Adding Document Roles to the document

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Adding Document Roles to the document

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Another option for using eaDocX Document Management is to capture the roles of different people in the project.

You could do this by having a simple, manually-created table in your document, and if all you have is one document and a stable set of people, that would probably work OK.

Where you have many documents - which becomes possible and sensible with EA and eaDocX - then understanding who does what in which document might become more of a problem.

This is where eaDocX DM Document Roles can help.

The section on Document Roles describes what the default roles are, and how to configure them; we'll assume that you have created some roles for your document.

To add information about those roles,

1.Position the cursor in the eaDocX document where you want the section to appear

2.In the eaDocX menu, select Insert | Document Information | Document Roles

3.eaDocX will create a default Profile for the 'Document Roles', which will produce a table like this:

4.You can then edit the Document Roles Profile, to add and remove attributes for this table.

Making more use of People and Roles

Each person who takes on a role within the document is saved as an EA Element. This means that you can also link these elements to other EA elements such as Requirements, Use Cases, Components or Issues. This allows you to develop a complete understanding of each stakeholder's involvement in the project.

You may, for example, create an 'index' document, which just lists the other documents which are being produced, who owns what, and what versions they have.

Or, you might produced a Personal Document, which has just the elements - and documents - with which each individual is involved.