Phase Plans and Guards - Clio Operate

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Understanding Phase Plans

Watch this short video to find out how phase plans work. Get to know more about Phase Plans A training module is available to...

First posted: April 5th, 2022 2715 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 that defines all the phases a work type...

First posted: April 5th, 2022 1915 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 1933 views 0 likes
Managing System Phase Guards

In addition to the configurable phase guards described in the article Phase Guards, some ‍out-of-the-box phase guards are pre-loaded for common scenarios. These are...

First posted: October 14th, 2022 1353 views 1 likes
Add a Phase to a Phase Plan

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

First posted: April 5th, 2022 535 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 528 views 0 likes