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Your group purchased an costly enterprise useful resource planning (ERP) system, and it got here with a complete set of documentation together with person manuals, coaching supplies, and technical guides. You utilized the documentation and efficiently carried out the system, however how a lot have you ever used the documentation since then?
Know-how is an funding. You wish to maximize the usage of the system, together with that the system’s operations are constant and dependable. You commonly replace the system for upgrades and patches. It’s essential to ensure your corresponding documentation is updated as a result of it allows workers to be educated in regards to the up to date system.
Documentation captures crucial info preserving that data and making it out there to all applicable people. If only some particular people understand how the system works, what occurs after they get sick, go on trip, or resign? The answer is to ensure the data is written down and to doc that data.
Consumer-Associated Documentation
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Consumer documentation helps onboarding and coaching to make sure workers know how you can correctly use the system. This permits workers to get conversant in the system in order that they will leverage it successfully. Consumer manuals present finish customers with pointers together with step-by-step directions on how you can use the system. Safety roles establish what the employees can/can’t do versus what requires a supervisor to override. In the event you’ve added a module, be sure you add the brand new characteristic/performance particulars in order that the paperwork aren’t incomplete or lacking info.
Coaching supplies (e.g., teacher/scholar manuals, cheat sheets) are used to coach each new and present workers poised for promotions and transfers. Coaching supplies can be utilized for scheduled coaching courses or for train-the-trainer situations whereby designated trainers (division tremendous customers or material specialists) practice the remainder of the group.
If the documentation isn’t updated, it may possibly confuse or make it tough for finish customers to correctly use the system. Permit customers to submit suggestions (e.g., by way of a service ticket) relating to documentation resembling unclear steps, incorrect display print, or lacking info.
IT-Associated Documentation
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For the IT employees, documentation serves as a reference for the way the system is meant for use. This consists of system setup/configuration, system upkeep, in addition to troubleshooting.
Many organizations function 24/7 so it’s essential that the IT employees be capable of decrease any downtime. Some key paperwork are:
1. System structure paperwork – present an summary of the system elements and interfaces which can be interconnected. If you might want to migrate your surroundings from on premises to the cloud, having present structure paperwork can decrease the uncertainty of what elements you may have and the way they’re linked.
2. Information-related paperwork (e.g., knowledge dictionaries and knowledge circulate diagrams) – doc the info constructions. If a desk is dropped, are you aware which processes together with stories shall be affected?
3. System upkeep paperwork – did the improve have an effect on the patching course of? Does the nightly processing schedule have to be up to date? Or any of the backup schedules (each day, month-to-month, quarterly, and so on.)?
4. Troubleshooting paperwork – steering on diagnosing and resolving widespread technical points. While you upgraded the database model, did you turn into conversant in the brand new system messages and codes prematurely?
When the system has been modified, be sure the documentation has been up to date to mirror these adjustments. You need to use a date stamp within the footer and activate versioning to establish when the documentation was final up to date.
Additionally, don’t overlook to replace the catastrophe restoration and enterprise continuity paperwork. Within the occasion of a catastrophe, you wish to make sure the group can decrease any enterprise disruption. It may be chaotic when a catastrophe happens, and up-to-date documentation can cut back stress, particularly for workers filling in for absent workers.
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