A methodology typically has a set of phases, for example, DMAIC, CDOV, PDCA,
that a project must pass through before it is completed. Each phase must be
approved before the project can move to the next phase. In
Engage, each
methodology has an associated project template. Ideally, the phases in the
project template correspond to the set of phases in the methodology.
- In the
web app, click
Design. If there is not a sandbox, then create one.
- In the sandbox, click
Sandbox Workflow.
- Under
Methodologies & Phases, do either of the
following:
- To create a new
methodology, click
New Methodology.
Note
Before you create a new methodology, be sure to create a
corresponding project template so you can associate it with the new
methodology.
- To edit an existing
methodology, click the
next to the methodology to
edit.
- Under
Methodology, edit the name of the methodology or
select a different methodology.
- Under
Phases, select a phase and do any of the following:
- To rename a phase, click
the phase and enter a new name in
Phase Name.
- To copy a phase, click the
phase, click the
Copy icon, then enter a name.
- To remove a phase, click
the phase, then click the
Delete icon.
- To move a phase, click the
phase's gripper icon
and drag the phase to its new
location.
- To add a new phase, click
Add New Phase, then enter a name.
- While a phase is selected,
under
Reviewers, assign the roles required to review the
selected phase. You can select as many roles as you want for each phase. Each
phase can have a different set of reviewers.
- Under
Required Fields, you can specify data fields that
users must complete before the project can be submitted for phase review. You
can select as many required fields as you want for each phase. Each phase can
have a different set of required fields.
Tip
When adding fields to the forms in your project template,
be sure to indicate (by color or symbol) which fields are required so users
know to complete them.
- Click
Save.
- When you are done making
changes in the sandbox and you are satisfied with how they will be applied in
the live site, click
Publish Changes.