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1. Appraisal Wizard Lite V7 1 User Guide 3 9 Specifying and Using Substitute Paths Each document recorded in Appraisal Wizard may have a file name or URL specified allowing the document to be opened in Appraisal Wizard by clicking on the link In some cases the physical path to the document may have been changed For example documents are being accessed from a CD drive and the CD drive letter used by one user differs from the drive letter used by another user Each PC may record a number of substitute or replacement paths In the Preferences Setup Substitute D ts Path AM030 window clicking the button will open up the Document Path Substitution window below Document Path Substitution AMO33 Sel Save Close E Drag a column header here to group by that column Order Enabled From Mm TSS eens Dacs emmunr o SAS erer program SACAT http e d e com http docs id inie com teH a Cal ae E ae You may record any number of substitute paths Three samples are shown above The substitute paths are only used at the time an attempt is made to open a document Any path physically recorded for documents is not affected by specification of substitute paths The Enabled column checkbox indicates whether the stored substitute path is currently enabled or not Any path not enabled will be ignored The Order column may be used to indicate the order that these substitute paths are applied The row with the low
2. The Signon shown below window is presented when Wizard Lite is started and if user security information exists by the fact of having appraisal data loaded Enter your User ID and password You may change your password by typing in the same new value in the New Password and Verify New Password fields Signon AMOO0 User ID SYSADMIN Password After successful sign on the appraisal contained in the Wizard Lite is accessible and menu options are activated You may close the sign on window without signon however most menu options will be disabled Copyright 2007 Integrated System Diagnostics Inc 17 Appraisal Wizard Lite V7 1 User Guide 2 Exchanging Data with Appraisal Wizard 2 1 Importing Data from Appraisal Wizard To Import data from Appraisal Wizard select File and then Import Appraisal Wizard Data from the main menu The window below appears Import Appraisal W igaas es 1 Opens and reads import file File Close Name and path of file to be imported from Appraisal Wizard Automatically overnite modified records aheally overwrite modified documents Appraisal Wizard Export Teyizard Lite Information Boxes enabled only when reimporting l data for the same appraisal from Appraisal Exporter Windows User ID Mic Starts the import Wizard If boxes are checked differences Export Date Time 7 24 2007 4 26 40 PM in data values are accepted automatically without requiring response from the user App
3. the record may be tied to that data source Jf Data Source 1 d Data Source 2 i Data Source N Model The record may be related to one or more model elements Model Element gt Model Element This table below contains a list of data fields available within each appraisal record Appraisal Record Attribute Definition or Purpose Appraisal Record Type An appraisal record type is a data attribute that characterizes the content of an appraisal record Record types are user definable Some sample record types might be Strength Weakness Information Needed Evidence Compliance Deviation Interview Questions etc Appraisal Record Status An appraisal record status is a data attribute that may be used to indicate the status of an appraisal record This attribute may be used Copyright 2007 Integrated System Diagnostics Inc 7 Appraisal Wizard Lite V7 1 User Guide for many purposes and the values are user definable Some sample status values are Accepted Rejected Candidate Needs Review Superceded Open Closed etc Appraisal Record Verification The appraisal record verification field is another attribute within the appraisal record Like the appraisal record status attribute it may be used for many purposes but historically it has been used to indicate that the appraisal record content has been verified The acceptable values for this data attribute are als
4. CH PIDs K K E E lt E A Information Need only information needed records S SAL New Filter SYSA P Filter SYSADMIN Project WPD Only SYSADMIN Working Filter Use for changing filter options on the fly SYSADMIN oloo E WH MP lt ji Filters may be created or deleted using the grid navigator insert and delete buttons respectively The menu bar contains the following butons 1 View Edit Filter This button opens the Record Filter Selection window see below 2 Use Filter This button selects and enables the focused record filter then closes the window 3 New Filter Allows creation of a new filter via the Record Filter Selection window 4 Copy Filter to new Makes a copy of the currently focused filter Copyright 2007 Integrated System Diagnostics Inc 52 Appraisal Wizard Lite V7 1 User Guide 4 1 2 Record Filter Options This Record Filter Selection window AM063 contains 5 pages of filtering settings options The first page is shown below Filter Name User assigned name of the filter Description User assigned description for the filter Anyone may Use If this box is not checked only the user creating the filter may use it Anyone may Update If this box is not checked only the user creating the filter may adjust it s properties It is recommended this box be left unchecked Include in Summary Rpt Global Non Model Modified These 4 settings represent different apprai
5. ChangeReg CPOS Process E D ocuments and y uppler Status Hep ILY Speciticatia CAICVMAL401 ICVM_ Supplier Status Report 1 doc PM Intervie 50W Document COASEDALA82 SKD SOW 1 2 doc CAVPDAKS15 VPD_ Business Requirements Docum File Narne UAL Doc Type Process Owner SED Data Source SAM Interview Comments General comments about a document may be recorded here E Document Request Requestor Requested from B Wallace Request Date 081 3 200F Receive Date 0813 2007 Examined By A l 2 Enter the following as applicable in the vertical grid in the lower portion of the window a Document Title required b Document File Name URL optional This is the physical path and name of the file or URL for the document if available If this field is recorded appraisal team members can view the document on line if network access is available and network security permits When you are positioned in this field there are 4 buttons available to perform special functions If the button indicated by Box 1 above is clicked an attempt is made to open the file or navigate to the web page specified in the field ii If the button indicated by Box 2 is clicked and there is a file name that uses a drive letter which refers to a network drive the file path will be converted to its UNC value see below iii If the button indicated by Box 3 is clicked a browse dialog box will open allowing selection of the f
6. 57 Appraisal Wizard Lite V7 1 User Guide 6 Use the menu bar control to return to a view of all documents 7 Note that if Document Filtering is enabled discussed in the next section the search will only be performed against the documents meeting document filtering parameters vk Document List JAAS Owner Doc Type _ File Name URL GA new Policy CAGANT Project Roliny doc I Doc ument Searc h AM072 Search Scope MoM PM Int M Search Document Title pev File Hame URL CAGAMT Project Policy doc Doc ID 1300 Doc Type Policy 4 3 2 Filtering Documents You may also filter the documents presented in the Document List window based on the document owner and or document type This operates in a similar fashion to appraisal record filtering but filtering is in effect in this window only 1 Select Document Filtering from the window menu then Set Set Clear Enable Disable 2 The Document Filtering window shown below appears Check only the projects and document types that you wish to view If you do not wish to see records that do not have Copyright 2007 Integrated System Diagnostics Inc 58 Appraisal Wizard Lite V7 1 User Guide a project assigned as an owner or are not assigned a document type uncheck the appropriate Include Null checkbox You may also filter the window to show only those documents that are not attached to any apprais
7. Export Records to Excel Document List Element Review Documents by Model Element Report Export Records to Excel Document List Hot to Access Main Menu Record Data Record List Main Menu Reports gt Record Detail Report Main Menu Appraisal gt Export Records and Documents to Excel Main Menu Record Data gt Element Review Main menu gt Reports gt Record Detail Report by Element Main Menu Appraisal gt Export Records and Documents to Excel Main Menu Record Data gt Document List Main Menu Reports gt Document Reports Document List Main Menu Appraisal gt Export Records and Documents to Excel Main Menu Record Data Document List Main Menu Record Data Element Review Main Menu gt Reports gt Document Reports Documents by Model Element Main Menu Appraisal gt Export Records and Documents to Excel Main Menu Record Data gt Document List 56 Appraisal Wizard Lite V7 1 User Guide 7 Determining the number of Record Coverage by Main Menu Ratings Record appraisal records recorded against Element Coverage by Element each model element and where there are none recorded Element Review Main Menu Record Data gt Element Review 8 Viewing all appraisal records Search Records window Main Menu gt Record Data gt containing a particular word or Search Records phrase 9 View all appraisal records that Document detail Main Men
8. Find Next button The search will begin As soon as an occurrence is found the bottom portion of the window will show the text Copyright 2007 Integrated System Diagnostics Inc 63 Appraisal Wizard Lite V7 1 User Guide 4 8 Reviewing data with the Record Detail Report The Record Detail Report provides the means to generate a report showing information for all or a filtered set of appraisal records This report is accessed by selecting Reports and then Record Detail Report from the main menu The report options are shown below ah Record Detail Report Setup AM064 Generate Report Close i C Do not print attached documents C Do not print related projects C Do not print related model elements Sort By Record Type Customized Title optional Uncheck the Pa not print Data Sources and Team Mbrs checkbox if you do not wish to see data source and team member information related to the records Uncheck the De not print attached documents checkbox if the documents attached to each record are to be suppressed Uncheck the De not print related projects checkbox if the projects related to records are to be suppressed Uncheck the Dont print related model elements checkbox if you wish to suppress the display of all model elements that a record is attached to Select the desired sort option Sort by Record Type Sort by Record Sort by Record Status Provide a customized title if desired Click
9. Performed State Copyright 2007 Integrated System Diagnostics Inc 13 Appraisal Wizard Lite V7 1 User Guide The appraisal is created in Appraisal Wizard Using Appraisal Wizard a Wizard Lite export file is created This will be used to establish the appraisal in Wizard Lite Note This file also contains user ID s to be used for sign on The Appraisal Wizard user must inform each Wizard Lite user of the User ID and Password to be used Wizard Lite user s import the setup file and are required to sign onto the tool afterwards An appraisal is to be performed It has not been defined in Appraisal Wizard yet The appraisal has been defined Sufficient information now exists to begin recording records or documents and artifacts The appraisal is defined Potentially the appraisal may already have documents and records recorded by the time the Wizard Lite export file is generated Copyright 2007 Integrated System Diagnostics Inc No appraisal exists in the Wizard Lite database No appraisal exists in the Wizard Lite database No appraisal exists in the Wizard Lite database The Wizard Lite database now contains all necessary information to record documents andrecords When a Wizard Lite export file is created the Appraisal Wizard user may also elect to pass existing records documents and ratings to the Wizard Lite user s The export file is small and typically pu
10. Search Records and Documents This function provides search and replace capability Access this function by clicking the B speed button or by selecting Record Data and then Search Records and Documents from the main menu Copyright 2007 Integrated System Diagnostics Inc 62 Appraisal Wizard Lite V7 1 User Guide Find Replace AM1 5 gt Record Filter MONE C Replace with Search Locations C Record Text L Match whole word only O Doc Record Comments C Match case To use this window 1 If you intend to search document fields and wish to search only a filtered set of documents use the Document Filtering menu option to establish a filter 2 Similarly if you intend to search appraisal record fields and wish to search only a filtered set of records use the Record Filtering menu bar options to establish the filtering criteria 3 Enter the string to be searched for in the Search For field 4 If you intend to replace the string found check the Replace with check box and enter the replacement string 5 Mark the check box beside all applicable search locations Note Doc Record comments refers to the comment field available when a document is connected to an appraisal record Doc Element comments refers to the comment field available when a document is directly attached to a model element 6 Check the Match whole word only and Match case check boxes if applicable 7 Click the
11. Select a model to be reviewed multi model appraisals only Copyright 2007 Integrated System Diagnostics Inc 71 Appraisal Wizard Lite V7 1 User Guide 4 Select the Element Type of the model elements to be rated Box 1 A list of all elements of this type in the scope of the appraisal is presented in Box 2 5 Based on the element type selection made in Box 1 Box 3 will be populated with a list of model element types that are subordinate to children of the parent element type In Box 3 choose the element type of subordinate elements to be shown along with their ratings This will result in a list of subordinate model elements displaying in Box 4 Their ratings may provide the necessary data to rate at the parent element level Box 1 This step is optional 6 Select an element to be reviewed Box 2 The model elements shown in Box 4 will be those that are subordinate to the parent 7 Make any necessary changes to the parent or child ratings by clicking in the appropriate rating cell and selecting a rating value 8 Repeat steps 6 and 7 for each model element to be rated Copyright 2007 Integrated System Diagnostics Inc 72 Appraisal Wizard Lite V7 1 User Guide 6 2 Using the Record Coverage by Element Window In some cases you may wish to do a quick scan of the model s you are working with to see the count s of information collected for each element in a model The Record Coverage by Element window provi
12. User Guide Opens the Appraisal Wizard Lite User Guide 1 7 Context Sensitive Help In most Appraisal Wizard Lite windows help for the window currently displayed may be obtained by pressing the F1 key 1 8 Using Appraisal Wizard Lite Appraisal Wizard Lite is intended to operate as a data collection vehicle for appraisal information when it is not possible or desirable to network Appraisal Wizard users together so that a common database can be shared From within Appraisal Wizard appraisal definition information and any records or documents already recorded for an appraisal may be exported to a file which is intended to be imported by one or more Wizard Lite users The Appraisal Wizard user may also export existing organizational and or project level model ratings Once the file has been imported into Wizard Lite the user may add new documents and records or make changes to existing information Whenever appropriate the Appraisal Wizard Lite user s may export the collected information back into Appraisal Wizard Transfer of appraisal information may proceed back and forth freely between the two products The export import procedures are described in more detail in the tables below The following tables show the action sequences that occur when using Appraisal Wizard in conjunction with Appraisal Wizard Lite Table 1 1 Steps to Establish an Appraisal in Appraisal Wizard Lite Action Appraisal Wizard Wizard Lite State Comments
13. data to Excel Export Records and Documents to Excel AMO065 FRR Export Options Close Record Filter NONE C Creake Document Import Layout For Model To export appraisal data 1 Make any necessary adjustments to record filtering using the record filter menu bar controls 2 Check Meren spreadsheet after Export if you wish to open the workbook created 3 Click the Export button 4 Specify the location and name of the file exported data will be written to The export will create 6 worksheets as shown below 1 Records This sheet shows a list of all records recorded for the appraisal 2 Records by Element The purpose of this sheet is to provide a view of the appraisal records related to model elements Each worksheet row shows the values of an appraisal record that has been connected to a model element 3 Records by Project The purpose of this sheet is to provide a view of the appraisal records related to projects defined in the appraisal Each worksheet row shows the values of an appraisal record that has been related to an appraisal project Copyright 2007 Integrated System Diagnostics Inc 79 Appraisal Wizard Lite V7 1 User Guide 4 Document This sheet shows a complete list of all appraisal documents 5 Record Document mapping This sheet documents the existing data relationships between the Records sheet and the Documents sheet contents Any document may be connected to many appraisal records Mul
14. database that was present at installation Standard models may not be edited however standard models may be copied to a new model and modified In a formal appraisal a team member is considered to be a member of the group of appraisers performing the appraisal When Appraisal Wizard is used for ongoing monitoring of information within a project or group a team member may be considered to be a member of the project recording information into the product Team roles are used to document the function s a team member performed during an appraisal Example of roles might be Team Leader Team Member TimeKeeper etc A user defined model is considered to be any model in the Model Wizard database which is not one of the models delivered at installation 83 Appraisal Wizard Lite V7 1 User Guide index appraisal definition 81 appraisal record data attributes 6 definition 6 appraisal records changing multiple simultaneously 48 searching for text 62 appraisal wizard lite hardware and software requirements 5 purpose 5 signon 17 Appraisal Wizard Lite viewing import document differences 20 viewing imported record differences 2122 coverage counts of records by element 61 document filtering 58 document search restricted to 58 documents Document List window 57 importing from Excel 25 searching 57 seeing unused 59 Copyright 2007 Integrated System Diagnostics Inc filtering records 51 Record Detail R
