Unit 2 Flashcards
How does standard documentation work?
It relies on software that pulls data either from a questionnaire or an existing database to populate a template and produce new documents
List down the documents that can be automated
- Contracts
- Receipt
- Qoutes
- Proposal
- Reports
What is the purpose of the document
It is to provide a comprehensive overview of the automation system being implemented
It serves as a guide for stakeholders to understand the scope, benefits and implementation strategies of the automated project
What is the purpose of the document
It is to provide a comprehensive overview of the automation system being implemented
It serves as a guide for stakeholders to understand the scope, benefits and implementation strategies of the automated project
Who are the audience involved in the documentation process?
> Management and Executives
Technical teams
Operational staff
Stakeholders
What are the 4 presentations requirements?
> Clarity and Conciseness of information
Use of Visual Aids
Selection of layouts
Include technical attachment
What are the clarify requirements of the documents?
> Objective statement
Scope of automation
Risk management
Role and responsibilities
Cost-Benefit Analysis
What are the key patterns of general procedures of documents using automation tools
- Launch power automate
- Create a flow
- Select a trigger
- Create a template
- Select perimeters
How to merge data?
- Create or edit templates
- Connect to data sources
- Activate mail merge functions
- Personalities with dynamic content
- Send emails
