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Updating related work instructions

Every time you modify or create an action box or a decision diamond when changing a diagram, you must create a new, separate illustration of the box or diamond to appear in the Procedure Step column of the associated Work Instructions table. If you add a new action box or decision diamond, then you must also create a new work instruction to describe the action or decision.

This topic describes how:

To create a new illustration

  1. Use Microsoft Visio 2007 to create a drawing of the box or diamond.
  2. Save the drawing as a GIF file, as described in Converting VSD files to GIF format, and place it in the instDir\SMPM\Event\Work_Instructions directory.
    You must save the GIF file with the following file name syntax:
    s<procedureNumber>_<stepNumber>.gif
    For example, if the GIF file represents step one in the first procedure, name the file: s1_01.gif.

    Note

    Ensure that the step number portion of the file name has two digits. In the preceding example, the step number is 01.

To modify a work instruction

Recommendation

Before you modify a work instruction, create a backup of the existing work instruction file.

  1. Use an HTML editor such as Notepad to open the work instruction file. For example, if you are modifying the work instruction for Event Management procedure 1.1, open the instDir\SMPM\Event\Work_Instructions\W1_01.htm file.
  2. Make the required changes to the HTML code.
  3. Save and close the file.
  4. Open BMC Service Management Process Model and check the work instruction to ensure that the new text appears correctly.

To create a new work instruction

Note

Ensure that you use the same naming convention for the new file that is used with the existing files, that is, W<procedureNumber>_<stepNumber>.htm. The <stepNumber> must have two positions. For example, procedure 1, step 2 must be represented as W1_02.htm. The <procedureNumber> does not use a leading zero.

  1. In the folder where you are creating the new work instruction file, create a copy of an existing work instruction file to use as a template and change its file name accordingly.
    For example, to create a work instruction for Event Management procedure 3.11, copy instDir\SMPM\Event\Work_Instructions\W3_10.htm and then save it as instDir\SMPM\Event\Work_Instructions\W3_11.htm.
  2. Use an HTML editor such as Notepad to open the new work instruction file.
  3. Edit the contents of the file to use the appropriate GIF file and instructions.
  4. Save and close the file.
  5. Open BMC Service Management Process Model and check the work instruction to ensure that the text and GIF file appear correctly. If the GIF file is the wrong size, see Adjusting diagram size.

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