15. grid The Affirmations Weaknesses page will show all Face To Face affirmations Weaknesses and Negative Face To Face affirmations The states of the checkboxes below the SCAMPI Value columns show what the appraisal record counted towards with respect to SCAMPI calculations The Objective Evidence Written Affirmations page will show all documents connected to appraisal records or model elements and passing filtering requirements The states of the checkboxes below the SCAMPI Value columns show what the connected documents counted towards with respect to SCAMPI calculations Copyright 2007 Integrated System Diagnostics Inc 76 Appraisal Wizard Lite V7 1 User Guide 6 4 Practice Characterization OU This function is used only to compute the aggregate practice characterization values for process areas that are non organization process areas Gf Practice Characterization OU AM476 REOM SP 1 1 REQMSP12 REOM SP 1 4 H REQM SP15 REGM GP 2 1 REQM GP 22 REQM GP 2 3 _ REQM GF 2 REQM GP 25 REGM GP 2 6 Nec Fully Implem PE i Fuly Implem Do aala This grid area contains project instance characterization statistics for the selected practice which are aggregated to an Org level characterization rating Joe 8 B m mh 1 lt This notebook page contains appraisal records and documents credited for the project practice instance selected above Ce g work
16. import documents and attach them to model elements directly or via appraisal records Note that columns j k and are ignored if the documents being imported are not being connected to appraisal records or model elements Note When connecting a document to multiple model elements the document information should be repeated in a row for each element it is to be attached to The document will only be created once even though it appears in multiple rows 3 2 2 Document Import Steps 1 Select Record Data then Import Documents from the main menu Window AMO065 will appear see below Import Documents AMO73 Spreadsheet File C temp Docs2 mport xls E E Data begins in Row Ends in Row Import From Worksheet Document Import Layout vi 3 a 2906 a Specify Sheet columns mapping as needed lt Data Element Column Headings Column Document ID Column Docid Document unig determined by Owner Column Owner Document Title E v lt es i Update Existing Documents z D Document Title Column Title l E Document File Name L Fileorurl 5 F Document Comments Ce Comments G H nnect Documents to Model Elements using the Following information ist Rows missing document title information will not be loaded Connect Docs to Model 9 Connect ToRecord Type GA Project PIID To Model Elements The text of all records created will contain whatever is entered i
17. organizational policy for planning and performing the requirements management process ae Elaboration Before getting into the details of this window its function and capabilities will be discussed This window is used strictly to create or delete connections between an appraisal record and model elements that are in the scope of the appraisal Any connections or disconnections of model elements are always being performed against the appraisal record that was active when the Element Connections window was opened or reactivated The number of the appraisal record that is selected is displayed in the caption portion of this window Depending upon the model being worked with the Element Connection window provides 1 or 2 different controls containing lists of model elements Each element in the list has a checkbox beside it Checking the checkbox attaches the element to the record 1 The first control is a list of model elements available for the model currently selected in the window The appraisal record may be connected to any element in this list Copyright 2007 Integrated System Diagnostics Inc 44 Appraisal Wizard Lite V7 1 User Guide having a checkbox beside it This control is always present 2 The second control containing elements available for attachment to an appraisal record is known as element groupings Element groupings are sets of elements in a model related in some fashion and grouped together with a grouping na
18. the altered record as a new record Box 5 If the record being imported was deleted by the Wizard Lite user this will be indicated and the option to also delete the record in the current appraisal is available Box 7 5 Cancel the entire import process and reversing all changes made since the import began Box 6 ee If the option to automatically overwrite records was selected this window does not appear and the action taken is always to overwrite the existing record with incoming values Copyright 2007 Integrated System Diagnostics Inc 21 Appraisal Wizard Lite V7 1 User Guide Record Compare AM110 fx Type Global _ Non Model Summary Apt ID Ver Status Current Record Yalues a Non compliance Descriptions in the QA Log Checklist do not clearly indicate that the organization understands how to do process assurance e g the descriptions frequently do not focus on the underlying issue in the defect Ho Elements Data Sources Team Members Projects Documents REOM GP 2 9 Project Document Jennifer S DER itera PM Interview GA PM Interview ICM PM Interview SED A record being re imported has been modified Please choose the action to take d Keep Existing Record 4 Delete Existing Record for this record by clicking the appropriate button 4 Replace with Import Record Load as New Record XM Cancel Import Type Global Non Model Summary Apt ID Ver Status Imported Record
19. 6 Appraisal Wizard Lite V7 1 User Guide Appraisal Record Attributes and Relationships The box below shows the principal data attributes of an Appraisal Record Below the attributes are additional data relationships that can exist for the record Record Text Record Type Status Verification Global Flag Summary Flag Non Model Textual data of Field used to a to any kind but Field used to Status orihe indicate Flag indicates Flag indicates Flag inoicates generally about model related data captured or needed categorize the record user definable values record user definable values verification of the record content user definable values record data applies globally throughout model record data should be included in Summary Report record data is not related to the models in the appraisal The appraisal record may be related to the team member s who authored the record Team Member 1 Team Member 2 Team Member N gt Document or Evidence The appraisal record may be related to any documents or evidence which support the record gt Document or Evidence gt Document or Evidence gt Project 1 The record many be tied to all Project 2 applicable projects at Project N If the record content was derived from a particular interview meeting review activity etc
20. 6 Sele Model C511 ai Rating Level Fun s On Us Zz p Project Ratings Clase i Element Type Process Area Associated Element Type Practice Drag a column header here to group by that column Element Name Covera Goal Pi 7 k Requirements Management E Project Planning Project Monitoring and Control Supplier Agreement Management Measurement and Analysis Process and Product Cmali Assurance Associated Element Types Drag a column header here to group by that column Element Name Coverage OU Coverage Evidence Rule Prac Char Risk Rati RBOM SP 1 1 3 REQM SP 1 2 Complete REQM SP 13 Complete REQM SP E Complete REQM SP 1 5 Complet RBOM GP 2 3 ri ear REOM GP 2 3 i Complete This basic use of this window is to allow model element ratings to be assigned to any model element with the option of showing how subordinate model elements of a chosen element type have been rated The procedure to use this window is as follows 1 Choose the level that you will be performing ratings at using the Rating Level control Choosing the first item in the dropdown list always results in rating at the overall appraisal level Choosing any other option results in ratings being applied to the project or group chosen 2 If you wish to have all project ratings visible in order to use this information when rating click the i button to open the Project Ratings window 3
21. Appraisal Wizard Lite V7 1 User Guide x J zar oh Kx i ao User Guide Version 7 Copyright 2007 Integrated System Diagnostics Inc Appraisal Wizard Lite V7 1 User Guide Copyright Information in this document is subject to change without notice and does not represent a commitment on the part of Integrated System Diagnostics Inc The software which includes information described in this document is furnished under a license or nondisclosure agreement and may be used or copied only in accordance with the terms of such agreement It is against the law to copy the software except as specifically allowed in the license agreement Copyright 2007 Integrated System Diagnostics Inc All rights reserved Unless otherwise noted all names of companies products street addresses and persons contained herein are part of a fictitious scenario or scenarios and are designed solely to document the use of an Integrated System Diagnostics product Integrated System Diagnostics Inc and Process Focus Software Inc make no warranties either expressed or implied regarding the enclosed computer software package its merchantability or its fitness for any particular purpose The exclusion of implied warranties is not permitted by some states The above exclusion may not apply to you This warranty provides you with specific legal rights There may be other rights that you may have which vary from state to state
22. Documents may also be directly connected to model elements Appraisal Records are created through two functions 1 Record Detail Window window AM002 2 Element Review Window window AMO09 Documents are created using Document detail window window AM008 Document Model Attachments window window AM251 Element Review window window AMO09 Document import function window AM073 which allows importation of documentation from Excel worksheet at ee 3 1 Creating Documents The easiest method of creating a new document is to click the new document speed button on the main window ih Other methods to create a new document include using the CTRL D hot key combination or the New Document function from the Record Data menu pad 1 The Document List Window AMO008 appears The upper portion of the window is a grid containing all appraisal documents and will contain a new empty row where the new document is being inserted The lower portion of the window contains a vertical grid that shows all data fields for the document currently focused in this case a new blank document Copyright 2007 Integrated System Diagnostics Inc 23 Appraisal Wizard Lite V7 1 User Guide Document List AMOO0B Document Filtering View Documents Options Spell Check Close Search Show All Documents Dai Doc Type File Name URL Data Sour Process Wledtampas production dS NS TALLAW 6400 LOG SAM Interv ChangeReg CAYPDSES15 VPD_CR2 doc
23. Ef Rael Te a i Elements Attached Projects Team Members Data Sources Z Model Element GA new Bora M Middle Mot Interview ICM B_ rml fi PM Interview GA bat REOM SP 1 1 Organization LJ Aleph Pe Interviews ICM REOM GP 2 1 SED A l Phi Interview SKO YPE A mm PM Interview PD ee M4 Project Docume PP SP 1 1 O EFG Team PP GP 2 1 LJ Follow Up Intervi PP GP 24 O Implementation A oO Instrument This is the second notebook page of appraisal record attributes showing 1 All model elements the record has been attached to 2 Which projects are credited with the appraisal record 3 Team member s who authored the appraisal record 4 Data Sources usually interview sessions where the information being recorded Copyright 2007 Integrated System Diagnostics Inc 32 Appraisal Wizard Lite V7 1 User Guide Record Documents Doc Rec Comments m T PEES Document Ga VGANLI52 GA JEENE egui i PMO Communication Session Frese Indirect Provided CAICV MALO ICV 20041020 They manage using this Conective Action Triggers Provided 9 C MICVMSL401 ICM 20041020 This is the 3rd notebook page of appraisal record attributes showing all documents that have been connected to the appraisal record These attached documents act as evidence Element Records Element Documents Document List Drag a column header here to group by that column Title ea Project Kick Off Meeting CAVPDAKI15
24. ID Title Evidence Type Qwner Doc Type File Name or UAL Doc Ubs Connection double click camme LIN E O043 System Development Plan Direct Project F Standard Woererb apps interall This standard meets SUB 0059 SOW ME Foe CR heo 192 169 1 15 pron SUB O064 Standards and Procedures t Direct SUB OO 2 Program Management Plan ree Piciect C Beet Practice Description 16 This control contains a list of all documents connected to the current appraisal record For each document connected the evidence type may be chosen from those established in the appraisal settings window Comments specific to the relationship of the current document against the current model element and appraisal record may be recorded by double clicking the comments cell or clicking the Edit Comments button 17 These series of buttons work against the records connected to the appraisal record e The Open button opens the Document Detail window and displays the currently selected document e The Detach button will disconnect the document currently selected from the appraisal record e The Add Connect button will open the Document List window allowing additional documents to be connected to the current appraisal record e The Edit Comments button will allow comments specific to the relationship of the current document against the current model element and appraisal record to be recorded 3 4 1 Creating a new appraisal record in the Record Detail Window 1 Choose t
25. INCORPORATED 889 Shore Road P O Box 3440 Pocasset MA 02559 3440 Phone 508 833 6475 Fax 508 564 5726 http www isd inc com Copyright 2007 Integrated System Diagnostics Inc Appraisal Wizard Lite V7 1 User Guide Appraisal Wizard Lite User Guide Table of Contents LIN TRODUCTION cciscicccccaadssvensctaceavenssecsescsncuaversvsucnasdeseevens eeduancesevensesaeedeoebundsssedanssleesonsesssencoeubcseteosssensis LEPURPOSE ost tatea cesta hacesacencet nest evaaaceaaee naa satraa tere asa tciee E 1 2 HARDWARE amp SOFTWARE REQUIREMENTS ccsccsccsscsscsccscesccsccsscsscscescescessesccsscescescessessesscescescescens 15 OBTAINING PRODUCT SUPPORT sccscctesctadi ete eies eae oo tease ti nedice ne aera seak de A eeeaaneds 1 4 COMMONLY USED TERMS AND DEFINITIONS ccsccsccscccsccsccsccsccsscscescessessesccsscescescessessesscscescescens Ly CEASSES OF USER DATA COLLECTED ve eaite cits aeitecct A ei aie 1 6 APPRAISAL WIZARD LITE MENU OPTIONS OVERVIEW cccccssccsssccssccssccesccessccsccesccescceusseusceucceusceuscss TOd FUG MCR Fad Selecto Sara e R A EAE EE E A E A 102 Record Dala Meni Fad SClECHONS esesta s neinean AA EEE A AE Toa Raines Men Pad SCIECHIONS irie aeaea A EEEE E O E EEEE AAEE TOA IRCDOTIS Mena FAG ISCLOCHONS Titenana a E E E a eles ebeatactetanes FOSS MOM NUT da DCLECHONS ii iaaa i AAE E AT E Saetelea vdeitea Metadata LOGH Momie r dd SClCCHONS oiae A E E TFCONTEX T SENSMIVE HELP cosi toene e ea a eea a L
26. O USING APPRAISAL WIZARD TAT Eeen E LI SIGN ON hesia a A E O A tea eat 2 EXCHANGING DATA WITH APPRAISAL WIZARD eeeeesessssocceesessssocceccesssooocecsssssoescsssssooosesessssso 2 1 IMPORTING DATA FROM APPRAISAL WIZARD cccccecceeccsscceccesccsceuccescescesccusceuscenscuscecsenseuscescesseuss 2 2 DOCUMENT COMPARISON WINDOW ccccccscccscccsecceecccseceecccuccuseceeceeucseusceeeceescseseseeceeucseseseeseuesuees 2 3 RECORD COMPARISON WINDOW cccccseccescccscccseceuscceseceeceecseuecesceeucsuusceeeceescseseseeseeucseseseeceeesuaes 2 4 EXPORTING DATA TO APPRAISAL WIZARD ccccceccceccecccccnccesceuscenccescencceuccescescenscuscescenseusceccenceuss IDATA COLLECTION ciprinida eaae casengeea aa cantioosaunaspvegnacces ssusansaseatuanmoseeaye I VEREA TING DOCUMENTS recreanten E T netomnaenehimntanete 3 2 IMPORT DOCUMENTS OR OBJECTIVE EVIDENCE FROM EXCEL OPTIONAL ssseessscsssressressrresrreseresrreee 3 2 1 Creating a template worksheet for importing documents csscccccccccceeaeeseccccceeccaaeeeseeceeesaaaaeeeees 32 2 DIOCUIMEHL IMPOL SI CDS Hears TE E T T 3 3 USING THE DOCUMENT MODEL ATTACHMENTS WINDOW cccscccesccesscceccescceeceecsessseeeseeecseseseesees Dl Crean nE NEW DOTNET SE E S EEE E ge HOA AE EPO 3 3 2 Connecting documents directly to model elements ccccccccccsseeeceecceceeaeeeeseecceeeeaaaeesseeeeeseeeaaaaees 3 4 USE OF THE ELEMENT REVIEW WINDOW aoun iato EE EAEE VE Anai A E O ESAE PE OEA EEA
27. OCUMICIIS casted sak CaO Copyright 2007 Integrated System Diagnostics Inc Appraisal Wizard Lite V7 1 User Guide 4 3 3 Changing Multiple Documents Simultaneously cccccccccccccssssecscccceeecnseessecceeeeaaaesseeceeeeaaaaeeseeeeees 59 AA RECORD LIST FILTERING ANDRE VIEW E EE EEEE ERER 60 A S BEBMENT REVIEW WINDOW sc icch tee eh eee oe cc ehh elie S 61 4 5 1 Filtering in the Element Review Window ccccccccssseeeescccceecnnessecceeeeeaasesseceeeeeaaaaaesseeeeeessaaaeeeeeees 61 4 5 2 Reviewing all element documentation cccccccccceeeeececceeecee eee eeeeeeeeeee eae eseeeeeeeeaaaeeeeeeeessaaaaeeeseeees 61 4 6 COVERAGE BY MODEL ELEMENT WINDOW ccsccscoccecceccecescescecceccscescesceccscescescescecescescesessescesceseass 61 4 7 SEARCH RECORDS AND DOCUMENTS c5 cccck sbeneoscntecasonsencenwindeadeea seneuesestacatieabucinwiuds adaea seveuwoaplucdieaibacenees 62 4 8 REVIEWING DATA WITH THE RECORD DETAIL REPORT cccsceccececcsceccececcececescecscecescscesescesescesescs 64 4 9 REVIEWING DATA WITH THE RECORD DETAIL REPORT BY ELEMENT scsscscecececcccccececeseccececececess 65 4 10 REVIEWING DATA WITH THE DOCUMENT LIST REPORT ssceccecescscesceccscesccceccscescescescecescescuseecs 66 4 11 USING LARGE FONTS FOR TEAM REVIEW c csccsccscoscecceccecescescescecescescescesescescescsscscescescescesessescsenss 67 5 STANDARD REPORT GENERATION FUNCTIONS 2 ccccccccccccscccccccccccccccccc
