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Operational procedures and manual

By reurelle ·
I am in the process of creating an "Operations Manual" for a totally new
Internet banking operation. Can you help by providing me with templates or ideas to ensure I have not missed viatal areas which must be covered in such a manual. Alternatively can you point me to sites where one can obtain such info..

Thanks & Kind regards
Rob Eurelle
Snr. Project Manager
Old Mutual Bank
Tel: +27-21-503-4272
Cell: +27-83(083)-327-4389
eMail: REurelle@oldmutual.com

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Operational procedures and manual

by md_hashim In reply to Operational procedures an ...
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Operational procedures and manual

by reurelle In reply to Operational procedures an ...

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Operational procedures and manual

by dlw6 In reply to Operational procedures an ...

The manual should cover the entire spectrum of what the users will do. This includes normal operations, as well as error messages and what to do about them, troubleshooting, and so on.

A technique that works, if you have time, is to let someone play on the system, making notes as to what is easy to do, what isn't, what happened when they made a mistake, and so on. You can go into more depth in your manual with the "hard" parts of the product.

If your system is Windows-based, screen captures can make a manual much better. ALT-PRINTSCRN captures the current window, while CTRL-PRINTSCRN captures the entire screen. In either case, the capture becomes a bitmap on the clipboard. Note, however, that if you want an open menu, you'll haveto get the whole screen and crop it down. Neither capture gets the mouse pointer.

Good fortune,
Don

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Operational procedures and manual

by reurelle In reply to Operational procedures an ...

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Operational procedures and manual

by PENGUINSRULE In reply to Operational procedures an ...

Take good notes - log and document everything you are doing for a while - and then sit down and start compiling things together.

I wrote a manual this way. I kept notes for about 3 months, and then I had so much information - I put it into a book. It was easy to write the document once I had all the information gathered.

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Operational procedures and manual

by reurelle In reply to Operational procedures an ...

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