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Create StoryBoard Chapters

User Guide: Creating a Story Board Chapter

1. Navigation

  • Go to: Setup : Story Boards > Setup Draft Story Boards.
  • This opens the Story Board Drafts summary page, listing all draft items including StoryBoards, Chapters, and Sub-Chapters.
  • Click Create New to begin creating a Chapter.

2. Understanding Chapters

  • Definition: A Chapter is a higher-level aggregation of content that can include Sub-Chapters, Pages, and other Chapters.
  • Purpose: Organizes content into modular units for easier sharing and navigation.
  • Usage:
  • Pages, Sub-Chapters, and even other Chapters can be attached to a Chapter.
  • Changes made to a Chapter are automatically reflected in any StoryBoard referencing it.
  • Common Use Cases:
  • Chapters can represent detailed insights for lines of business, sales regions, or functional segments.
  • Corporate-level StoryBoards may use Chapters as direct content sources or create summaries from them.

3. Creating a New Chapter

Basic Information Fields

Field Description
Name Enter a user-friendly name for the Chapter.
Story Board Type Select Story Board Blue Print.
Display Type Choose a display type matching the attached content.
Display Title User-friendly title when viewed as an independent book.
Description Enter a summary explaining the Chapter contents.
Business Purpose Explain the Chapter’s role, usage, and intent.
Type Select Snippet.
Book Level Choose Chapter Snippet.
Functional Area Select a classification category.
Subject Area Choose a relevant subject category.
Focus Area Select the applicable focus area.
Status Set to Draft until reviewed and finalized. Change to Published after approval.
Publish Version Assign a version number upon publishing.
Publish Date Select the date the Chapter is published.

Note: Other fields can be left blank if not applicable.

4. Structuring the Chapter

  • In the Main screen, navigate to Structure on the left panel.
  • This section is used to assign content to the Chapter and define its structure.

Key Fields for Adding Content

Field Description
Type Options: Page, Section, Snippet, or Chapter.
Page Select a page to include specific content.
Snippet Allows chaining of Sub-Chapters or smaller modules within the Chapter.
Chapter Attach another Chapter to create hierarchical modular content.
Section Acts as a divider to group pages for better readability.

Additional Fields for Pages

If Type = Page, the following options are available:

Field Description
Category Select PageContent to add content-based pages.
Page ID Choose an existing page from the dropdown.
Page Name Automatically populated based on selected Page ID.
Display Name Optional—set a custom name different from the original.
Include in Preview Determines if the page is included in StoryBoard preview.
Readout Narrative Optional text summarizing the page, used for textual or voice-out narration.

5. Best Practices

  • Use modular structure: Chapters should contain meaningful, reusable content.
  • Maintain naming consistency: Use clear names and descriptions.
  • Limit hierarchy levels: Avoid excessive chaining of Chapters (maximum 2-3 levels recommended).
  • Verify before publishing: Keep Status as Draft until content is finalized.

This guide ensures proper creation and structuring of Story Board Chapters, enabling a scalable and modular approach to content management. ```