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LPD Flow

1. What is Lean PlanDo Flow? Learn what Lean PlanDo Flow does and what each item in the Flow menu is for.
2. Lean PlanDo Flow minimum specifications Check the computer, browser and internet speed you need to run Lean PlanDo Flow well.
3. User roles in Lean PlanDo Flow See the roles a user can have in Lean PlanDo Flow, by company type, and read the table of what each role can do.

Modules: Safety, Design, Quality, Precast

1. Safety module in Lean PlanDo Flow Run your site safety forms digitally: add them from the Library, publish them, start their workflows and track them.
2. Design module in Lean PlanDo Flow Run RFIs, transmittals and design reviews as digital forms with workflows in Lean PlanDo Flow, with each open query showing on the look-ahead.
3. Quality module in Lean PlanDo Flow Turn your project's quality inspection forms into digital forms with workflows, then schedule, start and track them in Lean PlanDo Flow.
4. Precast (Procurement) module in Lean PlanDo Flow Track precast elements and long-lead materials from order to installation as digital forms in Lean PlanDo Flow, each tied to the activity that needs them.

Library

1. Library Find ready-made industry standard forms in the Flow Library and add them to your project as templates.

Templates

1. Flow templates Find, filter, publish and create the form templates your project uses in the Templates tab of Lean PlanDo Flow.
2. Create a blank template Build a new form from scratch in the Flow form builder, customise its fields, then save and publish it.

Workflow and History

1. Workflow tab Find, filter, export and cancel the workflows your team has started in the Workflow tab of Lean PlanDo Flow.
2. Create a workflow Build a workflow for a Flow template: add steps and actions, set statuses and processing times, and save it.
3. Start or schedule a workflow Publish a Flow template, then start its workflow now or schedule it for a set date with assignees for each step.
4. Best practices for workflow design Follow three rules so your Flow workflows never get stuck and you can assign users while the workflow runs.

Directory

1. What is the Directory in Lean PlanDo Flow? Keep the project's lists (suppliers, locations, equipment) as Excel files that forms read from, in the Flow Directory tab.
2. Upload and update a Directory file Upload an Excel list to the Flow Directory, prepare its headings, and add a new version when the list changes.
3. Use a Directory file in a form Fill a dropdown's options, a table's headings or a table's rows from an Excel list in the Flow Directory.