Axion Innovations - Fast forward your business processses with 4TQ Process Management software
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Axion Innovations - 4TQ Process Management Software

Office 2010 - Changing Document Advanced Properties such as Version or Setting Next Review Date

Document properties include details such as title, author name, subject, and keywords that identify the document's topic or contents.  Advanced Properties can be used to set items such as Version, Status and Next Review Date to be displayed in 4TQExplorer.

For applications including Word, Excel, and Powerpoint to view or change the Advanced Properties for the current file:

1.    Click the File tab.

2.    Click Info to view the properties.

3.    To view custom properties, click Properties and select Advanced Properties as shown below.





4.    Click the Custom tab.

5.    In the Name box, type a name for the custom property, or select a name from the list.

6.    In the Type list, select the data type for the property that you want to add.

7.    In the Value box, type a value for the property. The value that you type must match the selection in the Type list. For example, if you select Number in the Type list, you must type a number in the Value box. Values that don't match the property type are stored as text.

8.    Click the File tab again to return to your document.
Posted by Bob Digance at 28 Oct 2011, 10:50 AM | Add Comment

Microsoft Office 2010 - Generate Report Settings

To create the Process Report click on the File Generate button on the Menu Bar.

The Generate Report window will display the default File name and your default file format - Save as type:.  For Microsoft Word, always select the Word 2.0 (.DOC)  format.




The default setting for the File Block Settings in the Word Trust Centre is to block Word 2 documents. 

To change the setting:In the Word program, click the File tab. The Microsoft Office Backstage view appears. Under Help, click Options. The Options dialog appears.  Click Trust Center, and then click Trust Center Settings.

The following image is an example of the Trust Center and Trust Center Settings buttons.

From the list of options click on File Block Setings and the File Block Settings window will as shown below.



Untick the Word 2 Save box and click the OK button.  Process Reports can now be created using Word 2010.

Posted by Bob Digance at 26 Oct 2011, 5:38 PM | Add Comment

Installing the 4TQ Authoring Pack and 4TQWebGen

You must perform the installation with "Admin" or "Computer Administrator" privileges to ensure that the common Microsoft redistributable files are updated as needed.

When the 4TQ setup program starts the Select Script dialog box is displayed.



Select the product you wish to install  and select the appropriate install or remove and usage method radio buttons are selected.  Then select either Custom or Express installation. 

Express Installation

The Express installation automatically installs the software with a Program Path of c:\Program Files\Axion\4TQ and a System Path of My Documents\4TQ. This system pathfolder, and associated sub-folders, are used by the user community to store their work (data files).  It also contains configuration files that are accessed and controlled by the 4TQ administrator.

The User Details information is used by 4TQ applications in reports and documents.  Apart from entering your User Details and selecting Continue there is no further interaction with the user during the installation.

Custom Installation

The main reason to carry out a custom installation is to set up directories other then the default ones provided in the Express installation.  If you wish to customize your installation, Select the Custom button at the bottom of the Select Script dialog box.  The Custom Installation dialog box will appear.



Click on the Set Directories button and the Set Directories dialog box will appear.




The System Path can either be a drive identifier or fully defined UNC path. At least one sub directory must be specified as root level.   Drive mappings are not supported e.g. X:\4TQ is a valid 4TQ system path but X:\ is not.  Enter the required paths and Click on the Continue button to return to the Custom Installation dialog box. 

On the Custom Installation dialog box, we recommend that all other installations be left as default.  Click the Install button ro continue the installation.  The User Details dialog box will be displayed.  Enter the information and Click the Continue button to install the 4TQ software.

4TQ Software Removal

To remove the 4TQ applications for the stand alone mode installation follow the steps below.
  • Run the setup.exe program from the 4TQ-application directory.
  • Select the Custom install button in the Select Script dialog box.
  • When the Custom Installation dialog box appears Click on the Remove button.
  • Wait for the program to exit.

