NIH Document Generation System (NIH DGS)

1

• NIH Document Generation System (NIH DGS)
• Usability Session

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Agenda

• Goals
• Basic Concepts
• Workflow
• Usability Testing
• Exercises
• Group Discussion
• Questions and Answers

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Goals

• Easily build accurate documents (such as RFPs and
  contracts) from templates
• Include clauses and sections by default based on
  your criteria
• Produce documents in PDF, HTML, Word and other
  formats
• Provide security and access control features for
  your documents

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Basic Concepts

• Templates and documents
• Workflow including document status (e.g Draft or
  Final)
• Use tree navigation for standard document parts
• Integrate help
• Permissions and security

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Workflow
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Workflow Steps

• Create Document
• Edit Document
• Check or uncheck items
• Edit content, input fields, document title
• Add and delete custom items
• Manage Attachments
• Preview Document
• Approve and Finalize Document

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Usability Testing
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Exercises

• Perform Exercise 1 within 15 minutes
• Perform Exercise 2 within 15 minutes
• Perform Exercise 3 within 10 minutes
• Perform Exercise 4 within 15 minutes

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Group Discussion
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Questions and Answers

• The document module may be manipulated at your
  leasure using the test sitehttp//app1-ws1-test.n
  ci.nih.gov/dgs/
• Provide feedback using email address
  dgshelp_at_peacetech.com