Article Contents
Introduction to the Plan Register
Hiro's Plan Register enables you to track and monitor the technical plans that your organisation produces.
Storing your plans in Hiro's Plan Register enables you to keep track of version histories, record changes, and keep all your information related to that plan in one single place. For example, you can attach changes markup scans and quality assurance checks and forms onto each plan.
Accessing the Plan Register
You can access the Plan Register from anywhere in Hiro by clicking Plan Register option the the left-hand navigation menu shown on all Hiro pages:
Initial Setup Requirements
Before you get started with the Plan Register, you will need to set it up to match your organisational needs. There's two areas within the Settings page that you'll need to visit:
- Plan Types
Plan types in Hiro are the broad categories that define the different types of plans your organisation creates. Example plan types you might create could be "Concept" or "Detail".
Each plan type can be configured with different options and requirements. For example, you can specify the numbering format on a per-plan type basis. - Related Documents
When configured on a plan type, each plan can enable uploading "related documents", which can be any file or email in Hiro's Email Archive, which relate to the plan it is attached to.
For example, you might upload a statutory authority lodgement form in PDF format, or you might select an email in the Email Archive where you sent a copy of the plan to a statutory authority for lodgement.
This Related Documents Settings page allows you to define the types of Related Documents that can be uploaded onto each plan.
Once you've completed these setup tasks, you can commence allocating your first plan into the Plan Register. Learn more about how the adding and uploading of plans works in this article here.