![]() ![]() ![]() Target release notes: Contains information about the current release, information about known issues that affect Target, a list of important changes to this documentation, and an archive of past release notes.Marketers, developers, administrators, analysts, and quality assurance engineers. Target and Adobe Experience Cloud admins.The following sections point you to useful links in this guide, arranged by intended audience based on typical job functions: Keep a local backup of the files on your desktop or in a private cloud-based system.In addition to this guide, the following Adobe Target guides are also available:įor release information, see Target release notes (current) in this guide.Document when the process was most recently updated.Create individual documents for different processes and procedures rather than one massive document.Create a template to help standardize documents and facilitate the process.Use flowcharts-remember a picture is worth a thousand words Include a checklist to ensure every step is completed.Capture screen shots for anything difficult to explain.Get feedback from employees-frontline employees can provide insight on each step’s importance, shortcuts, etc.Be flexible-be willing to adjust a process as needed to ensure steps come naturally.Be concise-provide only what is necessary.Make them easy to edit and search-processes undergo continual change, and new feedback should always be incorporated to improve effectiveness.Store them in a central location-restricting access makes people think it is only relevant to a certain group.Make documents public and visible to reach all employees and readers.Construct a process flowchart to visually represent the steps. Expand your steps to ensure all necessary information is included, such as potential hazards, troubleshooting advice or examples.ġ1. Use layers-give users additional information in less prominent text underneath the main step.ġ0. Limit the number of steps-use subheadings for longer tasks and restart numbering under each subheading. Generally, if a step includes more than one verb or the word “and,” it should likely be broken into two steps. Actions that logically go together should be kept together. Organize the items from your listing into sequential steps. This pre-writing strategy is called “listing.”ĩ. Brainstorm all the activities needed to complete the process. Determine the inputs of the process, or the resources needed to perform the process.Ĩ. Determine the outputs of the process, or what is being produced.ħ. Identify the process boundaries, or start and end points.Ħ. Be sure to use job titles rather than individual names.ĥ. Describe the individuals who will be involved in the process and define their roles. Provide context as to why the process is important.Ĥ. Write a title and introduction describing what the process is, why or when users need to do it and how it fits into the big picture of the organization. What do they already know about the subject? Where and how are they using the product? What are their demographics?ģ. Consider the audience for whom you are writing. Will it cover one task in a chain of operations or the entire procedure for a manufacturing plant? It is best to have each document cover as small a process as possible.Ģ. Determine the scope of the document and identify your process. They have so many things competing for their attention-they demand intuitive and task-based information, which is where process documentation becomes key.ġ. Today’s world consists of users who just want to get things done. Process documentation becomes especially crucial when dealing with projects working towards social change, as it focuses on recording the perceptions and changes in perceptions of involved stakeholders. Documented processes facilitate formal training that allows for smooth onboarding. When you hire new employees, you need a documented process to help them understand their role and how it fits within the overall organization. When an employee leaves, any process knowledge leaves with them unless it has been properly recorded. If you don’t document a process, essentially it is being re-designed by someone every time it is repeated. Process documentation also allows you to know what people are doing and gain insight into the inner workings of the company. They don’t just rely on memory, and no step is considered too minute. Think about it this way-even highly skilled pilots who spend thousands of hours training and flying rely on preflight checklists. Doing so provides consistency for your organization and allows you to monitor and revise processes as you go along. Any task that is done more than once or completed by multiple people needs to be documented. Process documentation is a roadmap for your organization-it helps you identify the current state of a process to know how you can improve it. ![]()
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