How to use your Customization Log
to make upgrades easy
When to use your Customization Log
Whenever you personalize any Systems2win master template...
1) First look at the list of what types of personalizations will and will not be automatically
found and transferred by the Personalization Upgrade Utility.
2) If you make a change that will not be automatically found and transfered by the Personalization Upgrade Utility,
then make an entry in your Customization Log
to remind you of the few manual changes that you will need to make to your new templates the next time you upgrade.
Why use your Customization Log? Your tools for continuous improvement should continuously improve, right? Wouldn't it be embarrassingly ironic if your tools for continuous improvement got "stuck" and stopped improving? All because you personalized a few tools long ago |
How to use your Customization Log
Version 8 and higher
All version 8 Excel templates (released in July 2011) now have a CLog worksheet - to make upgrades even easier.
This is a hidden worksheet, so you need to unhide it when you need it.
Each time that you upgrade...
- Any entries in your CLog worksheet will be automatically transferred to your new template
- The Upgrade Log worksheet in your MultiUserChecklist.xls workbook will remind you that there are manual updates that you need to make to that template.
All versions
All versions (including older ones) come with a CustomizationLog.xls workbook.
Your CustomizationLog.xls template can be found in the same way that you find any Systems2win template.
And then you need to save a copy of the CustomizationLog.xls template
as the starting point for your
Systems2win Customization
Log working document
which should be stored somewhere where your leaders can quickly
find and use it
whenever they make any change to any master
Systems2win template.
Suggestion: Unless you have a better place - we suggest keeping your Systems2win Customization Log
in your S2winSync folder - so that it can always be downloaded by any Systems2win user -
and can be overwritten only by the few leaders authorized to overwrite files in your master S2winPortal.
Let you users know where to find your Systems2win Customization Log
by editing your
Document Storage & Naming Conventions PDF -
in the same way that you let your users know where to find any other types of documents in your company.
Like every Systems2win template, there are concise instructions in the Sample and Help pages.
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Bonus Tip: (not just changes to your Systems2win templates) Like every Systems2win template - your CustomizationLog.xls template can be used as the starting point to create several working documents. By creating several working documents from this one template, you can maintain several different Customization Logs to track changes that you make to :
If you use this template to track changes that you make to your
accounting or ERP software, |