Posted by Bob Digance at 18 Jul 2011, 8:05 PM | Add Comment

4TQConf Installation Diagnostic Tool

General

This note details the use of 4TQConf.exe, an installation diagnostic aid, used to create and forward the resultant configuration information (file *.4cfg) to Axion support (support@4tq.com) for analysis.  The 4TQConf utility is installed during the initial installation procedure (R6 or later). It is not added to the Start - Programs 4TQToolkit Menu list.   It can be used with all 4TQToolkit versions.



Procedure

If you can run one of the 4TQToolKit applications, do so. Then select that application’s Help ->About menu item.   Click the 4TQCONF button to launch the 4TQConf.exe program. Once the program has initialized, it will automatically begin collecting the configuration information.  If you can’t run a 4TQToolkit application Click the Windows Start button and select the Run item. In use the Browse button to locate the 4TQ program folder and select the 4TQConf.exe application. Run it and then press the “F5” key to start the diagnostic routines.



The Status bar (bottom) will display the “Busy collecting information” message. Wait until this the message changes to “Total Time for collecting information was …”  This function may take 30 seconds to a couple of minutes to complete, dependant on the speed of the PC itself and the Network connections involved.     Use the File ->Send menu item to email the 4CFG file to Axion Support. Selecting the File Send item will invoke the PC’s Outlook email package (if installed) and a normal Email message dialog should appear containing the .4CFG file as an attachment

Posted by Bob Digance at 20 Nov 2010, 3:40 PM | Add Comment

How to Create Absolute Hyperlinks in Word Documents

When you create a hyperlink in a Word document, Word converts this hyperlink into a relative hyperlink.  This means that when 4TQwebGen generates a website for your system information that the hyperlinks within Word documents do not work.

This can be fixed by using absolute hyperlinks.   To use an absolute hyperlink in a Word document, the Hyperlink Base box in the Summary tab of Document Properties needs to have x typed in it. 

Word 2010
  1. Open the document which will have the absolute hyperlink.
  2. On the File menu click Info.
  3. Click the Properties drop down for the document window.
  4. Click Advanced Properties.
  5. Click the Summary tab.
  6. In the Hyperlink Base box, type x, and then click OK .

Word 2007

  1. Open the document which will have the absolute hyperlink
  2. Click the Microsoft Office Button, point to Prepare, and then click Properties.
  3. Click Document Properties, and then click Advanced Properties.
  4. Click the Summary tab.
  5. In the Hyperlink Base box, type x, and then click OK.

Word 2003

  1. Open the document which will have the absolute hyperlink
  2. On the File menu, click Properties.
  3. Click the Summary tab.
  4. In the Hyperlink Base box, type x, and then click OK.
For further information regarding hyperlinks in Word documents go to http://support.microsoft.com/?kbid=903163
Posted by Bob Digance at 19 Aug 2010, 12:49 PM | Add Comment

4TQ Evaluation Software Installation and Removal

The evaluation software should be installed in stand alone mode.  If you are using a protected Operating System (such as Windows XP) you must perform the installation with "Admin" or "Computer Administrator" privileges to ensure that the common Microsoft redistributable files are updated as needed.

When the 4TQ setup program starts the Select Script dialog box is displayed.



Select the product you wish to install  and ensure the install or remove Standalone and Single User radio buttons are selected.  Then select either Custom or Express installation. 

Express Installation

The Express installation automatically installs the software with a Program Path of c:\Program Files\Axion\4TQ and a System Path of My Documents\4TQ. This system pathfolder, and associated sub-folders, are used by the user community to store their work (data files).  It also contains configuration files that are accessed and controlled by the 4TQ administrator.

The User Details information is used by 4TQ applications in reports and documents.  Apart from entering your User Details and selecting Continue there is no further interaction with the user during the installation.

Custom Installation

The main reason to carry out a custom installation is to set up directories other then the default ones provided in the Express installation.  If you wish to customize your installation, Select the Custom button at the bottom of the Select Script dialog box.  The Custom Installation dialog box will appear.



