Planning for a Successful Set-Up
In order to take advantage of all the benefits that WebDocs can offer, your organization needs to involve your business users in planning and organizing the WebDocs implementation. Working through the decisions with business users will help you understand what they need and also help you understand WebDocs concepts.
To plan your implementation, use the WebDocs Workbook: A Planning Guide for Both WebDocs iSeries and WebDocs Windows. To get a copy, contact your RJS Software project team or technical support.
Go through these steps to plan your WebDocs implementation:
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Set your focus: what department to start with first.
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Put together a good implementation team.
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Collect and analyze documents.
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Determine how WebDocs will organize and find your documents.
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Determine how your functional areas and users will work with WebDocs.
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Plan how users and groups will access information.
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Describe routes: how documents will flow through your organization.
Once your implementation team has completed the WebDocs Workbook and the WebDocs Workbook spreadsheets, you will have all the information that you need to set up Document Types, search keys, users, groups, permissions, and routes.
If your organization decides not to use an implementation team, make sure you review the WebDocs Workbook so that you understand WebDocs concepts. You can use the spreadsheets in the WebDocs Workbook to guide your questions about Document Types, users, and so on.