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A Standard Plan defines how a plan works once it is applied to a workspace, the required and optional stages in the overall plan, and the forms that are required or optional in each stage.
The plans created from a standard plan are only a starting point. You can customize the plans to make them precisely meet the needs of a workspace.
Standard plans can only be created from the Organization work area. Once these standard plans are created, you can share them with workspaces by exporting or importing a standard group. The shared copies are independent of each other—modifications to one do not affect the other.
A standard plan's information is organized on the following pages:
Additional standard plan information is also available on the following tabs:
Note:
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About the Standard Plans Register
Standard Plan - Standard Forms
Standard Plan Workflow Actions