📄️ 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.
📄️ Create a New Work Plan
When creating a new Work Plan, you are building a template that contains the operations and steps that apply to all runs. Later, you can add operations, steps, notes, and details that are specific to an individual run.
📄️ Start a Run
Once a Work Plan template is published, you can initiate a run to begin work. You'll be able to modify it as well. Sometimes there are steps or instructions specific to a run, that you don't want in the template. The run-specific details can be added at any time after the run is created, even during the execution of the run.
📄️ Execute a Run
The Work Plan run has started and it's time to execute the operations and steps. At this time, you can still add operations, steps, and dependencies.
📄️ Completing a Work Plan Run
When all operations and steps in a Work Plan run are done—or when you need to close the run with unfinished work—you complete the run from the Complete Work Plan section at the bottom of the Work Plan run view.
📄️ Archiving a Work Plan Run
To keep your Work Plans library organized, archive any work plans that are no longer in use. Archived work plans remain viewable, and you can still add comments or even unarchive them if needed.