Click on the Set Directories button and the Set Directories dialog box will appear.




The System Path can either be a drive identifier or fully defined UNC path. At least one sub directory must be specified as root level.   Drive mappings are not supported e.g. X:\4TQ is a valid 4TQ system path but X:\ is not.  Enter the required paths and Click on the Continue button to return to the Custom Installation dialog box. 

On the Custom Installation dialog box, we recommend that all other installations be left as default.  Click the Install button ro continue the installation.  The User Details dialog box will be displayed.  Enter the information and Click the Continue button to install the 4TQ software.

4TQ Evaluation Software Removal

To remove the 4TQ applications for the stand alone mode installation follow the steps below.
  • Run the setup.exe program from the 4TQ-application directory.
  • Select the Custom install button in the Select Script dialog box.
  • When the Custom Installation dialog box appears Click on the Remove button.
  • Wait for the program to exit.
Posted by Bob Digance at 10 Aug 2010, 2:56 PM | Add Comment

Printing a Process Checksheet

Apart from printing the standard Word Documents in differing layouts you can also produce a process CheckSheet.

Let us do an example.  Below is process chart for the Tendering / Contracting process.  A checksheet is needed as a record for individual tenders / contracts.



Below is a process checksheet derived from the process map.




Individual Process Steps may be included or excluded from the report by checking
or un-checking the "CheckPoint" flag which can be found on the lower left hand
side of the Figure dialog as shown below.



he Process Checksheet report is available from the File menu.




If the Process has Sub-Processes you can select the depth that will be included in the CheckSheet.
You can change the label wording from "Job or Batch Number" to suit your purpose. The Label text is stored
separately in each 4TQFlow Template (FLT).

You can include The Process Owner and or the Performer on Process Checksheet form.

To customise the CheckSheet use the Menu -> Options -> Customise -> Headings Tab (shown below) in 4TQFlow.








Posted by Bob Digance at 27 Jul 2010, 10:34 AM | Add Comment

Recent Changes to 4TQ Applications

Recent changes include:

•         Upgrade from Release 6 to Release 7 which is Word 12 and Vista compatible.

•         Critical Checks capability in process map that enables listing on website as a critical procedure.

•         Capability to colour value adding figures in 4TQFlow.

•         Ability to designate the default path in a process chart.

•         XML capability for Website.

•         Includes RSS feed capability to notify amendments.

•         Improved email facility to notify audits and also tasking capability in Outlook for audits and reviews

For compatibility with Word 12 you must have at least version 6.17.

Posted by Bob Digance at 25 Sep 2009, 4:33 PM | Add Comment

Displaying Documents in the 4TQWebGen "Document Reference List"

To display documents in the Document Reference List as shown in the figure below requires the completion of the Document reference field in 4TQExplorer.



To complete the fields for Document number (Reference in 4TQExplorer), Version, Status, and Next Review enter them for Word, PowerPoint, Excel and MSProjects as below.







For later versions of Acrobat:









Posted by Bob Digance at 17 Apr 2009, 3:46 PM | Add Comment

Entering Outputs and Outcomes in the 4TQFlow Finish Figure

The 4TQFlow Finish figure has the facility to enter descriptions of process outputs and outcomes.

What is the difference between a process output and outcome?

Process


A process represents what an organizations does - work!  It is a series of inter-related activities that transforms inputs such as materials and information into outputs and outcomes that have value for stakeholders.

Outputs and Outcomes

The process outputs can be considered to be a product or a result that is related in some way to the process inputs.

Outputs are measured before they emerge from the process whereas outcomes are the impact the processes have.  For example, an outcome could be an impact on the business or an unforeseen impact on the environment.  Let us take the budget process where the output is all the budget details entered into the financial management system.  One of the outcomes is that resources are provided for the business to function effectively.

4TQFlow Example

Posted by Bob Digance at 25 Mar 2009, 8:27 PM | Add Comment
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