What is a blueprint?
A blueprint is the master template (like a recipe) for any process or any piece of know-how.
Blueprints can be a snippet, a procedure or a form. Each is different, and each has a different purpose. See the explanatory screenshots below:
This video explains what a procedure is and how to create one. A procedure is a type of blueprint:
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)