Using the Blueprint Module

There are two roles associated with actions you can perform in the Blueprint page: a Blueprint Editor and Blueprint Administrator. These roles are assigned by your OrgPlus Enterprise Administrator. Some of the actions occur in the Blueprint page, while others open the OrgPlus Enterprise Web Modeler and are completed in that application. For more detailed information on how to perform these tasks, see the topics/sections under Working with Blueprints.

Creating Blueprints

You can take a snapshot of the active domain for planning purposes at any time. Your security role determines which sub-charts are included in the blueprint. For example, if you are the HR professional in charge of North American Operations, your blueprints include only members of the North American Operations team.

The Workflow

Once a blueprint is complete, it must be reviewed by a Blueprint Administrator before it is actioned. A simple workflow is used to pass the blueprint from a Blueprint Editor to a Blueprint Administrator for actioning. See Actioning a Blueprint for more information.

Blueprint Lifecycle

Blueprints typically pass through the following lifecycle:

A newly created blueprint is automatically assigned the status of "Editable." A Blueprint Editor or Administrator can modify the blueprint as needed.
Once the blueprint is complete, the status changes to “Final Draft,” which indicates that the blueprint is ready for review by the Blueprint Administrator.
The Blueprint Administrator can lock a blueprint by changing the status to “Frozen.” Frozen blueprints cannot be edited. You should assign this state to a blueprint that is being reviewed.
If the Blueprint Administrator finds that there are issues or conflicts in a blueprint, the status should be changed back to “Editable.” The Blueprint Editor or Blueprint Administrator can then continue modifying the blueprint to resolve these issues or conflicts.
Once the blueprint review is complete, the Blueprint Administrator can action the blueprint.

Changing the Display

Both Blueprint Editors and Administrators can change how many records appear in the Blueprint page. The default setting is to display up to 15 records (blueprints) per page. You can select 25, 50, or all available blueprints.

Creating a Blueprint from a Subset of the Chart

You can create a blueprint from a subset of a chart, rather than having to use the entire chart. See Creating a New Blueprint for more information.