Академический Документы
Профессиональный Документы
Культура Документы
Version 1.0
User Guide
FourthFrame Technologies
July 2010
Table of Contents
Introduction................................................................................................................3
Overview.....................................................................................................................3
Creating an Owner...............................................................................................11
Editing an Owner.................................................................................................11
Deleting an Owner...............................................................................................12
View Options (Sorting & Filtering)........................................................................... 13
Risk Management Tips ............................................................................................. 14
Sharing..................................................................................................................... 14
Facebook ............................................................................................................17
Twitter ................................................................................................................17
Email ..................................................................................................................17
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Introduction
This guide outlines the feature set of SG Risk Log for iPad and provides hints and tips
for effective use of the app. We hope you find the app useful and appreciate hearing
feedback, which we use to prioritize improvements. Email your ideas to
simplegenius@fourthframe.com.
Overview
Design Approach
SG Risk Log is a member of the Simple Genius Apps suite designed to make mobile
project management easy. SG Risk Log is designed to be easy to use and meet the
needs of a large array of projects. Another design goal was to use as much touch-based
interaction and as little keyboard interaction as possible in order to leverage the iPads
unique capabilities. The standard iPad interactions and gestures are used as often as
practical to help users adapt quickly. For example the standard table editing icons and
gestures.
Data Management
You may notice that there is no Save button in SG Risk Log. The app saves all changes
as you perform them, so that you can exit and re-enter the app at any time without
losing work. Also there is no concept of files or documents for storing your projects.
This is because SG Risk Log stores all data in a local database.
As of Version 1.0 SG Risk Log is fully contained on the iPad device and does not support
connectivity to other devices or storing data to the web. Sharing data is supported
through creation of PDF files and the ability to email those directly from within the app.
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Table View
The table view of risks is easily understandable. The following diagram points out some
of the key features of the app header and table view.
About Button reveals
the current version, a
link to the User
Guide, & a way to
submit comments.
Name of currently
active project. Noninteractive.
A yellow border
indicates the currently
selected risk.
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The Rating is
automatically set and
is computed as the
Likely multiplied by
Severe.
Orientation
SG Risk Log supports both Landscape and Portrait orientations. Hold your iPad any way
you like. The features available are identical in every case.
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Projects
In SG Risk Log risks are associated with Projects so the first step is to create a Project.
Tapping the Project Button opens the project popover which supports creating, editing,
and deleting projects. When first opened the popover presents a list of all your existing
projects sorted chronologically with the most recently-created project at the top.
Creating a Project
Tap New Project to begin creating a new project. This slides the Create New Project
view into the popover, where you can enter a Name and Description for the project to
be created. Tap Done to create the new project, which instantly becomes the current
project and the popover disappears. One new risk is also created for the project and
the risk editor immediately opens.
Editing a Project
To edit the name or description of a project tap the arrow icon next to the project
name. This slides the Edit Project view into the popover.
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Deleting a Project
To delete a project tap the Edit button and then use the standard iPad interaction for
deleting a table row, which is to tap the red icon on the left then the Delete button on
the right. Since deleting a project is a big step, SG Risk Log then asks one more time if
you are sure you want to delete the project and all its risks. Tap Done when you are
done deleting projects.
Alternatively, a project can be deleted directly from the list by using a swipe gesture
over the project name, tapping the Delete button and confirming that the project
should be deleted.
Risks
Creating a Risk
Tapping the New Risk ( ) button will add a new risk for the current project. The new
risk is immediately opened in the Edit Risk View. When Done editing the risk it will
appear in the list in the appropriate order based on the current View Options, and will
be auto-selected and scrolled into view.
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Editing a Risk
Risks are not editable in the main table view of the app. Risks can be edited using the
Edit Risk View, which is opened automatically when a new risk is created and can be
re-opened at any time by tapping the Edit button on a risk in the main table view.
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Severity
1 2 3
0
1
2
3
4
5
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Deleting a Risk
A risk can be deleted from the Edit Risk View using the Delete Risk button. Or, from the
main table view use the standard touch and swipe gesture to reveal a Delete button on
the right side of the risk row.
SWIPE
Owners
Risks in SG Risk Log may only have one single owner typically the person who is
accountable for managing the risk or at least responsible for the next step.
Tapping the Owner field of a risk from within the Edit Risk View opens the Owner
popover which supports creating, editing, and deleting owners. When first opened the
popover presents a list of all current Owners, or if there are no owners yet at all, the
Create New Owner view.
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Creating an Owner
In the Owner popover, tap New Owner to begin creating a new owner. This slides the
Create New Owner view into the popover where you can enter a Name and Email for
the owner to be created. Tap Done to create the new owner, which instantly becomes
set as the owner of the currently selected risk, and the popover disappears.
Editing an Owner
To edit the Name or Email of an Owner, tap the arrow icon next to the owner name.
This slides the Edit Owner view into the popover. Edit the text as desired and tap Done
to dismiss the popover.
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Deleting an Owner
When an owner is deleted all risks that the person owned are left without an owner
until a new one is selected.
To delete an Owner, tap the Edit button and then use the standard iPad interaction for
deleting a table row, which is to tap the red icon on the left, then the Delete button on
the right. Since deleting an Owner may leave some risks without an owner, SG Risk Log
then asks one more time if you are sure you want to delete the owner. Tap Done when
you are done deleting owners, to exit table edit mode.
Alternatively, an owner can be removed from the list by using a swipe gesture over the
owner name, tapping the Delete button and confirming that the owner should be
deleted.
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Sharing
SG Risk Log supports sharing project risk data with the project team or anyone else by
creating a PDF file and emailing it.
Creating a PDF
When the Share button is tapped SG Risk Log creates a PDF file of the risks for the
current project and opens a preview popover. Use the arrow buttons along the bottom
of the view to page up and down. SG Risk Log 1.0 uses a fixed format for the PDF with
3 risks per page, in Landscape orientation.
The View Options on the main table view at the time Share is tapped are applied to the
PDF creation. So the PDF can be modified by setting up the main table view in advance.
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Note: as of SG Risk Log 1.0 the characters in the PDF file appear somewhat thick and
crude in the display when zoomed out. You will also see a warning message regarding
fonts when opening the PDF file on another computer. You may ignore that warning.
The characters will look good when printed, and also look good when the page is
zoomed in. At this time the PDF only supports Roman characters.
Emailing a PDF
Tapping the Send button opens a draft email message with the PDF file attached.
Specify the To: list and edit the Subject and Body then tap Send.
Note: Emailing from SG Risk Log is disabled if there is no default email account set up
on the iPad. If the Send button is not responding this is the most likely cause.
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Product Support
If you need help using SG Risk Log here are some resources:
Facebook
Simple Genius Apps has a Facebook page where you can find discussion threads and
ask questions. Sign up as a fan to get notified when new information is posted:
http://www.facebook.com/pages/Project-Pad/119641011411763
Twitter
Simple Genius Apps is also on Twitter - follow projectpad to begin getting
notifications.
Email
You can also submit questions to simplegenius@fourthframe.com.
- END SG Risk Log is Copyright 2010 FourthFrame Technologies. Apple, the Apple logo, and iPad are
registered trademarks of Apple Inc. in the U.S. and/or other countries.
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