28. S Ea 5 4 1 Element Review Window Controls icien ieie NTEN ETENEE Haw eed AENA NRE N JAL ECredinta NEWAPPrA SAL TCC OU aa A E NE EAEE 33 3 Special Operations GNP URCHONS eiren eee EEA RTN EE NE TN N NA EN J AUSE OF THE RECORD DETAI WINDOW rreri a oi a a a E 3 4 1 Creating a new appraisal record in the Record Detail Window 1sssseccccccceeeneeeeeeeeeeeenaaaeeeees 3 9 MULTIPLE APPRAISAL RECORD CONNECTIONS Proiuori odiis E aa a Moser ames eee 360 USE OF THE RECORD LIST WINDOW aiius a a a haar eae ea ean 5 V RECOVERING DELETED APPRAISAL RECORDS c2wacenshandeadsebacaseneneunsSaawedatanonsuatseamacepabeneunsSacwedatenonsnaaaeinnt s 3 8 ENABLING DISABLING AUTOMATIC SPELL CHECKING ssssssessessesssesssessssssseeseesseaaaeeeaeeeeeeaaeaes 3 7 SPECIFYING AND USING SUBSTITUTE PATH Sori asousSensaitl ats ois eanwnl a A 4 DATA RE VIEW sissececesccssescnssecaessadostecnsngee sannaaeteseanuon dqntioodansicecesaantestesbeansacsaeunedeseacsassontsaGosnecesergeatestesosans AA PPRAISAT RECORD FILTERING scutes sucauioneitaniads rescore tow sacueateeaeutonsaier esas ito lahore auee eat laine sete 41 1 Record filter MCN BGP eiccestecucass cesta eee aa esta ee nas ahem gd IO COV TU Er OPO ONS aena E E E aT RSA IE AEE 4 2 COMMON DATA REVIEW SCENARIOS joscssasiteiceacioncsvees tovdenoesaiaves ica racss seoudiasi T EA it AS DOCUMENT LIST WINDOW uskoessaan a A A A erases eseeas ater eles 4 Sd SCONCIING DOCUS E a E E E A TE E TA 4 Sez FRENE DD
29. VPD Project Kick Off Meeting 20040705 doc Direct o fo Purchase Order CAVPD K315 VPD_PO tf Direct WPD Email on PO CAVPDAK315 YPO PO Email Comm tet Indirect VPD E Minutes of Meeting for Clarifying CAVPDAESIS YPO Requirements Discussion Minutes doc a Business Requireme a Purchase Order for The Element Documents notebook page Evidence of agreement to Sol Estimate Sheet shows a complete list of all documentation ie As mentioned in the PO approy a SKD Project Kick O attached to the focused model element The E Sow Document contents of this page isread only E SOW Approval Meeting Minutes CSEDSL48 SKD SOW Approval MinutesOfMeeting xls a Business Requirement Document CNSEDSL452 SED Business Requirements Topic 3 Bullet point 1 in discu Section 1 1 amp 13 Approval fro Business Requirement Checklist CASED L402 SED Business Requirements ICVM Project Kick off Meeting Minutes CMICVMSL401 ICVM Project Kickoff Meeting Minutes doc Direct ICYM Topic 3 bullet point 1 in discu E Business Requirement Document Approval CMCM SL401 ICM BAD Approval Lennie Hitch doc Direct Ih Email Communication on Appro E Estimate Sheet CAICVMALAOT Estimate Account 2004081 r xls id cs As mentioned in the PO approy E SOW Approval Meeting Minutes CACY MALADT ICV SOW Approval MinutesO IM eeting xls IL MOM Discussion on SOW amp A SOW Document CAICVMSL401 ICVM SOW 1 0 doc Indirect ICVM Section 13 Review amp Accept a Purchase Order A
30. Values Mon compliance Descriptions in the G4 Log Checklist do not clearly indicate that the organization understands how to do process assurance e g the descriptions frequently do not focus on the underlying sue in the defect Ha Elements Data Sources Team Members Projects Documents REOM GP 2 9 Project Document Jennifer S EM tern PP GP 2 9 gt PM Interview GA Ken Walt Rim Pr Interview IZM Pat Hana Bas PM Interview SED Rita w 2 4 Exporting Data to Appraisal Wizard To export all appraisal information back to Appraisal Wizard select File and then Export to Appraisal Wizard trom the main menu The window below appears Export to Appraisal Wizard OBS0O50 Export Close n Esport File Hame C Temp LiteE sport SYSADMIN WL Enter the file to export information to or use the ellipsis to browse The name of the file last used for export will appear in the file name field when the window is opened Click the Export button to export the data Copyright 2007 Integrated System Diagnostics Inc 22 Appraisal Wizard Lite V7 1 User Guide 3 Data Collection The data being collected consists of 1 Appraisal records which are normally mapped against model elements providing information about model compliance or noncompliance 2 Documents which may be connected to appraisal records to provide supporting evidence of the written content contained in the appraisal record
31. When performing assessments or compliance checks it is common to request evidence of compliance If there is documentation available whether electronic or hardcopy this information may be loaded into the appraisal One or multiple documents may then be attached to appraisal records as supporting evidence or documentation When using Appraisal Wizard Lite for appraisal preparation or ongoing monitoring activities it is common to keep documentation in place to show satisfaction of model compliance requirements An appraisal or audit might involve one or more projects or groups As part of planning activities the applicable projects are defined within the appraisal As appraisal records are recorded they may be tagged against the project s or group s being examined This activity allows information to be reported at the project level if desired Data Sources During assessment or audit activities information may be gathered from formal or informal meetings interviews or other data collection sources When recording appraisal records it may be beneficial to record the information source s that the appraisal record was derived from Model Elements Most appraisal records collected will be related to elements of the model or standard being examined Attaching appraisal records to the applicable elements of the model establishes a relationship whereby the user can easily see all records attached to any model element This provides the necessa
32. a t and busiiess ae dial ative bo i e u BRO The rating type selected in this control will regulate the colors that model elements are painted _ K hls color used to on the derstanding mukh Haa rani narma lt ili gt I i Sources Record Documents gt Type corer mace Mats e ea EEE Status Accepted wt Verfication Record Text Planning Managers determine the high level requirements and then assign the PM who Pay oenn a engages the vendor and business representative to develop the BRD and Sow Requirements Develop an understanding with the requirements providers on the meaning of the requirements foe bh eee ek ee ke ee Copyright 2007 Integrated System Diagnostics Inc 35 Appraisal Wizard Lite V7 1 User Guide Flamant Dainese AAA Elarsant A Anality Management system If appraisal has more than one model in ifs J scope this control allows selection ofa model to work with 2 Element 1 Scope Rec ID Record Type PGES E ELEC EEE E EEE E EEL 2 Fundamentals of quality management systems 3 Terms and definitions Pr Uality management system duality J Mi 4 When user defined models are 9 Management responsibility used this control allows the user 6 Resource management to display the entire model or only r Product realization elements of a certain type o Measurement analysis and improvement Change Multiple only when the Document Lis
33. al records Click the Apply button to enable the filtering The Document List will only show documents that meet the filtering criteria Document Filtering AM108 Appl Close i Document Owner C Include MULL Document Owners GA new CO ICM O Organization SED LO Po Document Types L Include NULL Document Types LJ Lessons Learned Suggested Improvement O intemal E stermal 150 Audit 4 O Inema PFOA Aeviews Audit HO Artifact HO External Internal Appraisal 4 Folic C Procedure OI Specification LJ Template O Guideline C Show only documents unattached to records 3 Use the Clear Enable and Disable options below the Document Filtering menu pad to clear re enable or disable the filter respectively 4 3 3 Changing Multiple Documents Simultaneously You may change select multiple documents and change one or more fields to the same value for all documents selected To do so e Select multiple documents using CTRL Click or SHIFT Click e Select Documents from the window menu and then Change Multiple The window below appears Copyright 2007 Integrated System Diagnostics Inc Change Multiple Select All Chrl 44 Renumber Documents 59 Appraisal Wizard Lite V7 1 User Guide Change Multipule Documents AM1 24 _ OK Close E Change Document Type to Procedure Change Document Owner to C Change Requested By to C Change Requested Fromm te LI Change Data Source to e Mark the
34. appings or Groupings notebook pages page This control is provided to view the text for any element in these pages 7 This control shows a list of element groupings that exist in all models within the scope of the appraisal If the group is expanded all model elements in that group are visible with checkboxes beside them Checking any box attaches the appraisal record to that model element Performing a right click on the group triggers a pop up menu allowing choices to select all or none of the elements in Select ALL in Policy Related Practices Unselect ALL in Policy Related Practices the group 8 If this checkbox is unchecked all groups are visible in Box 10 If the box is checked the only groupings that are shown are those that the model element selected in Box 3 or 9 is a member of 9 This outline control demonstrates how user defined models are displayed in this window When working within this window you may freely move to different model elements displayed in the list Box 3 or outline Box 9 As you do so the information displayed in the Element Groupings notebook page may change The TELELA button leaves this window open and reactivates the window that was in use prior to opening the Element Connections window 3 6 Use of the Record List Window The Record List window shows a filtered or unfiltered list of all appraisal records that have been recorded Within this window certain fields of appraisal records may be up
35. cccccccccccccccccccees 69 ORATING oaaae ttre et re a ty er Se Tr Pen ar Ta eee oT I OR A Rs PORT 71 6 VUSINGTHE ELEMENT RATINGS WINDOW ssi ea O E a Dea Ea 71 6 2 USING THE RECORD COVERAGE BY ELEMENT WINDOW cccescecceccscccecceccecesccceccscescscesescescescecens 73 6 3 SCAMPI PROJECT PA SCOPE DEFINITION scsscecsscoscosceccscoecoscaccetcscccceccecceccecescaccecsecescaccensecsecesces 74 6 4 PRACTICE CHARACTERIZATION PROIECT Jores ioner ei a EE EEE EA EOE ATERA iis 64 PRACTICE CHARACTERIZATION OU Jonini EE EE dete desarti EEEE T1 UTILITY FUNCTIONS eaaa oea a a aeaa 79 7 1 EXPORTING APPRAISAL RECORD AND DOCUMENT DATA TO EXCEL cccsceccsceccececcsceccscecescecescncess 79 ZAA EPON AUTO ENCE o EEEE AAE EAT A ES 79 E E O eie TAi e E E EE R E A E A E E E E S A E 1 MIND DUA cscs bascenuesuencunabecdeieveateaticescselussiascutaseidessveatecitveiaceavesewssutescocausveuTucsiveiicelvisewssutescdauveutuciieesicetviuewseutaveedes 5 Copyright 2007 Integrated System Diagnostics Inc 4 Appraisal Wizard Lite V7 1 User Guide 1 Introduction 1 1 Purpose Appraisal Wizard Lite is a product allowing appraisal or data collection team members to operate together when a networked environment is either unavailable or undesirable Appraisal Wizard Lite contains the subset of Appraisal Wizard functionality necessary to create and update appraisal records and documents and to rate model satisfaction or compliance Appraisal records d
36. cel C Filter Verification Values Filter Projects Include WULL values y Show ONLY No projects records The fourth page contains options for filtering on the team members and data sources related to an appraisal record Copyright 2007 Integrated System Diagnostics Inc 54 Appraisal Wizard Lite V7 1 User Guide Record Filter Selection AMO63 Te Save Exit ib Cancel i E st Record Type Flags Status Eo Werification Projects ig Data sources Team Members Model Areas KIG Filter Data Sources C Filter Team Members C Show ONLY no data sources records Show ONLY no keam member records LJ EPG Team O Follow Up Interview O Implementation Artifact O Instrument O Middle Mat Interview LJ Opening Briefing LJ Organization Document PM Interview GA PM Interview CM PM Interview SED Pe Interview YPO LI PRGA CM Interview LJ Frelim Findings LO Project Document LIA The last page provides the means to filter records by their attachment to portions of the model used for appraisal scope In the example below only appraisal records that have been associated with Requirements Management will pass the filter The 2 checkbox also provides a means of filtering appraisal records that are not connected to any portion of the model Record Filter Selection AM0O63 Py SavelExit i Cancel i ch Verification Projects iiD ot
37. check box beside any field to be changed and choose a corresponding value to be supplied Note if a value is not chosen the field will be set to no value NULL e Click the OK button 4 4 Record List Filtering and Review The Record List window was introduced in the last chapter as an application window allowing all appraisal records to be viewed modified or deleted Because this window shows all appraisal records it is ideally suited for filtering to focus in on appraisal records having certain values Once the appraisal record list has been filtered it may be used in conjunction with the Record detail window AM002 to step through each appraisal record to view all details Some common uses of filtering in this window are e To obtain a list of all appraisal records having a particular status or verification value requiring attention e To obtain a list of all appraisal records modified since the last team review activity that should now be reviewed by the team e To obtain a list of appraisal records created by a particular team member e To view all appraisal record recorded for a specific project 1 To establish a filter select the Filtering option from the window menu then Set Establish the filtering options and then save these If filtering was established earlier it will still be in effect when this window is initially opened 2 Activating the Record List window will trigger the filtering established and present a list of
38. chments Window Activates the Record List window B Activates the Record Entry window Bl Activates the Find Replace window Z Activates the Record Coverage by Element window ih Activates a new Document Entry window S W z Copyright 2007 Integrated System Diagnostics Inc 9 Appraisal Wizard Lite V7 1 User Guide a Activates the Document List window 1 6 1 File Menu Pad Selections File Exit Exit ignon Import Appraisal wizard Data Export to Appraisal wizard Purge Appraisal Submenu Option Signon Import Appraisal Wizard Data Export to Appraisal Wizard Purge Appraisal Description Close Appraisal Wizard Lite Opens the signon window Import the appraisal setup file supplied by the Appraisal Wizard user Export data collected back to Appraisal Wizard Deletes all appraisal data collected 1 6 2 Record Data Menu Pad Selections Odd Record Chrl o Record List Element Review Ctrl F Recover Purge Deleted Records Go to Record Chrl t5 Duplicate Document Consolidation New Document Ctrl D Document List Connect Documents Import Documents Search Records and documents Ctrl F Export Records and Documents to Excel Record Data Submenu Option Add Record Copyright 2007 Integrated System Diagnostics Inc Description Opens the record detail window to record a new appraisal record 10 Appraisal Wizard Lite V7 1 User Guide Record List Element Review Recover Purge Del
39. ct PA Scope Definition This window allows the user to designate the PA scope for projects or groups defined in the appraisal If a PA is not applicable for a group uncheck the box at the intersection of the PA and group Speed buttons at the top of the window provide a fast means of toggling the checkbox states Note that the settings recorded in this window are used ONLY by the SCAMPI Practice Characterization calculation windows af Project PA Scope AM315 Neds Sui Uy Save cope settings close E JEJE OOO E O EEE O EEE es O E aia 7 Th F slat t iar mare Bin ol rere Unselect All Perrone Dumni ai JNSEIECT eoumr select H nov A Group called Organization and Various projects have been created using the Projects Group Definition function bellow the planning menu Only the Organization group have been scoped for the Organization Pa s G i aj E When SCAMPI calculation are _ preformed this matrix will determine whether a project or group will be considerate for calculation against a process area alala x al H A DAR Ezp cm J car A ajkak Elele CEE we eee Copyright 2007 Integrated System Diagnostics Inc 74 Appraisal Wizard Lite V7 1 User Guide 6 4 Practice Characterization Project This function is used to compute project instance practice characterization It is accessed by selecting Ratings SCAMPI P
40. cumeg TMS notebook page shows all documentation collectedfor fi Fom 1306 Pwo Commuricaton Ses fhe appraisal This list of documentation is independent of 11308 Status Repot 2 attached to zero or multiple appraisal records o Repot OOO o Policy 1308 Comective Action Triggers Documents may be created deleted or edited on this page E os Requirement Traceabiity 4 The vertical grid at the bottom of the page provides an easy TE dRnEnDRTaT O Afat 1310 weekly PMO Repots GAfnew CAGAAL352 GA Weekly PMO Report 111104 xls ae lt i 1 documents deleted Project Progress M eting Minutes 2 File Name URL CASEDALA82 SKO Project Progress meeting MOM _ 040929 doc Doc ID Document Type Mtghinutes Document Owner SED Data Source PM Interview SED COMMENTS Requestor w Record Filter Information Weeds F State Enabled _ View change Choose filter to work with Enable Disable Filter alee criteria This menu bar is the Record Filter Bar It allows selection of a previously defined record filter and allows it to be enabled disabled or adjusted Copyright 2007 Integrated System Diagnostics Inc 34 Appraisal Wizard Lite V7 1 User Guide Ele The Rating Settings Menu bar allows adjustment of E 5j Ed Element Color Practice Char Opens the project rating window showing how the model element was rated ete inning Manag gt t srs determine the high level requirements across all projects 4 n
41. dated and appraisal records may be deleted Copyright 2007 Integrated System Diagnostics Inc 46 Appraisal Wizard Lite V7 1 User Guide This window may be opened using the 8 speed button or by selecting Record Data and then Record List from the main menu Appraisal Record List AM003 i Options View Record Close Spell Check E gt Record Details a Record Filter NINE Status erificatioi Fro ject data is monitored Ny the CM lead i e PM and 4 EEEE EE idonitonng Aeport is prepered and rr ka Ee Current Record Bi skeholder it In Bolvement i Is maeting projeckstatus meetings ed des All Records ea Progress performgnce ard projact level and the Flann Duplicate L Change Multiple Coreghve actions ate man Goto Record Ctrl G CRs ara logged in the NR F Select All Ctrl 44 LAM engnonment Baselineslare not alwa Refresh F5 fa tollgate Disable Record Multi Select LAs Cle affected by a CA Le identified from impact analita Update and then checked in after review and approve l Projects maintain CA records and a Change Registry Status Accounting reports gt gt m 4 f The appraisal records shown in the grid may be sorted or grouped on various columns by clicking the grid header cell for the column you wish to sort or group by An arrow will appear in the column header cell indicating whether the data is sorted in ascending or descending o
