What is a blueprint?
A blueprint is the master template of any process.
A blueprint establishes the steps that need to be repeated each time a process is carried out and should have all the steps you want future processes to follow.
Steps in a blueprint are actions that describe what needs to be done, how, when and by whom, using the step settings: Details, Forms, Assign. Deadline, Rules and Advanced.
Example of a blueprint: New Employee Onboarding
The steps in the blueprint might be:
- Sign contract
- Add to payroll
- Establish start date
- Assign mentor
- Schedule team lunch
- Share access to all key systems
- Book mandatory training
Process (an instance of the above blueprint)