How to personalize your Systems2win templates
What can be personalized?
 | Green-bordered user-defined help textboxes. (Their green borders
make them easy to spot.) |
| Your entries in the User Defined Training sections of the Help page for
each template. |
| Hyperlinks to your own training documents, web pages, videos, etc. |
| Your own pictures and shapes
can be added to any stencil of shapes |
| Personalized row/column labels
Perhaps for language translation.
Or for personalized pop-up help. |
| Personalized document header field labels
The Standard Work
Combination Sheet and
Visual Job
Instructions Sheet almost always have personalized document header labels.
Other templates are usually used as shipped, but certainly can be
personalized. |
| Personalized document header field names
You would only do this if you are integrating with a third-party document
control system. |
| User-defined rows, columns, formulas, formats, styles...
You've got all the power of Excel. Maybe you might personalize some of your
master templates to use some of it. |
| The Systems2win portal user interface |
Can we choose to NOT distribute some of the Systems2win templates that we
own?
Yes.
Can I overwrite a Systems2win master template with my own personalized version?
Yes, but the more customizations you make to master templates - the harder it
is to keep up with future upgrades. We give you the Customization Log to make it
as easy as possible to keep track of your customizations, but still...
Before overwriting a Systems2win master template, we suggest that you:
- Make sure that you understand the default formulas,
terminology, and approaches contained within the standard template.
Systems2win provides concise, useful on-line help and training.
- ASK US TO MAKE THE CHANGE FOR YOU !!!
If you believe that your proposed way of doing things might be better for
many other companies, not just your own, then
ask
Systems2win to make the change. If Systems2win likes your idea, we will do the programming for you - for
free! Your change is incorporated into base code - so all upgrades will contain
your change, and you won't have to pay your programmers to make the same
modification each time you upgrade. This is how all of the Systems2win templates keep improving - incorporating the
suggestions from hundreds of people actually using the templates to improve
diverse business processes.
If you still want to make changes to a master Systems2win template:
- Make sure you have a back up of the original as delivered by Systems2win.
Tip: Keep a backup of the original installation file that you
downloaded when you purchased your templates.
- Make an entry into your
Customization Log -
which will make future upgrades so much easier.
- Open the template, saving it to a temporary working folder, but keeping
the file name exactly the same.
- When you have finished editing your new master template, overwrite the
original template of the same name within the S2winPortal.
(You must overwrite
the original with the exact same filename so that the Portal
hyperlinks remain functional)
Can I personalize multiple versions of a Systems2win template?
Yes. Simply save them as different file names.
If you have the Systems2win Add-in version 5.1 or higher
that enables users
to sync the templates on their local PC
with your company's master S2winPortal...
then you have two choices:
Save your personalized template on your own PC
(where it won't be overwritten when you sync)
Where to save your personalized file? You can either:
| Save it in any folder on your PC where you will easily remember to find it |
| If you have Administrator privileges on your computer...
then you have the option of storing your personalized template on your
local PC where all of your Office templates are stored.
Usually C:\Documents and Settings\YourUserName\Application
Data\Microsoft\Templates. Windows Tip: How
to show hidden files & folders.
You can save your template right in the root of this
Templates folder, or create your own sub-folder, which will show up as a
folder tab when you select Systems2win menu > Open a new
template or Excel or Word > File > New.
Advantage: Your saved file is now a true "template" that can't be accidentally
overwritten when you save changes to your working document. |
Save your personalized template where it will be disseminated to every
licensed user in your company
When you save your personalized template in your S2winPortal - your template
will be disseminated to every licensed user the next time they synchronize.
- To have your template show up in the Systems2win folder (alongside all
other standard Systems2win templates) - save your file in any tFolder within
your company's master S2winPortal.
- To have your template show up in the S2winSync folder (alongside any other
non-Systems2win templates that your company is synchronizing to all users) -
save your file in the S2winSync folder within your
company's master S2winPortal.
Can we use S2winSync to disseminate our company's
own (non-Systems2win) templates?
Yes. That's what the S2winSync folder is for.
Your own templates (developed in-house or provided by any of your consultants)
can be distributed using your S2winSync folder.
Excel or Word >
Add-ins >
Systems2win menu > Open a New Template > S2winSync folder
Simply store your personalized templates in the S2winSync
folder in your company's master S2winPortal on your shared server.
Your unique templates will now be disseminated to all other licensed users in your
company the next time they sync with your company's
master S2winPortal.
Can we personalize our Systems2win portal user interface?
Yes, but it's
usually not necessary.
The top 4 things to remember to make it easy to upgrade from an old version
to a new one
- Use your Customization Log
- Use your Customization Log
- Use your Customization Log
- And a few additional Tips to make it easy to
upgrade from an old version to a new one
Your tools for continuous improvement should continuously improve, right?
Don't let your improvement systems "get stuck".
Whenever you personalize any Systems2win master template, use your
Customization Log to make upgrades easy.
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