Phase Plans and Guards - ShareDo

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Understanding Phase Plans

Watch this short video to find out how phase plans work. Key Concepts What Is a Phase Plan? A phase plan is a visual...

First posted: April 5th, 2022 2052 views 0 likes
Create or edit a phase plan

Use the Phase model menu item of the Work Type Modeller to create a phase plan in ShareDo that defines all the phases a...

First posted: April 5th, 2022 1373 views 0 likes
Phase Guards

Key concepts Expand each section below for more information. What is a phase guard? Phase guards work hand-in-hand with data quality rules. Data quality...

First posted: April 6th, 2022 1460 views 0 likes
Managing System Phase Guards

In addition to the configurable phase guards described in the article Phase Guards, ShareDo comes pre-loaded with some ‍ out-of-the-box phase guards for common...

First posted: October 14th, 2022 990 views 1 likes
Add a Phase to a Phase Plan

You can add a phase to a phase plan in ShareDo Modeller to tailor the workflow of a work type to your specific requirements....

First posted: April 5th, 2022 281 views 0 likes
Add a Transition to a Phase Plan

You can add a transition to a phase plan to allow users to move from one phase to another. Steps to add a transition...

First posted: April 5th, 2022 299 views 0 likes