Work Plans
Beyond builds, work plans can capture any procedure or process in your organization. Maybe you have a particular procedure for unbuilding some R&D hardware, a bespoke maintenance process for a piece of equipment, or even an independent operational process like running a test, or completing a check out. Work plans help document and manage the steps to ensure consistency and accountability.
Once you have a foundation of inventory to keep track of parts, and workflows to keep track of processes and task backlogs, Work Plans are Boltline’s tool for procedures and sign offs that tie everything together. Work plans are designed to make it easy and routine to run complicated, organization-wide procedures, like builds that flow back and forth across multiple work centers. And work plans automatically create place holders called “planned inventory”, creating immediate visibility for parts that are in progress.
Understand Work Plans
Each work plan is divided into Operations (or Ops) and each operation is defined by steps. The operation guides the user so they can easily complete all of the steps, with any pertinent information right at their fingertips. Each Op can be attached to a workflow card, further integrating all of the moving pieces. Work plans streamline task completion and track everything required for traceability.
Boltline Work Plans can be viewed and conceptualized in four categories:
Library
These are Work Plan templates. Every time you create a new Work Plan, you can view them here. These represent non-running Work Plans and can be edited.
Running
As you kick off Work Plans, this view shows all active (not complete) work plan runs. You can click into each run to view more information or edit that specific instance.
Completed
This view displays all complteted work plan runs. You can click into a completed run to view more details, but editing is not allowed for completed runs.
Archived
Work Plans can be archived for historical purposes. Archived Work Plans will not appear in the Library. From the Archived view you can Unarchive a Work Plan to restore it, allowing it to be executed again.
Integrate Work Plans into Your Process
The best way to learn how to integrate Work Plans is by walking through the work plan lifecycle.