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How to publish your QMS on your Intranet
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types of document |
chapter contents list
general
As noted in the
Basic Concepts, you can use a number of file
formats for documenting your QMS, and your Web browser will handle them for you.
But, they each have their pros and cons, so the choice is not always
straightforward. This page contains information about the various document types
to help you decide which the best ones are for your purpose.
For each document type, we have tried to cover the relevant data under the
following headings:
- general description of the document type, and
- how they are handled in a typical browser;
- their pros and cons;
- the tools available for editing them;
.html
Html is the basic file format of the WWW;
it is the essential building material of the Web. Html is what a Web browser is
designed to handle.
pro
- It is simple for the Web browser to handle.
- It looks right on the screen.
- It is fast to paint.
- It is easy for the user.
- It has good hyperlinking.
con
- You have to decide how best to enable users to edit the files.
- It is (primarily) designed for screen painting.
You can't easily produce it as normal printed document (headers and footers,
page breaks where you want them).
- If you "save" the page from your Web browser,
you will usually get a number of files saved (not just one).
editing tools
There are many ways of creating and editing html. On the one hand, you can use
a simple text editor (such as NotePad) and create the html with that;
this means you have to know html in detail, and it won't be usable by the
ordinary user. On the other hand, you can use a full text and graphics
wysiwyg editor
(what you see is what you get);
this will be usable by the ordinary user, although the html it produces
could be ten times as large as with hand-editing. Some of the possibilities
are as follows.
NotePad
If you know what you are doing, this is the easiest and simplest way
to create and edit html.
Unfortunately, this is not a skill which most users will wish to acquire.
You will have to do it for them.
You get compact code, and fine control over the html which is produced.
If you do use hand coding, be sure to use
CSS2
(Cascading Style Sheets version 2)
so as to achieve a uniform appearance more easily.
Microsoft Word
You can use Word to create a document, and then save it as html.
The html that you get is very complex, and is often at least ten times larger than it need be. It is about the same size as the original Word document (presumably because it contains the same detailed formatting information in case you want to revert to .doc format).
You cannot simply use CSS2 with this approach.
When you save the .htm file, any graphics etc are saved in an associated
folder.
(If you save xDoc.htm, the associated files are saved in a folder named
xDoc_files.)
You can insert html hyperlinks (using the menu Insert > Hyperlink).
Microsoft FrontPage
FrontPage is a wysiwyg editor, so it is relatively easy to use.
FrontPage has a propensity to restore the html to the way FrontPage likes
it to be. So, if you make manual changes to the html, and then open it again
in FrontPage, you may find that your changes have gone.
Dreamweaver
Dreamweaver
is the tool currently in use by most web designers; it is a very powerful tool.
It is not cheap.
It provides a wysiwyg user interface.
.html plus image maps
You can embed images in an html file straightforwardly ("image"
is a general word for a graphics file).
Most browsers support only the GIF format (.gif file extension)
and the JPEG format (.jpg or .jpeg file extension).
What we are referring to as an "image map" is an image which is "clickable".
That is to say, you can click on the image and this will activate a
hyperlink, thereby transferring you to a new page (or elsewhere on the same
page). You can arrange things so that different parts of the image
activate different hyperlinks. You would, typically, see this used on a
geographic map.
But you can usefully use it on different parts of a flowchart (or a process
diagram) to "drill down" into the process (ie: go to a further
level of detail).
pro
- It has the same benefits as .html.
- It has excellent hyperlinking.
con
- It has the same disadvantages as .html.
- Editing is much harder even than for .html documents.
editing tools
Similar comments apply as for .html files.
There is the added difficulty of creating an image and its associated
"image map". The image map is the data which defines which parts
of the image are associated with which hyperlink. The parts of the image
are defined in terms of (x,y) coordinates. Working this out by hand
is very laborious - you really need software to assist you.
Some of the possibilities are as follows.
NotePad + Visio
The comments on NotePad generally apply here too.
You can use Visio to draw your picture. Further, you can use Visio
to define the parts of the picture which are associated with different
hyperlinks. Then, you can save the picture as a .gif file together with
the associated html code for the image map.
You can then cut and paste the relevant html code into you own html code.
This is messy albeit perfectly feasible for an expert,
but is out of the question for the ordinary user.
Microsoft FrontPage
See the previous comments on FrontPage.
FrontPage
is said to provide facilities for creating image maps.
Dreamweaver
See the previous comments on Dreamweaver.
Dreamweaver
has facilities for creating image maps.
.pdf
Portable Document Format (.pdf) is a non-revisable format. That is to say,
it is not designed to be edited. It is simply to store finished files.
Its main benefit is that it is standard and universal,
and there is a reader for it on most
common operating systems.
It has a number of useful features, one of which is its ability to hold
hyperlinks. It is this which makes it a possible format for use with
your on-line QMS. There will be occasions when .pdf is the right solution
(because of its standard format). Mostly, though, its disadvantages will
overwhelm its benefits for an on-line QMS.