42. del supplied with Appraisal Wizard you may choose only the process areas you wish to work with When working with a user defined model the model is displayed as an outline and specific branches may be deselected to effectively limit the elements presented Use the Clear Filtering menu function to clear out all filtering settings and return the view to an unfiltered state Use the Disable Filtering to maintain the filtered settings but disable these so that all elements are visible Use the Enable Filtering option to re enable a disabled filter Record Filtering Record filtering is also available to regulate the appraisal records displayed This can be very useful during review activities by allowing you to focus on only those records suitable to the task at hand Record filtering in this window allows filtering of appraisal records based on selections from any of the following sets of values e Record Type Copyright 2007 Integrated System Diagnostics Inc 38 Appraisal Wizard Lite V7 1 User Guide Record Status Record Verification Projects Data Sources Team Members State of Summary Report flag State of Global Flag State of Non Model Flag State of Modified Flag Note that the filtering window also allows selection of model elements as another factor in filtering This filtering option is ignored in the Element Review window since the appraisal records shown are by default those specifically related to the model element being e
43. dentified and documented in the Project SYSADMIN 11 16 2006 12 08 PM WA d H By default the deleted appraisal records are shown in this window in descending order by the date and time last updated This order may be changed by clicking the grid column headers If you wish to recover or purge a single record select the record then click the Undelete or Purge button respectively If you wish to recover or purge multiple records use CTRL Click or SHIFT Click to select multiple records then click the Undelete or Purge button The Record menu option provides a function to select all records in the grid 3 8 Enabling Disabling Automatic Spell Checking The application windows that allow entry of appraisal record text all have the capability to spell check appraisal record automatically or manually These windows are Record Detail Element Review and Record List In each of these windows there is a menu button that may be clicked to perform an spell check You may also force appraisal record text to undergo automatic spell checking each time a record is to be saved and the text has been modified To enable or disable this option select Setup and then Preferences from the main menu The window above appears Check the Automatically spell check modified or new records option see below then click OK Appraisal Record Options C Always spell check modified or new records Copyright 2007 Integrated System Diagnostics Inc 49
44. des the capability to 1 See the number of records by record type collected for each model element or 2 See the quantity of documents by evidence type collected for each model element or 3 See the quantity of documents by document status collected for each model element Open this window by selecting Ratings and then Record Coverage by Model Element Open Element Review window Element Information to see details of information statistics Name Parent Totals Action Item Strength Compliant Normative Weak captured for element Practice Im RAEQM SP 1 1 AK nl i Oooo o o p i ca SP 1 4 are EON GP21 EC ean or 2 pean tee Soe pe Kea SP 1 10 Obtain an Understanding of Requirements Develop an understanding with the requirements providers on the meaning of the requirements As the project matures and requirements are derved all activities or disciplines will recenve requirements To avoid requirements creep criteria are established to designate appropriate channels or official sources from which to recente requirements The receiving activities conduct analyses of the requirements with the requirements provider to ensure that a compatible shared understanding is reached on the meaning of the requirements The result of this analysis and dialog is an agreed to set of requirements Copyright 2007 Integrated System Diagnostics Inc 73 Appraisal Wizard Lite V7 1 User Guide 6 3 SCAMPI Proje
45. dified The Spell Check option performs a spell check on the text of the focused record The Goto Selected Document option will open the Document List notebook page and position to the document currently focused in the Record Documents notebook page The following procedure are the steps to take to create a new appraisal record 1 If necessary choose the model you wish to work with in the Model combo box Then highlight the model element such as a CMMI practice that the new record is to be related to 2 If the Element Records notebook page is not showing click the Element Records tab 3 Click the New Rec button see Box 13 A new appraisal record is created and will automatically be attached to the current model element in Box 2 4 Supply information for the record by recording values for fields appearing on the appraisal record notebook pages See Box 5 a Inthe Record Fields Project page i Choose the record type ii Choose the record status iii Choose the verification status iv Key the record text v Check each project that this appraisal record relates to vi If the appraisal record applies globally across the model check the Global box Copyright 2007 Integrated System Diagnostics Inc 37 Appraisal Wizard Lite V7 1 User Guide b Inthe Elements Data Sources Team Members page i Check the team member s who is recording the record or was the author Box 15 ii Check the data so
46. ds with respect to SCAMPI calculations The Objective Evidence Written Affirmations page will show all documents connected to appraisal records or model elements and passing filtering requirements The states of the checkboxes below the SCAMPI Value columns show what the connected documents counted towards with respect to SCAMPI calculations Copyright 2007 Integrated System Diagnostics Inc 78 Appraisal Wizard Lite V7 1 User Guide 7 Utility Functions 7 1 Exporting Appraisal Record and Document Data to Excel Users may wish to export appraisal data for use in external systems or to use the data for customized purposes Appraisal record and document data may be exported to a multi sheet Excel workbook presenting different views of the collected data This function works with the currently active appraisal and may be accessed by selecting Appraisal then Export Records and Documents to Excel The window below appears If appraisal record filtering is in effect only appraisal records passing the filter conditions will be exported Record filtering settings are accessible in this window from the menu This window actually can perform one of two functions 1 Export appraisal record and document data or 2 Create an Excel worksheet that is properly formatted to allow documents to be imported into the appraisal and automatically attached to specific model elements Details of this function were described in section 3 2 7 1 1 Exporting
47. e This is the document title required FileOruRL This is the full path or URL for the document optional Comments These are comments or notes about the document optional Do not confuse this with the Doc Record Comments described below Owner Specifies the project or group that owns the document optional and must match the name of an existing project in the appraisal DocType This is the type of document being imported e g Procedure standard etc Optional and must match the name of an existing document type in the appraisal Doc Record Comments These are comments that if supplied will be stored when the document is connected to an appraisal record during the import process optional Copyright 2007 Integrated System Diagnostics Inc 26 Appraisal Wizard Lite V7 1 User Guide j Evlype This is the evidence type optional and is only used when connecting the imported documents to appraisal records or model elements and must match the name of an existing evidence type in the appraisal k Doc Status This is an optional status for the evidence that is being connected to the appraisal record or model element by means of this import optional Projects Using When connecting the document to an appraisal record or model element this is a list of all projects that should receive credit for the document being imported The basic import options are to import documents only or to
48. e V7 1 User Guide 4 1 1 Record Filter Menu Bar Any window having functionality that may be affected by record filtering will have a Record Filter menu bar as shown in the image below The filter bar contains 3 controls 1 Pick list of existing record filters NONE appears at the top of the list to signify that no filter is desired or selected If NONE is the only available entry then no record filters have been defined yet 2 State control allowing two choices Enabled and Disabled lf the state is disabled record filtering is not engaged 3 A View button control which if clicked shows all values selected for the selected filter and allows these filter settings to be modified Record Filter inune EEE MOME Accepted Improvement Activities Accepted Weaknesses and Alternative Practices ONLY Action Items Only ECM FIDOS Information Weeds Mew Filter PA Filter Project YPO Only working Filter The action of creating new record filters is done from the Appraisal Filters window which is accessed by selecting Setup form the main menu and then Record Filtering Appraisal Filters AM250 Sele wiew Edit Filter Use Filter New Filter Copy Filter to Mew Close i Drag a column header here to group by that column Filter Name Description Owner Public Read Access Accepted Improvement Activities 5 SAD MIA Accepted Weaknesses and Alternative Practices ONLY SYSADMIN Action lems Only Shows action items only 5 SAD MIE
49. e appraisal record is automatically checked The Requested By Requested From Data Source Requested Date Received Date and Examiner fields are typically used by the appraisal team to record requests for additional documentation and are optional Enter values for these fields if applicable Enter comments or notes about the document in the comments field optional Click the button to save the document or use the to save the document and add another 3 2 Import Documents or Objective Evidence from Excel optional The previous step dealt with manual document entry This section will address how to perform these actions if the documents to be imported can be made available in an Excel worksheet In order to create a worksheet you will need to know the expected format The simplest method of obtaining this information is to generate the expected layout using a special option in the Export Records and Documents to Excel function This is described below 3 2 1 Creating a template worksheet for importing documents 1 Select Record Data then Export Records and Documents to Excel from the main menu Window AM065 will appear Export Records and Documents to Excel AMOG Options Close _ gt Record Filter MONE s Create Document Import Layout For Model cst l Copyright 2007 Integrated System Diagnostics Inc 25 Appraisal Wizard Lite V7 1 User Guide 2 Mark the checkbox indicating you wish to create a layou
50. ecords AM173 OK Close Change Record Type to hange Record Status to Accepted hange Verification to hange In Summary Robbe C Include in Summary Rpts hange Global ta C Global hange Mon Model to C Mon Model hange Projects to SED AYPD Hone selected Lee ee eee 7 3 7 Recovering deleted appraisal Records An appraisal record that has been deleted can be recovered using the Recover Purge Deleted Records option below the Record Data menu pad This window shows all appraisal records that have been marked as deleted but have not yet been permanently purged Records appearing in this window may be a Un deleted or b Permanently purged from the appraisal Copyright 2007 Integrated System Diagnostics Inc 48 Appraisal Wizard Lite V7 1 User Guide Deleted Record Recovery Purge AMO049 Records Mote Multiple records K pesis may be selected Drag a column header here to group bp that column 2 Record ID Record Type RecordText Updated By Last Updated Complant Mormnative Aisks are monitored at weekly projects meetings SYSADMIN tollgate reviews etc and are reported in the PMO weekly status report FB Complant Normative Accomplishments and results of the project are SYSADMIN reviewed at the tollgate reviews TTYTTTTTETTTI 6 Complant Normmative lssues are collected analyzed and needed SYSADMIN 2 15 2007 4 27 PM conrectyve actions are determined 5 Compliant Mormative i
51. ed Doc ID Comments Title Comments Doc Owner Doc Type LINK O036 Metrics Plan Project Procedure CMP 01 08 Training Measures Project Policy CMP 0110 Corporate Metrics Status Project D Standard TAP 01 20 C4 Metrics Reports Element Data Sources Team Mbr Projects RM AB 03 DR RM Project 4 RM ME 01 Ph JL Project B R an oaoa s 4 10 Reviewing data with the Document List Report The document list report can provide information about every document contained within the appraisal In additional to showing all basic document information the report also has options to e Report only those documents that are not attached to any model elements via appraisal records and are therefore unreferenced possibly unused or unneeded e Report all model elements each document is attached to via appraisal records Copyright 2007 Integrated System Diagnostics Inc 66 Appraisal Wizard Lite V7 1 User Guide The document list report options window is accessed by selecting Reports and then Document List from the main menu The window below appears Document Report AM401 Generate Report Close Sort By Document Title C Include Attached Model Elements O Show Unused Documents Only 1 Choose how documents are to be sorted The available options are by Document Title or Document ID 2 If you wish to see all model elements that reference each document select the first checkbox 3 If you only want to see documents that are un
52. ed in a similar method and format Once you have selected the report type from the Main Menu a window will appear prompting for information or providing an option to generate the report or cancel These prompt screens are discussed under each report separately In general print destination options allow you to preview the report print it directly to a printer or export the report to a file The Print Preview window is shown below Print Preview In order these controls do the following Display 1st page Display prior page Allows direct entry of page to display Display next page Display last page Sends the report to aT a the printer Sessian Requested Request Date Rece File Location G GA L352 GA_BRD J Displays output at fpgapg2 Allows direct entry 1543 actual size of preview scaling percentage ERO Late ocales the preview File L output so that an entire 1394 page can be seen in the BRO Late preview window Scales the preview Nocument 2 0 doc output so that the entire width is visible in the hae preview window File Location C Document 3 0 doc 1502 1113 2004 BRD Review Report File Location C SKD L402 SKO PeerReviewsummary BRD O 1 xls 1502 11 14 2004 BRD Review Report File Location C PO KS15 WPD PeerReviewoummary aa O 1 xls This Report Output options window shown below is presented prior to the generation of most reports to provide a choice of previewing printing or expor
53. either the Appraisal New documents Wizard or and records are Wizard Lite added to the user are appraisal in shown with Appraisal Wizard differences The Modified data is Appraisal presented for Wizard user evaluation and chooses the selection changes to keep Action Appraisal Wizard Wizard Lite State Performed State Using Appraisal Unchanged Unchanged Wizard a NEW Wizard Lite export file is created This will be used to synchronize all Wizard Lite user databases Each Wizard Lite Unchanged Wizard Lite Note be user purges the database is certain that existing Appraisal empty the Wizard Lite data was successfully imported into Appraisal Wizard before purging Copyright 2007 Integrated System Diagnostics Inc 16 Appraisal Wizard Lite V7 1 User Guide Action Appraisal Wizard Wizard Lite State Comments Performed State Wizard Lite Unchanged Wizard Lite user s import the Database now setup file contains all records and documents in Appraisal Wizard database As part of import processing on either side records and documents are checked for differences If an record document being imported differs from the information already recorded the user is presented with a window showing both versions of the information User options at this point are to keep the existing values overwrite values with those being imported or load the values being imported as an entirely new record document 1 9 Sign On
54. eport by Element 65 record fields usable for 51 record relationships usable for 51 setting 52 use during export to Excel 79 use with Record Detail report 64 using the filter window 53 within Record List 60 help context sensitive F1 13 main menu 9 speed buttons 9 Model Wizard description 82 password changing 17 reports Document List Report 66 exporting to files 70 output destination and options 69 Record Detail by Model Element 65 Record detail Report 64 support obtaining 5 terms and definitions 5 85
55. est number will be applied first Substitute paths are stored in the registry of the PC in use and are only in effect for that PC Other users who sign on and use that PC will use whatever path settings are in effect for that PC To create a new substitute path or edit an existing path click the grid navigator insert button blue symbol and record the appropriate values When the data is entered click the grid navigator post button green checkmark to save the path To delete an existing substitute path click the grid navigator Delete button red You may leave a substitute path in place but disabled by un checking the check box Copyright 2007 Integrated System Diagnostics Inc 50 Appraisal Wizard Lite V7 1 User Guide 4 Data Review There are many different windows and reports available to allow review of the data collected for an appraisal Some of the reasons for performing data review but certainly not all are as follows 1 Determination of whether sufficient information has been recorded for model elements This review may also be performed for specific projects or the organization as a whole 2 Examination of appraisal records to locate any that require further attention Some appraisal records may have been assigned a status or verification value meant to signal that additional information is needed 3 In some methodologies the appraisal team must review records developed and as a team come to consensus about t
