Plan your procedures

You should plan your procedures as a group of senior staff at the organisation. Consider the statuses an Object or Activity record should have from the moment it enters the database to when it leaves the organisation.

Planning template

This template may be a useful tool when planning how your Procedural Statuses will interact with each other.

The template has a table with columns for:

• Procedural Status

• What is the status for?

• Any required fields before saving?

• What status does it follow?

• What are the next statuses?

• Any Tasks, Messages, Reports, or Actions upon saving?

Procedural Status Planning Template (Word document, .docx, 34KB)