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Creating a New Standard Plan

Create a new standard plan when you need to assemble a set of standard forms that will be used to create plans in use for a workspace. You can create as many standard plans as necessary. Just remember that they will not be used until you've added them to a planned package and that package is chosen for a workspace.

The stages defined in a standard plan are fixed: when the standard plan is used to generate plans in use, the order or the number of stages cannot be changed. However, you can adjust the list of forms to be used after the plans are created.

Your security role must have permission to create standard plans. To view the standard forms within the standard plan, you must have read permission to the standard forms. For more information, see "About Security Permissions".

To create a standard plan

  1. Open the Standard Plans register from the Organization work area.

    2. You can only create standard plans from the Organization work area. If your workspace needs a standard plan, you must import the plan package containing the appropriate standard plan.

  2. Click New to create a new standard plan using the default subtype.

    3. — or —

    Click the arrow next to New to select another subtype. For more information, see "About Document Subtypes".

    A blank standard plan appears. Some information may already be filled in, depending on the standard used.

  3. In the Title field, type the name of the standard plan.
  4. If you are performing a workflow action on the document, complete the information required for this action. For more information, see "Standard Plan Workflow Actions" for a list of preconditions for a specific action.
  5. Complete any other necessary information for the standard plan. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

    6. Please refer to the following for more information on the fields for each page:

  6. Click Save.

    7. Proliance saves the standard plan. Click Exit Edit Mode when done.

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