56. eted Records Go to Record Duplicate Document Consolidation New Document Document List Connect Documents Import Documents Search Records and Documents Export Records and Documents to Excel 1 6 3 Ratings Menu Pad Selections Element Ratings Record Coverage by Element St_ AMP Ratings Submenu Option Element Ratings Record Coverage by Element Copyright 2007 Integrated System Diagnostics Inc Ctrl M Opens the Record List window showing all appraisal records or records that meet current filtering conditions 1f record filtering is enabled Displays model elements and allows recording of appraisal records directly against elements Also allows assignment of ratings against the elements Appraisal records which have been accidentally deleted may be recovered Deleted records may also be permanently purged from the appraisal Prompts for the record number to be accessed then opens the record detail window showing record data attributes Allows identification of consolidation of duplicate documents and their connections to appraisal records and model elements Allows recording of a new document Shows all documents which exist in the current appraisal Opens the Document Model Attachments window which allows creation and deletion of links between documents and the model s in the appraisal scope Allows import of documents from an Excel Workbook and attachment to model elements Provides a Searc
57. formation 3 3 2 Connecting documents directly to model elements In addition to allowing document creation editing and deletion the Document Model Attachment window provides the capability to establish direct connections between documents and model elements The window has 3 operating modes depending upon the setting of the Display control in the menu bar Display ocuments Connected to Element Documents Connecked bo Element Elements Connected to Document All Document Element Connections view only er all P When Documents Connected to Element is selected the lower portion of the window shows any documents connected to the currently focused model element Additional documents may be connected to the model element by scrolling to the appropriate ee Connect Document bo Element ee document clicking the button then filling in the connection information Document Model Attachments AM251 3 Options l Display Documents Connected to Element i Connect Document to Element Document Filtering Close Project Filter All Projects B Model C511 x Element Type Practice Drag a column header here to group hy that column Title v Owner sy File or URL v Doc ID fg Project A CM Plan ard Ps ssdtampasl K Volume CMMI1 2 MEA Sparky Project Status Report Sparky W Sparky007 ii TOU Organizational policies TOUOO4 a Discect Requirements Change Reques Project A Discect005 E Discect Requirements Chan
58. functions available in these two windows is shown below Copyright 2007 Integrated System Diagnostics Inc 39 Appraisal Wizard Lite V7 1 User Guide Feature Element Review Record Detail Create Update Records Yes Yes Perform Element Ratings Yes No Access appraisal records by Yes No model element View summary of alldocuments Yes No attached to a practice The components of the Record Detail window are described below 15 0 Record Type Strength a Record a z 4 4 b Save ge New Status Accepted A a Spell M Cancel a Delete yoo DA I Include in Summar Apts Global p Nor Model Record Text Modified All projects use either a contractual andor internal documented and approved statement of work a Model Elements Data Sources Team Members Projects 3 Record 5 AMO02 Documents Delete Element Review Rate all Data Sources Team Members ME Cocument Review C Software Project Lead 1 Software Project Lead 2 C Draft Finding Pres C Follow up LIPO Team Members Process Consultant St SPP AB 01 gw SPTO AB 04 ISO 5000 2000 7 3 2 Design and development inp C Senior Management COI Software Engineer C Software Project Lead 3 BILITY 1 A documented and approved satena C System Engineer work exists for the software project C Test Session Description 1 Field 1 is the record type The values available for selectio
59. ge Process Project DiscectO06 x f SP11 Obtain an E Discectlt Estimation Process and Assoc Project A Understanding of Requirements Selected element drives grid All documents connected the requirements providers on the Ce ee oe eee hae f0lCKK to selected practice are gt meaning of the requirements v Ee ee ee ee ee eee ed _spown Drag a column header here to group by that column P Documents connected to REQM SP 1 1 Title v Ev Type gt RobotMan Audit Process Provided GESI 2 E Discect CMMI Instrument Best Project A C Documents and Settings Michael Simmons Des E Discectlt Project Plan RobotMan Project A Roboth TuxonT urbo Project A Sparky c temp test xls When Elements Connected to Document is selected the lower portion of the window shows any model elements connected to the currently focused document The document may be connected to additional elements by scrolling to the appropriate model element ae C t D t to El t N a clicking the SU Scie ed button then filling in the connection information Copyright 2007 Integrated System Diagnostics Inc 30 Appraisal Wizard Lite V7 1 User Guide Document Model Attachments AM251 3 Options Display Elements Connected to Document X Connect Document to Element Document Filtering Close x r z 3 Project Filter All Projects Model C511 v Element Type Practice Drag a column header here to group by that colum Title v O
60. h Replace capability across appraisal records documents and connected document information Allows export of Appraisal records and documents to excel and also generation of the template needed to import documents into Wizard Lite using the Document Import function d Project PA Scope Definition Practice Characterization Project Practice Characterization OU Description Allows assignment of ratings against model elements while showing how subordinate child elements have been rated Shows counts of the number of appraisal records or evidence types or document statuses recorded against each model element This function may be used to see 1 Appraisal Wizard Lite V7 1 User Guide Project PA Scope Definition Practice Characterization Project Practice Characterization OU 1 6 4 Reports Menu Pad Selections Record Detail Report Record Detail Report by Element Document List Document by Model Element Broken Links Report Reports Submenu Option Record Detail Report Record Detail Report by Element Document List Documents by Model Element Broken Links Report 1 6 5 Setup Menu Pad Selections Preferences Document Auto Mumbering Record Filtering Utility Submenu Option Preferences Document Auto Numbering Record Filtering Copyright 2007 Integrated System Diagnostics Inc areas of the model that have not yet been addressed or for which no data has been collected Allows specification of which
61. he record type 2 Choose the record status 3 Choose the verification status 4 Key the record text 5 Check each project that this appraisal record relates to 6 Ifthe appraisal record applies globally across the model s check the Global box Copyright 2007 Integrated System Diagnostics Inc 42 Appraisal Wizard Lite V7 1 User Guide 7 If you are creating an appraisal record that should appear in the Record Summary Report click the Include in Summary Report box 8 If the appraisal record is not related to the model s being examined click the Non Model checkbox 9 Check the team member s who is recording the record or was the author Box 10 10 Check the data sources where the content of the appraisal record was collected from Box 9 11 Use the Connections button to open a window that will allow attachment of this appraisal record to other model elements 12 In the Documents page a If there are documents that you wish to attach to this appraisal record as evidence use the Add Connect button to open the Document List window From this window you may select one or more documents to be attached to this record b After connecting a document Choose the evidence type value if these are applicable Record any necessary comments describing the relationship between the attached document and the appraisal record information ome 13 Click the Save button to save the new record or New button to save the record and c
62. he validity of each 4 In some methodologies the focused review of documentation collected for each model element is commonly done In this chapter various reports and windows will be described that may be used to review appraisal record data and documentation 4 1 Appraisal Record Filtering Appraisal Wizard Lite provides a very easy to use and powerful feature called appraisal record filtering Filtering once activated is carried forward into many windows and functions automatically until the filter is disabled or cleared Since filtering is an important factor in locating specific information this topic is being described at the start of this chapter which deals with reviewing data Filtering provides a way to restrict the visible appraisal records to only those containing values or relationships specified in the filter If enabled filtering remains in effect until disabled or cleared or Appraisal Wizard Lite is closed The appraisal record data fields that may be used for filtering are Record Type Record Status Global Flag Non model Flag Modified Flag Include in Summary Report Flag Record Verification value The relationships below may also be used for filtering Projects related to an appraisal record Data Sources related to an appraisal record Team Members related to an appraisal record Model Elements related to an appraisal record Copyright 2007 Integrated System Diagnostics Inc 51 Appraisal Wizard Lit
63. hips to model elements is ignored 4 5 2 Reviewing all element documentation In Appraisal Wizard Lite documents may be attached to appraisal records as supporting evidence In some appraisal methodologies it may be desirable to see simply a list of all documentation attached to a model element regardless of the appraisal records each document is attached to This information is visible in the Element Documents tab of the Practice Review window The list of documents is a summary of all documents connected to all appraisal records that are currently visible based on filtering for the selected model element 4 6 Coverage by Model Element Window The Record Coverage by Element window provides the capability to 1 See the number of records collected for each model element by record type 2 See the number of pieces of evidence connections by evidence type connected to each model element 3 See the number of pieces of evidence connections by document status connected to each model element Open this window by selecting Ratings and then Coverage by Model Element from the Copyright 2007 Integrated System Diagnostics Inc 61 Appraisal Wizard Lite V7 1 User Guide main window or by clicking the Fc speed button Coverage by Element AMO031 Sia View Coverage View Evidence Types Access Element Records Record Filter NONE AA Eg Drag a column header here to group by that column Element Information Statistics Record Ty
64. ick the Assigned rating cell and select a value from the drop down list of values which appear 8 You can leave the data unmodified as shown Copyright 2007 Integrated System Diagnostics Inc 75 Appraisal Wizard Lite V7 1 User Guide Computed Characterization and Statistics This right hand portion of the upper grid shows statistics computed for every practice These are 1 Computed The computed practice characterization value 2 Inconsistency Checkbox indicates a discrepancy with the official stored characterization value and the value computed Direct Count of the number of Direct Evidence artifacts found tied to the practice Indirect Count of the number of Indirect Evidence artifacts found tied to the practice Written Aff Count of the number of written affirmations found tied to the practice F2F Aff Count of the number of Face to Face affirmations found tied to the practice Weakness Count of the number of weaknesses found tied to the practice F2F Neg Aff Count of the number of Negative Face to Face affirmations found tied to the practice These count against Goal F2F coverage but really do not impact Practice Characterization calculations at all Nt Supporting Evidence The lower portion of the window contains a notebook control having two pages This control contains all appraisals records and documents that were found to have value to the SCAMPI calculations for the practice currently selected in the upper
65. ile to be stored iv If the button indicated by Box 4 is clicked the contents of the field will be stripped down to only the folder name And in this case anyone opening the file will be opening a folder in Windows explorer Note For files located on network drives it is best to avoid using a drive mapped path and instead use a UNC Universal Naming Convention path For example instead of M Documentation Policy doc use a UNC path such as Server1 Documentation Policy Doc If other personnel have Copyright 2007 Integrated System Diagnostics Inc 24 Appraisal Wizard Lite V7 1 User Guide drive letters mapped differently they will not be able to access the file easily Use the UNC button to convert a drive letter path to UNC format Enter the Document ID optional If automatic document ID generation was specified during appraisal definition this field will already be populated Choose a document type if available optional Choose the owner of the document from the list of available projects and groups optional Note The owner of the document is a relatively important field When documents are connected to appraisal records the document owner is displayed This can assist appraisal team members in visually scanning list of evidence to see which projects have evidence recorded In addition if a document has the owner field recorded and is attached to an appraisal record the appropriate project checkbox in th
66. ils of focused appraisal in nnn Perrererere eres de reer a renner ith 7 ERATA s e la record is shown below in the evelop an un ertan Ing with the requirements AEA i the meaning of the requirements notebook pages mocument details all the requirements ard is List of This grid contains all appraisal How do you develop an understanding with the requirements available records attached to the providers on the meaning of the requirements elements i i The SOM document which details the requirements is signed practices How da you develop an understanding with the requirements B providers on the meaning of the requirements Project developed the business requirements document by iiil i i ata Sources Record Documents Type Improvement Activity Inude in Summary Rpts alobal Tbtain an Understanding of Requirements i Statue Accepted Verification es Develop an understanding with the Record Text requirements providers on the meaning of the requirements Planning Managers determine the high level requirement This is the first page of gages the vendor and business representative to develop the BRD and sow appraisal record As the project matures and details requirements are denved all activities or disciplines will receive requirements To avoid requirements Cheep criteria are established to designate appropriate channels or _ Got T
67. ing the box beside the project The model text for the element currently selected in 8 is displayed Double clicking within this text will open a window where the text may be more easily read The state of this checkbox indicates whether the appraisal record has been modified or not These series of buttons work against the elements connected to the appraisal record e The Connections button opens a window allowing the current record to be connected to other model elements e The Delete button will disconnect the element currently selected Box 8 from the appraisal record e The Element Review button will open the Element Review button and position to the practice currently selected in Box 8 These series of buttons operate as follows The 4 4 gt gt buttons position to the first prior next and last record in the list of appraisal records e The Save button saves and commits all changes made to this appraisal record e The Spell button executes the spell checker against the record text e The New button saves any changes to the current appraisal record and clears out all fields for entry of a new record e The Delete button deletes the appraisal record e The Close closes the window Copyright 2007 Integrated System Diagnostics Inc 41 Appraisal Wizard Lite V7 1 User Guide Model Elements Data Sources 7 Team Members Projects Documents gt Open 3 as Detach ae Add Connect Edit Comments 17 Doc
68. l Wizard Lite V7 1 User Guide After clicking OK the sign on window appears After signing on you may receive the following message x The imported appraisal uses auto assignment of Document IDs For new documents created Do you wish 2 to adjust the values that will be created Clicking the Yes button opens the window below You may record the document ID prefix and starting sequence of your choice These choices are used to automatically populate the document ID field for every document that you create within Wizard Lite Document Numbering OBS11 3 Thiz appraisal uses auko numbering of the document ID for any docurnents added To ensure unique IDs you may specify the prefix and starting number Use auto numbering for documents Document ID Prefix Save Close 2 2 Document Comparison Window The document comparison window below appears during the import process when a document is being imported and has been changed The upper area of the window Box 1 shows the current values in the Appraisal Wizard Lite Database The lower portion of the window Box 2 shows the values being imported Fields with differences are shown with a red background When this window appears you must specify how to handle the change Keep the existing document and ignore the incoming change Box 3 Replace the existing document with the imported values Box 4 Load the altered document as a new document Box 5 Cancel the entire impo
