Training Descriptions
All training is divided into modules, with self assessments and answer keys to ensure that all content is fully understood.
Software is often appropriate in order to manage the different types of information, and for these types of information and documentation we will cover engineering documentation management software, enterprise documentation management software, asset information management, and project information management software..
Documentation and Project Information Software
SFT-C-1 Introduction to Documentation Management Software (DMS) and Project Information Management Software (PIMS) Requirements
Outline: This training discusses the overview of reviewing and selecting a DMS and PIMS, the functional requirements are for managing work in progress files and data, control of modifiable files, and relationships to other systems.
Objective: Evaluate the base functional requirements for documentation and project information management platforms and learn the beginnings of asset management and relationships to other systems.
SFT-C-2 Repository, Uploading, and Metadata Type Requirements
Outline: In this training, content repositories, uploading requirements, and basic metadata types are discussed along with data mining the modifiable files and the relationships to other objects within the software.
Objective: Consider the business process requirements for managing files and data in software, translate those requirements to functional requirements, understand which elements are required and which are preferred.
SFT-C-3 Numbering, Revisioning, and Versioning Requirements
Outline: In this training, how to apply the numbering of documentation into a software system is discussed as well as the standard methods for identifying revisions to files. Versions are shown as different to revisions as it is vital to understand how revisions and versions work within a software platform.
Objective: Understand and applying the procedural numbering and revisioning requirements to the software, and explain the workings of the versioning system.
SFT-C-4 Searchability, Metadata, Usability, and Workflow Requirements
Outline: The ability to search for all the files and data within a software platform relies heavily on the fields of metadata that are available and thereafter populated. This training will focus on those fields as well as the usability of the platform and dashboards, which greatly increases the overall use of the software. Lastly, this training will cover notification requirements and workflow capabilities of the software.
Objective: Describe the application of search mechanisms as it relates to metadata, utilize methods to improve usability, and apply the workflow requirements to the software.
SFT-C-5 Access, Modifiable File Management, and Security Requirements
Outline: This training covers access to the software for third parties, how the software can aid in concurrent modification of files, and how to manage complex modifiable files and modifiable file processes. Security, permissions, and access to the files and data is also discussed in this training.
Objective: Relay access and security requirements to the functional requirements, and understand the load of managing modifiable files within the system.
SFT-C-6 Reporting, Transmitting, Auditing, and Integration Requirements
Outline: In this training, individuals will learn how to integrate the reporting requirements into the software configuration as well as the rules and methods for transferring files within the network and to external parties. Auditing the system is vital and will be covered in this training as well as creating and managing transmittals, digital data, and asset management information.
Objective: Explain and analyze the reporting requirements, the transmitting rules and options, and how to integrate the documentation software into other systems and processes.