1. STAEDEAN documentation guidelines and processes
  2. Documentation processes
  3. Create documentation for D365 F&SCM
  4. Content development guidelines

Ground rules

These ground rules apply to content development:

  • Areas
    Maintain a minimal set of functional areas to make it easier to group and find similar model elements such as activities, roles, business processes, etc. Note: Choose the area color carefully and in line with the STAEDEAN brand colors. Too dark or too bright colors make the flow element texts unreadable!
  • Use (security) roles in your content
    D365 F&SCM has a set of predefined (security) roles. For several of our products, (security) roles are added. You are advised to align the content of your RapidValue solution to these roles. To do so, define these roles in RapidValue and apply these to your content.
    If you use the solution in implementation projects, make sure that for each role that is used in the solution, a position is defined in the solution organization model. So, you can view processes and activities by role.
  • You can consider to align vertical content with APQC’s Process Classification Framework
    Learning from other organizations, finding benchmarks, and comparing your performance are challenging, especially when all of the organizations you could compare yourself to use different terminology and process models. APQC's Process Classification Framework transcends these difficulties, providing a common language to describe and compare business processes.
  • Reuse content whenever possible
    Optimal productivity and consistency is gained by a high degree of reusability, while avoiding situations where different solutions bring conflicting changes to shared content. 
  • Create variants instead of changing shared content
    For example, rather than changing a shared flow you can create a new duplicate flow, modify the new flow as needed and use that instead of the original shared flow. This avoids any impact on other solutions that also use the original flow. It adds a new, similar flow that others might be able to reuse later.
  • Whenever in doubt, ask for support!