69. line presentation Each branch or node in the tree is called a model element Within this guide the term model element is frequently truncated to element Using Appraisal Wizard Lite information may be recorded against model elements during an appraisal Model Wizard allows definition of groups of model elements of acommon element type These elements are typically grouped based on common subject matter Groupings are accessible within Appraisal Wizard Lite and provide a way to quickly see all elements within the grouping Groupings act as a reminder to the user that the information being recorded about a model element might also be related to other areas of the model Text may be recorded for any model element This text is usually the actual content of the model being referenced although it does not have to be The model element text is displayed in Appraisal Wizard Lite providing the users of those applications more information about the model element Each model element must have a value assigned to an attribute named Element Type Element typing is a way to classify elements into categories It is also used in the process of defining parent child relationships within a model Model Wizard is a Windows based application that allows users to record models into a database allowing their use in Appraisal Wizard This is a true false data attribute within each appraisal record It is generally used to indica
70. me Element groupings will only be present if defined for the models involved in the appraisal An example of groupings is shown below in the image These groupings assist by a Acting as a reminder that a record that is recorded against one of the grouping members may also be pertinent to other elements in the grouping b Providing a fast ways to connect grouping elements to an appraisal record Note Model element groupings are created for a model using Model Wizard See the Model Wizard User Guide for more information Element Connections Record 24 AM001 Model Call 5 Er Back To Record ib Close Focused Element REOM GP 2 1 Element Owner _O z Element Name B Element Owner REOM O REOM SP 1 1 O REQM SP 1 2 GP 2 2 __ REOM SFiS i E cp 2 3y Select ALL in GP 2 4 O REGQM SP 1 4 OW Unselect ALL in GP 2 4 Ol REGM SP 1 5 a cen REHM GP 2 1 oO REQM GP 2 4 O REOM GP 2 2 A Lyprap24 O REGM GP 23 LJ PMC ap 2 4 O REQM GP 24 am sam ap 2 4 O REQM GP 25 LJ maa op 2 4 REOM GP 2 6 F LL Pra cr 2 4 REGM GP 2 7 Ameza LJ RO GP 2 4 LJ 15 GF 2 4 HGP 2 10 GP 2 4 AB 3 Assign Responsibility H y Assign responsibility and authority tor performing the gt process developing the work products and providing the services of the requirements management requirements management pr
71. n are based on appraisal settings established 2 Field 2 is the record status The values available for selection are based on appraisal settings established 3 Field 3 is the record verification value The values available for selection are based on appraisal settings established 4 The Include in Summary Rpts is a flag used to indicate that the appraisal record is to be included into the Record Summary Report Copyright 2007 Integrated System Diagnostics Inc 40 Appraisal Wizard Lite V7 1 User Guide 10 11 12 13 14 15 Description The Global checkbox may be checked to indicate that the appraisal record applies to all model elements The Non Model checkbox may be checked to indicate that the appraisal record does not apply to the appraisal models This is the record text Every appraisal record may be used against multiple model elements This control shows all elements the current record is mapped against This control has a list of data sources as defined in the appraisal settings window Marking a box indicates that the record originated from that data source This control shows a list of all team members Marking a box beside the team member initials indicates the team member authored the record The available team members are based on those defined within the Team Member definition function This control is a list of all projects You may indicate that the appraisal record pertains to a project by check
72. nes Name Parent Totals Direct Indirect Ee E PREM SP 1 1 ESU a e E 14 17 REM SP 12 31 REGM SP 1 3 19 REGM SP 1 4 11 5 REGM SF 1 5 24 1r REM GP 2 1 20 G REGM GP 2 2 Ze g RE GP 2 5 23 10 REGM GP 2 4 2 o REGM CP 2 5 15 3 35 10 125 2828 1520 1308 LD d m cal J 5F 1 1 Obtain an Understanding of Requirements Develop an understanding with the requirements providers on the meaning of the requirements As the project matures and requirements are derived all activities or disciplines will receive requirements To avoid requirements creep criteria are established to designate appropriate channels or official sources from which to receive requirements The recerirng activities conduct analyses of the requirements with the requirements provider to ensure that 4 compatible shared understanding is Pm mlm m L kL Pm m mi F kl P Pm Pr m Lr k T L Pm ml ilk f Flare sian se Hi l m sare k k F Pee ee This window provides a fast and easy way to browse in order to view coverage that exists or is missing By sorting the column headers in the statistics band it is easy to determine where evidence is missing As with nearly all grids in Appraisal Wizard positioning in the grid and pressing F4 triggers a data export window The Access Element Records bution if clicked will open the Element Review window and focus the practice that was selected at the time the button was clicked 4 7
73. nformation collected within Appraisal Wizard Lite Filtering provides a way to restrict the visible appraisal records to only those containing values or relationships specified in the filter If enabled filtering remains in effect until disabled or cleared or Appraisal Wizard Lite is closed In some formal appraisals data sources represent formal interview sessions or meetings where information may be collected through verbal or written communications When working with appraisal records the source of the information being recorded can be documented by choosing one or more data sources that the appraisal record evolved from A document is representative of an electronic or paper artifact that may be used as evidence of model compliance Documents are attached to appraisal records to supply evidence connection Appraisal Wizard Lite does not physically store documents into its database however a physical file name or URL may be supplied allowing the document to be opened and reviewed from within Appraisal Wizard Lite Document filtering provides a way to restrict the visible document to only those containing values specified in the filter Document filtering is only available within the Document List window Documents that are recorded or imported into Appraisal Wizard Lite may be categorized by the type of document it is Examples of document types might be Standard Process Plan Policy and Meeting Minutes When recording ap
74. nto this field B Identify Model Element Using Element Name a v Element Name Column B in 2 Enter the full path to the spreadsheet file Box 1 or use the ellipsis button to locate the file Click the Open button to open the file unnecessary if the ellipsis button was used Copyright 2007 Integrated System Diagnostics Inc 27 Appraisal Wizard Lite V7 1 User Guide 10 11 If the workbook contains more than 1 sheet choose which worksheet contains the data Box 2 Note after opening the workbook or changing sheets Appraisal Wizard Lite will examine the column headings and populate many field values if it locates the expected column headings The expected column headings are shown in the grid identified by Box 5 under the column Column Headings The data start and end rows will be computed Box 3 and 4 Adjust these if necessary If the expected column headings were found the column mappings Box 5 will be populated with cell letters If any of these are blank due to a missing or erroneous column title you may manually enter the letter of the column that maps to the data As documents are loaded a check is performed to see if the document already exists Adjust the uniqueness check option Box 6 based on the data being imported Document uniqueness may be determined using following fields and combinations shown below Document Title Document ID Document Title and ID t
75. o user defined Sample values might be Yes No Verified etc Global Flag The global flag is a true false indicator contained within an appraisal record that may be used to indicate that an appraisal record applies globally to all model elements Non Model Flag The non model flag is a true false indicator contained within an appraisal record that may be used to indicate that an appraisal record does not relate to any model elements Summary Flag The summary flag is a true false indicator contained within an appraisal record that may be used to designate that the appraisal record should be included into the Record Summary Report The content of the Record Summary Report is usually the significant results or findings that are to be presented Appraisal Wizard Lite record filtering functions also operate against this data attribute This table below contains a list of other appraisal operating values which may also be related to appraisal records and the purpose for these relationships Record Related to Appraisal Purpose or Usage Record Team Member In a formal appraisal or audit the team member table can contain the members of the assessment team In other usages of Appraisal Wizard Lite the team member table could contain any person who may be the creator of an appraisal record Team member records show which individual s authored the appraisal record Establishing the list of team members is an appraisal setup activity
76. ocess procesa 0 O To use this window Description 1 When the appraisal contains multiple models this control is used to change the Copyright 2007 Integrated System Diagnostics Inc 45 Appraisal Wizard Lite V7 1 User Guide Description model being viewed 2 This series of buttons represent process areas These only appear when a standard model is chosen in Box 1 Buttons that are grayed out represent process areas that are not in the scope of the current appraisal When one of the enabled buttons is clicked the subordinate practices for the process area appear in the element list Box 3 These buttons are not visible when user defined models are displayed User defined models are displayed in the outline structure visible in Box 12 3 This field contains the list of elements owned by the process area represented by the selected button in Box 2 This control is replaced by the outline control in Box 9 if a user defined model is selected in Box 1 4 This control displays the model text recorded for the element current selected in Box 3 or for a user defined model the element currently selected in the outline control Box 9 5 This control shows a complete list of all model elements the appraisal record is currently connected to By un checking a checkbox the appraisal record is detached from that model element 6 This control displays model text for any model element clicked within the Record Attachments Element M
77. ocuments and rating values residing in Wizard Lite may be exported back into Appraisal Wizard Appraisal Wizard Lite must be used in conjunction with Appraisal Wizard Appraisal Wizard Lite may contain data from only one appraisal 1 2 Hardware amp Software Requirements To use Appraisal Wizard Lite you need Windows 98 NT ME XP or Windows 2000 Minimum 486 33 processor higher speed processor is highly desirable 32 MB or more RAM 25 MB or more free disk space Printer capability for reports Microsoft Excel for some data export and import functions 1 3 Obtaining Product Support If you need assistance please contact Integrated System Diagnostics at 813 902 0402 or by facsimile at 813 902 0258 from 8 30 a m to 5 00 p m Eastern Time or via e mail to Support isd inc com 1 4 Commonly Used Terms and Definitions The Glossary in the back of this user guide contains a list of terms and definitions used within this guide A review of these terms prior to reading this manual will aid in the comprehension of the material 1 5 Classes of User Data Collected There are three major classes of user data recorded 1 Documents Information about organizational or project documents and artifacts may be entered or imported These are used to document or provide evidence of compliance to the model s or standard s focused on in the appraisal Documents are not physically stored in Wizard Lite But various Copyright 2007 In
78. ogether Document Tithe and Project together Document UAL If an existing document or existing document record or document element connection values are found you may choose to take no action or to update all values based on the spreadsheet row being processed Set the Update Existing Documents checkbox accordingly Box 7 If you wish to connect the documents to model elements mark the Connect docs to Model checkbox Box 8 and choose the model to connect documents to if there is more than 1 model in the appraisal scope Box 9 Using the connect radio buttons Box 10 to indicate whether documents are to be attached directly to the model element or to a model element via an appraisal record If connecting via an appraisal record a Choose the Record Type of the appraisal record to be attached to Box 11 and b Enter any text that should be placed into new appraisal records that are created Box 13 When connecting documents to model elements either the element name or internal element ID must be used to uniquely identify the model element the document is to be connected to Choose the applicable value Box14 After making the choice the appropriate column value should be auto filled into the field below Box 15 If not the column headings may be incorrect and it will be necessary to manually enter the column letter Click the mport button Copyright 2007 Integrated System Diagnostics Inc 28 Appraisal Wizard Lite V7 1 U
79. parky007 System F i f np y Establish and maintain a M44 gt EET E go emanis aanaciad to configuration management and ected document Ez Projects cr with current document to connection edited element v Element Type Practice v Drag a column header here to group by chat column Elements connected t docyafent Project A CM Plan 2 Element Met i Ev Type v DocStatus v Projects Using v Comments EF CM SF 1 2 Project amp M Proiect A F O RobotMan O Sparky WHA hRS ARGH O TuxonT urbo 2 Click the document list navigator L to insert a new Document In the document list columns key document title owner link file or URL document ID document type and comments Note that when positioned in the File or URL field various buttons are displayed as documented in this image Title amp File or URL Doc ID Doc Type Technical Review Document CAICVMALAOT OVE Architechture_ Rodney Armour PlanD etine Appro 1356 Title of new document Alsdtampas Spraduction_d INS TALLAW6400 LOG 0005 Tollgate Review Report Cone CNSEDMLAG SED Construct Tollgate RevwiewReport 1 0 ppt 1329 i gate Review Report Plan m D_ PlanDefine Tollgate ReviewReport v1 0 ppt fa 2 Copyright 2007 Integrated System Diagnostics Inc 29 Appraisal Wizard Lite V7 1 User Guide 3 Click the navigator post button in the document list to save the new document in
80. pproval CAICVMALAOT ICV PO Approval doc Direct ICM Evidence of agreement to Sov E Business Requirement Document CMICVMAL407 IE Indirect ICM Statement of Work CAGAYL352 GA SOW 1 2 doc Indirect GA new Section 11 a Business Requirements Document CANGASLSS2 GA BusinessRequirementsD ocument 1 0 doc Indirect GA new ial SOW Approval Meeting Minutes CAGASLS52 GA SOW Approval Minutes 20040806 doc Direct GA new BRD Discussion MoM C AGASL352 GA BAD Approval Minutes 20040922 doo Indirect GA news fa Clarification of Requirements CAGA Requirement Clarification Email Communications doc Indirect GA ren a Business Requirement Document Approval C GASL352 G4 Email BAD Approval doc Direct GA rev ia Purchase Order CAGASLI52 GA Purchase Order Approval as Hardcopy doc Indirect GA nem Med eR HT 4 iii Copyright 2007 Integrated System Diagnostics Inc 33 Appraisal Wizard Lite V7 1 User Guide Element Records Element Documents Document List Record Connect Show ONLY documents identified in search Drag a column header here to group by that column Doc ID Title Document File Name URL Document Type Data Source TIRE Project Progress Meeting Minutes SKD CASKDAL492 SKO Project Progress meeting MOM D Ph Interview 1307 EmalonPO PD CAVPD KS15 VPD_PO Email Comm te 1207 Process Analysis Sheet GA new CAGANL352GA PID Project GA MaturtyLevel2V20 Process 1307 Status Report 1 Report 1308 Change Request Do
81. praisal records it is a common practice to attach documents to the appraisal record as evidence backing up the appraisal record In some appraisal methodologies SCAMPI in particular it is important to classify the type of evidence that a document represents in 81 Appraisal Wizard Lite V7 1 User Guide Firebird Global Model Model Element Model Element Groupings Model Element Text Model Element Type Model Wizard Non Model Copyright 2007 Integrated System Diagnostics Inc its relationship to the appraisal record Once a document has been attached to an appraisal record its evidence type property may be selected Firebird is the database server used by Appraisal Wizard Lite Lite This is a true false data attribute within each appraisal record It is generally used to indicate that an appraisal record applies to the model being examined overall rather than being related to specific model elements One dictionary definition of model is A tentative description of a system or theory that accounts for all of its Known properties Examples of models included within Appraisal Wizard Lite are CMMI SW CMM EIA 731 and SA CMM In Appraisal Wizard Lite the term model is extended to include any reference document standard model process guide checklist etc that has been recorded into the Model Wizard database Each model in the Model Wizard database is represented in a tree or out
82. pro ducts and plans VETSLIS i requirements other The requirement ID i iri the BRD and Sow do not match for some projects Some project documents refer to specific versions of other project documents creating a problem in lf there is more than 1 model in the appraisal scope choose the model to be worked with Box 1 Choose the process area to be worked with Box 2 This will initiate calculations for the process area and the window controls will be populated with results Note that is some cases judgment may be required for a rating If so this will be shown in the Judgment Needed column The Inconsistency column checkbox will be checked for every grid row where the Assigned organizational practice characterization on the left does not agree with the Computed characterization shown beside it a Use the Move All Ratings button to move the computed rating to the assigned rating value for all practices in the process area b Use the to synchronize the assigned rating with the computed value but only for the current selected grid row c You may click the Assigned rating cell and select a value from the drop down list of values which appear d You can leave the data unmodified as shown Copyright 2007 Integrated System Diagnostics Inc 77 Appraisal Wizard Lite V7 1 User Guide Computed Characterization and Statistics This grid in the upper right shows statistics assigned and computed characterization rating for every project p
