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Plans are the central documents in the Management Plans feature in Proliance. Each plan revision provides a structure where the progression of forms for the stage are stored. Each time a stage is repeated or another state is initiated, a new plan is created. The new plan has a series type relationship with the previous plan. As a plan progresses through its stages, revisions are created for the forms within that stage. Each plan has predefined stages that show which forms must be approved before the stage or the milestone is considered complete.
A workspace may have any number of different plans running concurrently, each addressing a different topic and/or area of the workspace.
Plans are created from within a workspace, using Standard plans which originated from the organization. Once created, you can customize the plans for that workspace.
Each revision of a plan represents one stage of the overall plan. When a stage is complete, you can repeat the stage or move to the next stage.
A plan's information is organized on the following pages:
Additional plan information is also available on the following tabs:
