A simple check-box indicates approval instead of a formal approval/publication round before they are made visible for the end-user.
Read more in the article below on further detials on Activities.
Links
You should add all links relevant to a process separately in the links list (and then tagged to one or more processes). Links will help communicate the online location of a separate system or information source relevant to the process. It is essential to add URL links in the separate links list instead of including them in the Process Description or Activities. If a link changes, it will only need to be updated in one spot (the links List), and the system will automatically show the updated link in each process that it is tagged. As a precaution, do not include links within a document, PD or Activity. It requires much work to maintain and update links as they tend to change over time. Use the link functionality.
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