83. projects or groups will be applicable to CMMI process areas For SCAMPI A computes Practice Characterization for practices at the project level For SCAMPI A computes organizational practice characterization ratings based on project level characterization Description Reports detailed information for all appraisal records or only records visible using the current record filter Produces a report showing records related to each model element in a chosen model If a record filter is in effect only filtered records appear in the report Provides a report of all documents in the appraisal It may also be used to show all documents that are not attached to any appraisal records Provides a report showing documents that are related to each model element in a selected model Generate a report showing appraisal document links which cannot be found or accessed Description Regulates various user preferences Provides the settings necessary to auto number documents recorded into Wizard Lite Allows definition and selection of global appraisal 12 Appraisal Wizard Lite V7 1 User Guide record filters 1 6 6 Help Menu Pad Selections Contents Search About Wizard Like Wizard Lite User Guide Utility Submenu Option Description Contents Search Brings up the Wizard Lite Online help and allows searching of the content About Appraisal Wizard Lite Provides various information about Wizard Lite including version Wizard Lite
84. ractice Characterization Project from the main menu The window below appears cee i Business Requirement Document Approval i Business Requirements Document Ic GAL352 GA Busine GA Business eguiremen Clarification of Requirements C AGA Requirement Clarification Email GA Flequirement Clar equirement Clarification Email Purchase Order CAGANL352 GA Purchase Order Appr vGANL352 GA Purchase Order Appr Sow Approval Meeting Minutes CAGAL GA SOW Appr SOM Approval Minu statement of York C GASL352 GA SOW 1 2 doc AH HT ej m 1 If there is more than 1 model in the appraisal scope choose the model to be worked with Box 1 2 Choose the project or group to work with Box 2 3 Choose the process area to be worked with Box 3 This will initiate calculations for the process area and the window controls will be populated with results Note that only process areas included into the scope of the selected project or group appear in the PA drop down list 4 The nconsistency column checkbox will be checked for every grid row where the Assigned characterization on the left does not agree with the Computed characterization shown beside it 5 Use the Move All Ratings button to move the computed rating to the assigned rating value for all practices in the process area 6 Use the Move Rating button to synchronize the assigned rating with the computed value but only for the current selected grid row 7 You may cl
85. ractice instance These are 1 Assigned Assigned characterization value This value is used when aggregating ratings to an organizational rating 2 Computed The computed practice characterization value for the project instance Shown here for reference but does not impact calculations Direct Count of the number of Direct Evidence artifacts found tied to the practice Indirect Count of the number of Indirect Evidence artifacts found tied to the practice Written Aff Count of the number of written affirmations found tied to the practice F2F Aff Count of the number of Face to Face affirmations found tied to the practice Weakness Count of the number of weaknesses found tied to the practice F2F Neg Aff Count of the number of Negative Face to Face affirmations found tied to the practice These count against Goal F2F coverage but really do not impact Practice Characterization calculations at all STEPE REA Supporting Evidence The lower portion of the window contains a notebook control having two pages This control contains all appraisals records and documents that were found to have value to the SCAMPI calculations for the project practice instance currently selected in the upper right grid The Affirmations Weaknesses page will show all Face To Face affirmations Weaknesses and Negative Face To Face affirmations The states of the checkboxes below the SCAMPI Value columns show what the appraisal record counted towar
86. raisal Aw 3 Example Appraisal App raiszal Record Count 415 Initially contains information about the file being imported May contain other messages generated during the import Enter the path and name of the import file name or click the ellipsis button to browse and locate the file The import file field will contain the name and path of the last file imported Click the Open Import File button This will open the file and perform an analysis of the file The two checkboxes on the window are disabled if no appraisal exists in the Wizard Lite database If enabled they may be checked so that all changed appraisal records and documents are automatically overwritten with changes from Appraisal Wizard otherwise all records and document being imported will be presented for acceptance if differences are detected Note It is generally the best procedure to purge the database of appraisal data prior to performing an import from Appraisal Wizard The import operates faster and only the freshest database data is loaded into the Wizard Lite database Do not purge the data unless all data has been exported to Appraisal Wizard Next click the mport Selected File button Once the import completes you will be notified of the information loaded see below x i Import of Appraisal Setup Files Completed 1 Records Added Modified 206 0 Documents 4dded Modified 13710 Copyright 2007 Integrated System Diagnostics Inc 19 Appraisa
87. rder Click the header cell to toggle between ascending and descending All fields in each row may be modified with the exception of 1 Record 2 Record Date Time stamp if shown To have access to all details for the appraisal record connected documents data sources related projects etc position to the appraisal record in the grid then click the Record petas Record Details button This will open the Record Detail window AM002 The Record Detail window will also be opened in the navigator insert button is clicked Menu Options The menu options are described in the window image above but there are a few options Copyright 2007 Integrated System Diagnostics Inc 47 Appraisal Wizard Lite V7 1 User Guide that will be described in more detail The Duplicate option below the Record menu pad will create a complete duplicate of the appraisal record currently selected in the grid then position the user to that new record If multiple records are selected all selected records will be duplicated Selecting the Change Multiple option below the Record menu pad opens the window below This function allows you to change any of the six fields shown below and apply the changes to all appraisal records currently selected in the Appraisal Record List window If any checkbox to the left circled in the image below is checked the appropriate data field is set to the value in the control to the right of it Change Multiple R
88. reate a new record 3 5 Multiple Appraisal Record Connections One of the more important features of Appraisal Wizard Lite is its capability to reuse appraisal records by allowing them to be connected to as many model elements as the record content applies to Instead of recording the same appraisal record content again for another model element the existing appraisal record is simply connected to other model elements it pertains to The capability to connect a record to multiple model elements is made available in two windows e Record Detail Window e Element Review Window In each of these windows there is a grid labeled Elements Attached see below When the insert navigator button is clicked in this control the Element Connections Window is presented Copyright 2007 Integrated System Diagnostics Inc 43 Appraisal Wizard Lite V7 1 User Guide Element Connections Record 24 AM001 i S z Ay Back To Record Ix Close Element Owner REQ Ml j REOM SP 1 1 REGM SP 1 2 REGM SF 1 3 REQM SP 1 4 FREQM GP 21 Cl REGMGP22 Tl REOM GP 23 GP21 CO 1 Establish 3 Organizational Policy s Establish and maintain an organizational policy for H planning and performing the project planning process Establish and maintain an
89. records satisfying the filter Copyright 2007 Integrated System Diagnostics Inc 60 Appraisal Wizard Lite V7 1 User Guide 3 You may work with the record list in this window or use the Record Detail window to scroll through all records selected a Position to any record in the list b Click the Open button This will open the Record Detail Window AM002 showing all details for the record opened c Use the ld lt j gt DI buttons to scroll through the records Only those records presented in the Record List window will be available for scrolling 4 5 Element Review Window The Element Review window described in the last chapter can be very useful in reviewing data by e Providing the basic method of reviewing data collected against any model element including a summary of all documents attached to any element via appraisal records Using a record filter to exclude all records but the desired records e Providing project level filtering of appraisal records while reviewing model elements 4 5 1 Filtering in the Element Review Window Filtering is established by selecting Filtering and then Set from the window menu Note that the record filtering options that exist to restrict the records shown by their attachment to model elements are ignored in this window This is because the primary purpose of this window is to present appraisal records related to the element currently displayed so any other filtering based on record relations
90. rt process and reverse all changes made since the import began Box 6 aed oa If the option to automatically overwrite documents was selected this window does not appear and the action taken is always to overwrite the existing document with incoming values Copyright 2007 Integrated System Diagnostics Inc 20 Appraisal Wizard Lite V7 1 User Guide Document Compare AM11 7 Owner Organization Doc Type E File URL Description i Comments Element Connections A document being re imported ieee saa cal t has been modified Please Aa Dogman choose the action to take for this document by clicking the 4 Replace with Import Document T Load as New Document appropriate button M Cancel Import Tile Estimate se O OOOO ao File URL DataS id Req Date 10 17 2004 Ya Description Comments Element Connections 2 3 Record Comparison Window The record comparison window below appears during the import process when a record is being imported and has been changed The upper area of the window Box 1 shows the current values in the Appraisal Wizard Lite Database The lower portion of the window Box 2 shows the values being imported Fields with differences are shown with a red background When this window appears you must specify how to handle the change Keep the existing record and ignore the incoming change Box 3 Replace the existing record with the imported values Box 4 Load
91. ry information to make a decision Copyright 2007 Integrated System Diagnostics Inc 3 Appraisal Wizard Lite V7 1 User Guide Po Eon model element compliance or satisfaction 3 Ratings Ratings are grades applied to the individual portions of a model These generally indicate the level of satisfaction or compliance to model requirements Ratings may be performed at the project level or overall Appraisal level organizational If appraisal settings are correctly established for the appraisal within Appraisal Wizard both Appraisal Wizard and Wizard Lite have the capability to perform calculations documented for SCAMPI A and B appraisal methods Beyond these specific cases all ratings performed in Appraisal Wizard and Wizard Lite are strictly manual based upon review of evidence collected 1 6 Appraisal Wizard Lite Menu Options Overview This section will provide a high level description for all Appraisal Wizard Lite menu options The Main Menu is shown below In general the menu pads are arranged left to right in the order that functions would be used during an appraisal Appraisal Wizard Lite AW 3 Example Appraisal Sele Eile Record Data Ratings Reports Setup Window Help RA Bt ae ek i Element Review Connect Docs RecordLlist AddRecord Search Coverage Mew Document Documents Nowe te en Main Menu Speed Buttons X Opens the Element Review window m c H Opens the Document Model Atta
92. sal record properties If the Unfiltered button is selected for a property the value of the property will not even be taken into consideration during record filtering operations Record Filter Selection AM0O63 ail aver Exie iS Cancel zw Filter Mame Action Items Only Description Shows action items only Anyone may Use Include in Summary Rpt O Anyone may Update Unfiltered 1 Yes r ig Updated 8 3 2007 p SYSADMIN The second page of filtering options dealing with Record Types and Record Status is shown below Copyright 2007 Integrated System Diagnostics Inc 53 Appraisal Wizard Lite V7 1 User Guide Record Filter Selection AMO63 fol UIDs PESTS Pf EG C Filter Record Status M Inelude MULL values Check ALL LJ Alternative Practice Check NONE LO written Affirmation CI Improvement Activity CI GA Project PIC C ICYM Project PIID IL SKO Project PIID LJ VPD Project PIID IL Information Needed LJ Lessons Learned The third page provides filtering options for record verification values and provides the means to filter records based on the projects that have been related to the record In the example shown below if any of the four checked projects are connected to an appraisal record that portion of the filter is considered satisfied Record Filter Selection AMO63 alf Py Save Exit ib Can
93. ser Guide 3 3 Using the Document Model Attachments window The Document Model Attachments windows can be used for several purposes 1 New documents may be added 2 Direct connections between documents and model elements may be established 3 View all direct evidence connections between model elements and documentation 3 3 1 Creating New Documents e c 1 Click on the main menu or select Record Data then Connect Documents from the main menu The Document Model Attachment window AM251 appears Document Model Attachments AM251 mE 3 i Elements Connected to D t t Filtering Close Options Display Elements Connecte i ocumen ano Document to Element Document Filtering ose Model Elements Project Filter All Projects H miei Mod cst q Regulates WET EST TIS 6 operatingmode EH Selected Model Tile Owner 7 File or URL 7 Doc 1D sakadi Seek a Tuxton Turbo Project Plan TuxonTurbe z Tuxton007 fal Tuxton Turbo Project Plan vendor mar Tuxton008 i Tuxton Turbo Quarterly Quality Plan jt Document List TuxtonO 0 E Tuxton Turbo CM Plan nn Tuxton018 E Tuxton CMMI Instrument TufonTurbe C Documents and Settings Remm 004 Tuxton Connectelementto DO OSsIB Test Dog Insert Document F document D0I 39012 i Discectlt Project Plan s Project 4 Discect001 gt Project 4 CM Plan Project 4 isdtampas1 K Volume CMMI12 f SP 1 2 Establish a Configuration Management Sparky Project Statug Report e Sparky S
94. t Select Al Pctra notebook page is visible Provides functions to Change Multiple allows multiple selected filter the list of documents to be assigned the same attributes appraisal Select All provides a fast way to select all documents documents shown in the list Copyright 2007 Integrated System Diagnostics Inc aiaee SEEAUEN aie Document menu bar is enabled 36 Appraisal Wizard Lite V7 1 User Guide Options Tree View Record View Fully Expands Fully Collapse Mode Expand These options expand and collapse the tree structure presented when a user model is displayed Duplicate Node Collapse Marked as Modified Spell Check Disable Element Multi 5elect Disable Auto Project Filter Auto size rating control height The Disable Element Multi elect option if checked will prevent selecting more than one element at a time The Disable Auto Project Filter option if checked will force the display of all appraisal records recorded for the model element even if a project is selected in the Rating Level control normally only records for the selected project are shown The Auto size rating control height option will vertically size the rating area so that all ratings can be seen 3 4 1 Creating a New Appraisal Record 60 to Selected Dgcument The Duplicate option is used to make a copy of the focused appraisal record The Mark as Modified option flags the focused appraisal record as mo
95. t ona diskette or removable USB drive The Wizard Lite database may also contain documents or recirds exported from Appraisal Wizard 14 Appraisal Wizard Lite V7 1 User Guide Action Appraisal Wizard Wizard Lite State Performed State Both Appraisal Appraisal defined The Wizard and and data being Appraisal is Wizard Lite users collected defined in may record Appraisal information Wizard and data may continue to be collected in parallel Table 1 2 Steps to Consolidate All Data into Appraisal Wizard Action Appraisal Wizard Wizard Lite State Performed State Appraisal defined and Appraisal defined This series populated with data but and has been of steps is is missing data populated with performed to recorded independently records and or consolidate by Wizard Lite users documents that all data into have not been Appraisal transferred to Wizard Appraisal Wizard Each Wizard Lite Unchanged Unchanged Export file is user creates an small and export file and typically put provides to the on diskette Appraisal Wizard user Copyright 2007 Integrated System Diagnostics Inc 15 Appraisal Wizard Lite V7 1 User Guide Action Appraisal Wizard Wizard Lite State Performed State Using Appraisal Appraisal is updated Unchanged Records or Wizard the export with satellite data from documents files created by all Wizard Lite users that were each Wizard Lite modified by user are imported
96. t Data Sources Team Members Model Areas Filter Records by connection to model elements C Show ONLY records not attached to any model element Filter records based on Model C511 CMMI V1 1 STAGED 5E 5W IPPD 55 J LEVEL 2 MANAGED a Requirements Management a E Project Planning J E Project Monitoring and Control a E Supplier Agreement Management I AA Measurement and Analysis Copyright 2007 Integrated System Diagnostics Inc 55 Appraisal Wizard Lite V7 1 User Guide 4 2 Common Data Review Scenarios This section will list various data review operations by the type of data needed and is based on common usage scenarios of Appraisal Wizard Lite users The review operations listed here concern appraisal records and documents Information required Viewing all appraisal records optionally filtering the records to be shown Viewing the appraisal records connected to each element of a model optionally filtering the records to be shown Viewing all documents collected for the appraisal Searching document information for a word or phrase Viewing documents related to each model element Viewing all documents owned by a particular project Copyright 2007 Integrated System Diagnostics Inc Functions Record List Record Detail Report Export Records to Excel Element Review Record Detail Report by Element Export Records to Excel Document List Document List Report