The features of PDF are described
here.
pro
- It is a standard format, and there is a reader for .pdf on most
common operating systems.
- The reader (Adobe Acrobat Reader) is made available at no charge by Adobe
(who own PDF).

- The format is aimed at printed documents, so when your audience prints
a .pdf document, you know what the document will look like (with headers and
footers, etc).
In contrast, with .htm you cannot be sure what the generated document
will look like.
- PDF files can be
secured with passwords and digital signatures.
con
- To generate .pdf files you need a pdf-writer. You can get one from Adobe,
but there are cheaper versions available which can be used as
pseudo-printers on Windows, Linux, etc.
- Since PDF is, essentially, not a revisable format, you can't edit
a .pdf file. This means that you need to maintain a revisable form
of the information from which you can generate later versions of the
document. These might be in one of the Microsoft Word formats, or
any other word processing format (for example:
RTF).
- .pdf files are much larger than their .htm equivalents (typically
five times larger).
editing tools
In general, you can't edit .pdf files. You have to edit your files in a
"revisable" format, and then convert them to .pdf. There is a
large number of ways of making this conversion. Some of them are described below.
Pdf995
To quote the Pdf995 home page:
"
Pdf995 makes it easy and affordable to create professional-quality documents
in the popular PDF file format. Its easy-to-use interface helps you to create PDF
files by simply selecting the "print" command from any application,
creating documents which can be viewed on any computer with a PDF viewer."
Pdf995
is free (if you're prepared to accept the ads! -
it's cheap if you're not).
PrintToPDF
To quote the PrintToPDF home page:
"PrintToPDF is a shareware Macintosh printer driver
that creates PDF files. You do not need to have the full Acrobat
package (as opposed to the Reader) installed for PrintToPDF
to work. You can create PDF bookmarks to your section and subsection headings,
and URLs will become hot links. PrintToPDF is not as powerful as Acrobat,
but it creates simple PDFs for a much lower price ($20)."
PrintToPDF is available
on the Web.
other PDF tools
There are many other PDF tools available
on the Web.
I have not tested the following, but they are available:
.doc (MS Word)
The Microsoft Word .doc format is actually a set of formats.
This is the format which Word uses to store documents.
We carry no brief for Microsoft - most of the comments made under this heading
would apply equally well to any other word processing package.
pro
- Most of your staff will be able to use this method.
- The format is suited to printed output, so you can know what the
document will look like when it is printed.
It will print with headers and footers, etc.
- You can set up hyperlinks (in Word 2000).
con
- .doc files are much larger than their .htm equivalents (typically
five to ten times larger).
- You must have Microsoft Word to read the files.
- Not all Web browsers will open Word as a plug-in.
Some will open Word in a window of its own. This makes the user interface
more "clunky".
- On screen, you see what looks like the image of a paper document -
the layout is aimed at paper rather than the screen. This gives a rather
second-rate appearance to your QMS.
- The painting of .doc files is generally slower than of
their .htm equivalents.
editing tools
Microsoft Word
You simply use Microsoft Word (or whatever word processor you use).
Writer in OpenOffice
As an alternative to MS Word, you can use Writer in Open Office.
This can be downloaded from the Sun MicroSystems Web site.
The licence is the
GPL so, simply put, this is open source software.
.rtf (Rich Text Format)
Rich Text Format (or .rtf) is a format for word processing files which is
less specific to a word processing package than most such formats are.
You can use Microsoft Word as an editor and viewer, so most of the comments
on .doc files apply here too; the main difference being that
you will be less restricted in your choice of word processing package.
database storage
It is possible to set up an IT system in which the text of your QMS is held
as records in a data base management system (dbms). You could then write
software to create your intranet Web pages dynamically, rather than having fixed
html or .pdf files which were simply painted by your Web browser. Using
dynamic html is a rather complex solution to the simple problem of displaying
QMS pages, so it would be done only for a special reason.
For example, you might have an IT system which is used to schedule your work, or to collect
work data and such records. In this case, it might be convenient to make
the instructions on what is to be done a part of the IT system. The result
would be that you would have your QMS (or a part of it) as part of your IT system.
How to do this is IT development and is beyond the scope of this paper.
You should contact your local IT specialist if you need to set up an application
of this sort.
content management systems
"Content Management System" is a phrase with a wide meaning.
In the context of the Web, it is generally used to mean a system which enables
users to update the "content" part of a Web site, without needing to
know the technical details of its mechanisms.
Indeed, the users will be unable to modify the mechanisms.
This is useful for a large Web site with frequently changing data, but is not often
likely to be appropriate to a QMS.
A Content Management System will often be found associated with a Document
Management System, and may simply be an adaptation or extension of one.
Among other things, a DMS
will provide facilities for the control of versions, and for review and
approval. If your organisation has such a system already, then it may be
appropriate to use it for the QMS. It is unlikely that such a system would be
justified by a QMS on its own.
[last updated on 10 September 2003]
[Version 1]
[© copyright: Gordon Kirk 2003]
[Comments on this document should be sent to Gordon Kirk.]