Oracle Tutor: What Document Type Should You Use?

What type of business information do you want to capture in your document?

Tutor Author is used to write various document types. Author comes with a selection of 'skeletons' that you can use to create various business documents from scratch. Use the first column in the table below to decide the type of content you wish to document. When you create your new document using Tutor Author, you will know which skeleton to choose from the Author > Document Types menu.

References to document IDs such as BP.090 refer to AIM or ABF document types as defined by Oracle Method.

Process Documents Category

What do you want to document?

Tutor Skeleton

Tutor Filename

Description

Policies: Company, Global, entity, etc.

Reference

RExxxxxx

Stand alone company, global, entity, policies that do not require a formal procedure to ensure they are enforced

Standards

Specifications

Reference

RExxxxxx

System build standards, Router configuration standards, etc

Glossary

Reference

RExxxxxx

Definition of Terms

Business flow
OR
Process map

AIM BP.080

ABF BP.015

Process

Sub process

RExxxxxx

Procedure to Procedure: A “higher-level” document than a procedure. A business flow or process map shows how procedures interact--how an entire process from start-to-finish is completed.  Does not define WHO does what.

Procedure

SOP

BP.090

Procedure

PRxxxxxx

People to people: The steps various employees must complete in a logical and precise sequence to complete an activity from a clear starting point to a distinct ending point.  Like a relay team, where one employee does a few steps, then hands off the activity to the next employee, and so on, till the activity is complete

Work Instruction

Instruction

INxxxxxx

The steps an individual employee must complete in a logical and precise sequence to complete an activity from a clear starting point to a distinct ending point.

A formal business application is not used.

Paper or Non-system form

Form

FoxxxxxxM

Most business forms fall into one of three categories:

An approval form is used to document a specific request.

A control form is used to record, track, and distribute important information.

A log provides historical information of a specific nature.

NOTE: This is not really a Tutor document. If you are going to create a form abstract, for the form, use same file name as the abstract and add an M at the end of the actual form filename. M stands for Master.

Description of a form

Form

FOxxxxxx

A Form abstract includes all pertinent information regarding the use of the business form--in particular, information that cannot be included on the form itself (such as owner).

The abstract provides an audit trail so that a form’s use can be reviewed and verified.

Numbering schemes used by applications for Buyer, Vendor, part number, etc.

Coding Convention

COxxxxxx

Describe the rules governing how a specific code or numeric identifier is formatted, assigned, controlled, and used.

Tables, charts, graphics, checklists, lists.

Reference

RExxxxxx

Convey guidelines or parameters required to complete a task or activity; includes specifications, checklists, tables, charts, etc.

Job Descriptions

Reference

RExxxxxx

A brief summary of the job. Lists the specific responsibilities associated with this job title, employment standards, education/experience, performance criteria.

Use Publisher’s Job Title to Responsibility report as a source document

Once you start using Tutor to create the recommended document types, you will want to use it for capturing other information. And, we encourage you to use it for other documentation purposes. However, please keep in mind that the intent is to create tools and a body of model process documents that:

·           Will enhance the performance of the company employee

·           Are easy to find, follow, and understand

·           Are easy to maintain and keep up to date

There are many bells and whistles we could add, but in doing so, it makes it harder to accomplish our mission. Also, the Tutor documents must be ADA compliant, and therefore, the use of tables and graphics are kept to a minimum. Be aware that as you add complexity to your documents, they will become harder to follow, understand, and maintain.

Learn More

For more information about Tutor, visit Oracle.Com or the Tutor Blog.
Post your questions at the Tutor Forum.

Emily Chorba
Principle Product Manager Oracle Tutor & UPK

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