PRIDE ® -ISEM
Information Systems Engineering Methodology
PHASE 4-I - ADMINISTRATIVE PROCEDURE DESIGN

ACTIVITY A   ACTIVITY B   ACTIVITY C  
FUNCTIONAL MATRIX   CHECKLIST   SUPPORT   FORMS

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CONTENTS

"Information is for people, not for the computer."
- Bryce's Law

This section contains the following:


 
    BUSINESS PURPOSE

    The purpose of Phase 4-I is to prepare clearly written Administrative Procedures for the User in accordance with the specifications contained in the Phase 3, "Sub-System Design Manual." Several events occur during this phase:

    • The operational steps of each Administrative Procedure are defined.

    • If applicable, on-line "help" text is written.

    • A formal user manual is prepared, including procedures, and descriptions about inputs and outputs.

    • The documentation and procedures are reviewed with users.
     

    METHODOLOGY NAVIGATION

    A Phase 4-I may be initiated either by following a normal Phase 3 or, if a modification/improvement, following Phase 1, Activity A. There is not necessarily a one-to-one relationship between Phase 4-I and an administrative procedure. In most instances, all administrative procedures within a sub-system are written during a single Phase 4-I. In other words, a Phase 4-I will normally be executed for each sub-system, not for each procedure. As such, the Project Manager may bind the sub-system number to the project/phase key. For example:

    PD-00123 - Project TS-01 - Process Customer Orders 41 - Phase 4-I identifier

    If a large and complex procedure has been identified, then the Project Manager may elect to manage it separately in a different Phase 4-I. In this situation, the Procedure number can be put into the project/phase key instead of the sub-system identifier.

    The formal deliverable resulting from Phase 4-I is an "Administrative Procedure Manual" consisting of the procedures, along with input/output explanations. This is reviewed with User Management for clarity.

    Following Phase 4-I, this branch of the ISEM project will proceed to Phase 7 where it may rejoin the Computer Procedure in a parallel test. If there is no Computer Procedure in the sub-system, then Phase 7 is still performed in order to walk through and test all of the Administrative Procedures.  

    GENERAL DISCUSSION

    Clearly written Administrative Procedures immeasurably improve the processes of system implementation and operation. Often, preparation of these procedures has been eliminated in order to expedite system start-up. Experience has shown that this approach can cause considerable expense, frustration and problems. It also causes personnel inflexibility in both the system and user areas. For example, since Systems Engineering is the primary group that understands the operation of the entire system, without procedures they would be constantly involved with routine operations. At the same time, user personnel tend to become experts in certain aspects of system operation and without written procedures they cannot be reassigned to other duties since a means for transferring knowledge (the procedure) is not available.

    A new system, during start-up, can experience various problems due to lack of knowledge and experience. Written procedures provide an excellent basis for avoiding and correcting these problems. The error possibilities can be outlined in the procedures and serve as cautions for the employees executing the procedures. Procedural improvement or revisions can be incorporated by issuing a new procedure. The "debugging" of Administrative Procedures is just as essential as "debugging" computer programs. This is why ISEM specifies that all sub-system tests be accomplished with all procedures completed.

    All procedures should answer these questions for the User:

    • What is the purpose of the procedure?

    • Who should perform the procedure? When?

    • How should the procedure be accomplished?

    • What is needed to accomplish the procedure?

    • What are some examples?

    • What should be done after the processing is accomplished?
     

    PLAYSCRIPT TECHNIQUE

    Administrative procedures are written using a manual procedure language called "Playscript" as developed by Leslie H. Matthies. A playscript procedure includes sections describing its Purpose, Set-Up (the inputs, outputs and files required to perform the procedure), and action instructions consisting of verbs and nouns. The technique, therefore, is patterned after a script to a play. These procedures direct the user through the execution of the administrative procedure. As an aside, "Playscript" was the technique which procedural programming languages (such as COBOL) were patterned after.  

    "HELP" TEXT

    Help text is normally associated with interactive processing at the computer screen where the user requires instructions from the computer to guide them through processing. This is needed to answer both common and technical questions regarding processing. Development of help text is almost a prerequisite for all PC processing. It is in Phase 4-II that the help text is physically assembled for the sub-system, but it is written here in Phase 4-I.

    There is basically three areas requiring HELP text:

    1. For Window/Screen Processing - providing tutorial describing the purpose of the screen, who it serves, and the basic processing action of the screen. In the industry, this is often referred to as "general help" or "extended help." The narratives developed in Phases 2 and 3 regarding the overall sub-system and procedures are particularly useful for developing such text. Also, the narratives describing inputs (ID's), outputs (OD's), and screen panels (RD's), as well as the "Playscript" instructions, are excellent sources for assembling help text.

    2. The user will also require help in making field entries. This includes acceptable values, what the values mean, and the physical characteristics of the entries (e.g., length). The logical/physical characteristics of the field entries (DD's) on the input transactions are an excellent source for assembling this type of help text.

    3. Special function keys - like field entries, HELP text should be provided to explain special keys (function keys or combination keys (e.g., CTRL + C)).

    Help indices are also very useful for the reference purposes, such as by subject, by field entry, by keys, etc. Fortunately, standards are emerging in the industry for writing help text.

    Help text can take many physical forms e.g., MS Windows HLP files, OS/2 INF files, Web files (HTML), etc. Selection of the suitable implementation is based on the physical design decisions made in Phase 3.

    There is absolutely no incompatibility between "Help" text and "Playscript." In fact, "Help" text makes a convenient vehicle for accessing "Playscript" instructions.

    The final result of Phase 4-I is a completed Administrative Procedure Manual for the Sub-System. All procedures are checked by Quality Assurance to assure conformance with standards. The procedures are reviewed with the users as part of the last activity of Phase 4-I. When approved and accepted, the procedures are used to execute Phase 7, "Sub-System Test," and for the routine operation of the system.

    In summary, administrative procedures should receive the same attention as procedures written for computers. Without these procedures, which are the critical human interface to systems, a well designed and programmed system may be useless.  

    DESCRIPTION OF PHASE ACTIVITIES

    Activity A - Define Operational Steps

    The phase begins with Systems Engineering preparing a Detail estimate and schedule for the activities of Phase 4-I. This is followed by Systems Engineering defining the operational steps for each Administrative Procedure. The "Playscript" technique is normally used for this purpose.

    Activity B - Prepare Administrative Procedure Manual

    Systems Engineering prepares the Administrative Procedure Manual which is reviewed in detail with Quality Assurance for adherence to standards. Revisions are implemented as required.

    Where applicable, "Help" text is written.

    Activity C - Phase 4-I Review

    Systems Engineering conducts a review of the "Administrative Procedure Manual" with User Management. The manual consists of:

    • Phase Cover Page
    • Table of Contents
    • System Concept Diagram
    • System Logic Narrative
    • System Flowchart
    • Sub-System Concept Diagram
    • Sub-System Logic Narrative
    • Sub-System Flowchart
    • Procedure Logic Narrative
    • Playscript Instructions
    • Input Discussion & Examples
    • Output Discussion & Examples
    • Procedure Index by Function
    • Procedure Index by Input/Output
    • Phase Review Checklist

    Based on this report and subsequent review meeting, management may request revisions to the manual.

   


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