97. t for document import only 3 You may also mark the 2 checkbox to automatically open the workbook after generation 4 Choose the model that you wish to connect documents to during the import processing This control is disabled unless the appraisal scope has more than 1 model 5 Click Export 6 You will be prompted to supply a file name for the new workbook then the new workbook is generated A sample of the output is shown below split into two sections Model ID 7F241CBC FABS 413F A32E D3997 E54E7B9 7 F241 CBC FABS 413F A352E D3997 E54E7 B9 B Element Name Element Internal IDDocID REQM SP 1 1 305703 REQM SP 1 2 305706 REQM SP 1 4 305712 I I F241 CBC FAB9 413F A32E D3997E54E7B9 REQM SP 1 3 305709 7F241 CBC FAB9 413F A32E D3997E54E7 B9 7 F241 CBC FABS 413F A32E D3997 E54E7 B9 REQM SP 1 5 305715 7 The exported columns are a Model ID This is a fixed internal identifier that uniquely identifies the model within Appraisal Wizard It may be omitted when importing Element Name and Element Internal ID When importing documents and connecting these to model elements one of these fields must be present to identify the model element that the document appearing in that spreadsheet row is to be attached to The generated spreadsheet shows the expected model element names or internal identifiers that must appear on any row DocID This is the document ID field optional Titl
98. t print relat Using the Filtering menu bar options Box 10 you may limit the records available to the Copyright 2007 Integrated System Diagnostics Inc 65 Appraisal Wizard Lite V7 1 User Guide report 1 Choose the model that is to be reported on Box 1 2 Next choose how to group information by choosing an element type from the Report Group on control Box 2 The selection made in this control regulates two things a Every time a new element of this type is encountered in the report a page break occurs b The choice here will regulate which model element types appear in the Report Detail on control Box 3 Only model element types that have a child relationship to the parent element type Box 2 will appear in this control 3 Control the inclusion of model element text by selecting a radio button Box 4 option 4 In the checkboxes shown Boxes 5 through 8 check any box that represents data to be suppressed in the report 5 Provide a customized title if desired Box 9 6 Click OK A sample of this report is shown below D x 4 Boe fm waft gt I Close 9 25 2003 4 24 09 PM Appraisal Records by Model Element Demo Company Appraisal Model CMM FOR SOFTWARE Process Area Requirements Management Component Rec ID Record Text Record Type Status Ver RM CoO gd 192 Measurements to determine the status of software Strength Accepted Wes process activities are defined and collected for each key process dr
99. te that an appraisal 82 Appraisal Wizard Lite V7 1 User Guide Project or Group Record Status Record Types Record Verification Standard Model Team Member Team Role User Defined Model Copyright 2007 Integrated System Diagnostics Inc record does not apply to any model elements The scope of an appraisal might include examination of multiple projects or groups in an organization In Appraisal Wizard specific projects and groups within the organization may be defined so that appraisal records may be recorded for each and each may be rated separately Each appraisal record contains a record status data attribute The record status values can be any set of values that are meaningful for the model and appraisal methodology in use Examples of status are Accepted Candidate Rejected Superceded and Needs Review Record types are the primary way of classifying records collected during an appraisal You may create as many record types as needed for the types of information to be collected during the appraisal Some sample record types might be Strength Weakness Information Needed Evidence Compliance Deviation Interview Questions etc Each appraisal record contains a record verification data attribute If your appraisal methodology includes a procedure that requires verification of appraisal records this set of values may be populated and used A Standard Model is a pre loaded model within the Model Wizard
100. tegrated System Diagnostics Inc 5 Appraisal Wizard Lite V7 1 User Guide attributes including document title and file link may be stored Document information that is recorded may be directly related to portions of the model s in use to document compliance Document information may also be attached to appraisal records see below as supporting evidence 2 Appraisal Records An appraisal record consists of a set of data attributes which typically document information collected about a model element or document information needed about the model element Some typical uses but certainly not all of appraisal records are e To document compliance adherence to or satisfaction of model element content e To document non compliance non adherence to or non satisfaction of model element content e To record information that must be obtained about the model element in order to make a decision about compliance e To record current activities undertaken in meeting the objectives or requirements of the model element e Torecord planned activities to be performed to meet compliance e To record questions that may be asked about compliance interview scripting or record common things to examined The diagram below shows all of the data attributes within an appraisal record The diagram also shows additional possible relationships between the appraisal record and other appraisal data content Copyright 2007 Integrated System Diagnostics Inc
101. the OK button When the Report Options window appears select the desired output destination and any needed parameters If the report is to be emailed or distributed to others the best approach is to print the report to a PDF file A portion of a Record Detail Report is shown below Copyright 2007 Integrated System Diagnostics Inc 64 Appraisal Wizard Lite V7 1 User Guide H Print Preview A22 2007 10 52 42 AM Record Detail Report AWT 3 Example Appraisal Sorted by Record Type ID Record Text Record Type Status 75 The BRO and SOW are reviewed and signed off by AYZ and the supplier Compliantormative Accepted Elements Data Sources Team Mbr Projects REGM SP 1 2 ful fut A ofa GA new Ph GA BA rm ov Pht oy Organization Fh SKO SED Phi YPO YPO PriDoc Imp 4 9 Reviewing data with the Record Detail Report by Element This report presents a model element based view of the appraisal records collected The report is presented in model element sequence showing all appraisal records collected for each element The report is accessed by selecting Reports and then Record detail Report by Element from the main menu The window below appears T a ose E Record Filter HOME Record Detail Report Setup AM064 Model C511 Report Group on Report Detail on Practice Model Text L i None O Abbrew 4 Full N O Co not print Data Sources and Team Mbrs b M Do not print attached documents Di I 2 Co no
102. ting the report content to a file Copyright 2007 Integrated System Diagnostics Inc 69 Appraisal Wizard Lite V7 1 User Guide Report Output Options AM061 Print Print Setup Close Oukput Options e Generate to Screen Previews C Print 3 Export to File Export Type e Clicking Print with the Generate to Screen option selected will open the report preview window e Clicking Print with the Print option selected will open the Print Setup dialog see below in preparation for sending the report output to a printer e Clicking Print with the Export to File option will use the values you have entered in the Export Type and File Name fields to format and output the report to a file When exporting to a file you must select an export file type and supply a file name Note When exporting to a report to a file you may select any of the export file options regardless of whether the selected application is installed on the computer used to generate the report Clicking on the ellipsis button in the File Name field activates the Save As window allowing you to select the target directory in which to save the file in the specified format Copyright 2007 Integrated System Diagnostics Inc 70 Appraisal Wizard Lite V7 1 User Guide 6 Rating 6 1 Using the Element Ratings Window The Element Ratings window shown below is opened by selecting Ratings and then Element Ratings trom the main menu Element Ratings AMO1
103. tiple documents may be connected to any appraisal record The existing relationships are documented in this sheet 6 Document Import Layout This sheet is called the Documents Import Layout because it s format is the layout expected when using the Import Documents function Each row represents a document that has been connected to a model element Each row contains the document attributes It also contains the additional data attributes that may be specified when evidence is attached to a model element such as evidence type document status and document record comments Records Records by Element Records By Project Documents Record Document Mappin Document Import Layout Copyright 2007 Integrated System Diagnostics Inc SO Appraisal Wizard Lite V7 1 User Guide Glossary Term Appraisal Appraisal Record Appraisal Record Filtering Data Source Document Document Filtering Document Type Evidence Type Copyright 2007 Integrated System Diagnostics Inc Definition As an activity this term could indicate a formal or informal evaluation of compliance against a model standard or process In Appraisal Wizard Lite an appraisal is the complete set of data collected for such an event An appraisal may also be the complete set of data collected by a project or organization in preparing for an appraisal or collected to continuously monitor compliance against a model or standard An appraisal record is the primary unit of i
104. u Record Data gt reference a particular document Document List then open the appropriate document 10 View all documents that are not Document List Report Main Menu Record Data gt connected to any appraisal records Document List 11 Document List Main Menu Record Data gt Document List 12 Generate a list of model elements Document List Report Main Menu Record Data gt that each document Is related to via Document List appraisal record connections The following sections in this chapter describe many of the functions listed in the table above 4 3 Document List Window Use of the Document List window as an entry point for recording new documents was described in Chapter 2 In terms of data review there are some additional features that will be described in this section 4 3 1 Searching Documents You may search various document fields for the occurrence of a word or phrase and restrict the list of documents shown based on the search results The searchable fields are Document Title File URL Name Document Description Document ID 1 Click the Search button to open the window shown below 2 Key the word or phrase to search for and choose which document fields are to be searched Click the Search button You will receive a message indicating how many documents were located The list of documents will be restricted to only those found by the search a a Copyright 2007 Integrated System Diagnostics Inc
105. urces where the content of the appraisal record was collected from Box 16 iii In the list of elements attached the current selected element in Box 2 will already be present If this appraisal record also pertains to other parts of the model use the Connections button to open a window that will allow attachment of this appraisal record to other model elements c Inthe Record Documents page i If there are documents that you wish to attach to this appraisal record as evidence use the Add Connect button to open the Document List window From this window you may select one or more documents to be attached to this record li After connecting a document 1 Choose the evidence type value if these are applicable 2 Record any necessary comments describing the relationship between the attached document and the appraisal record information 3 3 3 Special Operations and Functions The menu options in this window provide some special functions and features These are described below Record Element Filtering All model elements within the scope of the appraisal are displayed in Box 2 If you are focused on only a subset of these you may filter the model elements shown to create a shorter list This can make it easier to locate the elements you wish to work with by eliminating unnecessary scrolling through the list To establish element filtering select Element Filtering then Set Filtering from the menu When working with a standard mo
106. used unattached to records mark the second checkbox 4 Click the Generate Report button 4 11 Using Large Fonts for Team Review When using Appraisal Wizard Lite with an LCD projector to review information the default font may be too small for easy viewing By default Appraisal Wizard Lite uses a size 8 font You may increase this font up to size 12 or change the font in use to make viewing easier Since application window controls and spacing were designed for the size 8 font some overlap of controls is possible in some windows when a larger font is used To change the font or its size 1 Select Setup and then Preferences from the main menu 2 Click the Change Font button to select a new font or size or 3 Click the Set Default Font button to switch back to the default font and size Copyright 2007 Integrated System Diagnostics Inc 67 Appraisal Wizard Lite V7 1 User Guide Preferences AMO30 4opraisal Record Options O Always spell check modified or new records Document Options L Disable Convert to Folder Confirmation Message User Interface Options Office 11 l MS Sans Setif j Change Font Set Default Font Clear Window Settings _ a Mii Spell Check Setup User SYSADMIN Setup Substitute Documents Path Copyright 2007 Integrated System Diagnostics Inc 68 Appraisal Wizard Lite V7 1 User Guide 5 Standard Report Generation Functions All of the reporting options are produc
107. viewing and updating all information collected against model elements The Element Review window is accessed by clicking the 2 speed button in the main window using the CTRL R hotkey or by selecting Record Data then Element Review from the main menu The Element Review window may be used to 1 Access and update appraisal documents It has most functions that the Document List window provides window AM008 2 View all appraisal records collected for any model element update these or create new records 3 View and change model element ratings at the organizational or project level The Element Review Window controls are shown and defined in the series of windows below Copyright 2007 Integrated System Diagnostics Inc 31 Appraisal Wizard Lite V7 1 User Guide 3 4 1 Element Review Window Controls The series of images below provides a visual description of the various control sections and menu options of the Element Review Window Element Review AMOO9 Element REQM SP 1 1 MSR To ey ay mea A Element Records shows all records attached to ee ig Selected reference the focused element 4 model or standard Ratti 4 Element Documents shows all document tied to 5 F the focused element 2 Record Filter Siew o Document List shows all appraisal documents Hodel Coverag OU Coverage Practice Char Focused model element ratings assign th TEDES Anii 6 i is op ie BRD and oO IM if Full deta
108. wner v File or Uf v Doc ID v DocType gt Comme Discect Inconsistency Reports a fal Discectlt Audit Reports Discect009 d REQM SP 1 3 REGM SP 1 4 ha 7 Discectlt Monthly Project Metrics Repo Project a Discect010 Ri REOM SP 1 5 jm Mas E DiscectIT Status Reports Project A DiscectO11 oro TERTE g Discectlt Original Project Estimates Project Best SP 1 1 Obtain an Understanding A al Discectlt Revised Project Estimates Project a Selected Document drives of Requirements H Discectlt Stakeholder Deliverable Repe Project information shown in lower grid Al a practices documentis connected to Develop an understanding with the n _ requirements providers on the fi are shown meaning of the requirements kz Drag a column header here to group by that column Elements connected to document Discect RM traceability matirx 2 Element i v Doc Status v Projects Us Comments REQM SP 1 1 TuxonTurbo lm REQM GP 2 3 Project 4 Sparky When All Document Element Connections View Only is selected the lower portion of the window shows all element document connections which exist for the selected f Connect Document ko Element model in model element order In this mode the button will not operate 3 4 Use of the Element Review window By far the most popular window for data entry and review is the Element Review window This window is the workhorse for
109. xamined Record filtering is described in detail at the beginning of Chapter 4 To establish appraisal record filtering select Filtering then Set Filtering from the menu Use the Clear Filtering menu function to clear out all filtering settings and return the view to an unfiltered state Use the Disable Filtering to maintain the filtered settings but disable these so that all records are visible Use the Enable Filtering option to re enable a disabled filter Changing the Height of Grid Rows The grid controls containing appraisal records and documents Boxes 4 and 22 may be resized to a height up to 6 times their normal height In conjunction with column width resizing this can enable all record text and document comments to be visible in the grid To resize column heights select Options from the window menu the choose the appropriate sub option Appraisal Record Duplication Occasionally you may wish to create an appraisal record that is essentially a duplicate of an existing record and then adjust some of the settings This can be performed by selection Record then Duplicate from the menu Changing the Modified State of an Appraisal Record You may change the state of an appraisal record between modified and unmodified by selecting Record and then Marked as Modified 3 4 Use of the Record Detail Window Like the Element Review window the Record Detail window allows appraisal records to be created or modified A comparison of the

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