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About Management Plans

The Proliance Management Plans is a multipurpose feature that is all of the following:

• A feature that enables organizations to build workflow processes for non-Proliance documents
• A centralized master form library
• A tool to help organizations establish, maintain, and distribute ‘best practice’ procedures

The documents in the Management Plans feature in Proliance are used to create and manage the plans. You can set up a variety of stages to be followed in each plan. Proliance will ensure that one stage is complete before the next one can begin. However, you have the flexibility of repeating a stage or skipping optional stages.

Example

The following types of documents are used in a management plan:

• Forms: These represent non-Proliance documents that are used in the workspace management process, such as word processor files, electronic spreadsheets, or even scanned images of paper documents. For more information, see "About Forms".
• Standard Forms: These are similar to forms, except they serve as templates for the actual forms used in a plan. These templates are also used to refresh a form back to its original state, if required. For more information, see "About Standard Forms".
• Plans: These define the stages, or milestones within a workspace. Plans also identify the packages of forms that need to be completed in each stage. For more information, see "About Plans".
• Standard Plans: These are similar to plans, except they serve as templates from which the actual plans are created. For more information, see "About Standard Plans".
• Plan Packages: These organize one or more standard plans to be applied to a workspace at once. For more information, see "About Plan Packages".

There are two components to Management Plans:

• Organization component: In the Organization work area, you create the templates that can be shared with any workspace to create plans in use.
  
  This involves creating standard forms, adding them to standard plans, and then linking the standard plans to plan packages. Plans in use are never created from the Organization work area, only within workspaces.
• Workspace component: In the Workspaces work area, you create the plans in use using plan packages. These plan packages may be those shared by the organization or they may be groups created locally within the workspace. Locally created groups cannot be shared with other workspaces nor are they visible to the organization.