In the effort to help our customers go paperless, Blue Mountain RAM’s Work Plan Template (WPT) feature is designed to allow users to mimic SOP instructions for preventative maintenance (PM) and other procedures followed during execution of validation and calibration work.

Features of Blue Mountain RAM’s WPTs:

  • As a process controlled record, users can include a review signature by the Quality department or a supervisor level Blue Mountain RAM user.
  • Configuration settings can be applied on both a WPT level and a Work Plan step level.
  • WPTs can be created and attached to private events, shared events or On Demand Work records.
  • One WPT can be used for one type of Asset following the same SOP/Protocol.

WPTs are created as a unique record in Blue Mountain RAM and attached to Events for use with an ongoing schedule. The benefit to having the WPT record is that it can have its own Workflow, much like an Asset, to allow for version control and audit trail tracking.

Utilizing Work Plan Templates in Blue Mountain RAM 
Step 1: Adding a New WPT

To create a WPT use the “Add WP Template” button on any Workspace configured with the Action Item. Alternatively, navigate to any WPT query and select the “New” button.

At the top of a WPT record, the “Template Name” field is the WPT’s unique identifier, which cannot be duplicated in the Blue Mountain RAM software. The “Status” field determines which state the record is in based on the rule designated for the WPT record.

Step 2: Adding Steps and Configuration

There are two areas of a WPT: steps and configuration. The “Steps” tab allows you to add new steps and design/modify each step of the Work Plan. The “Configuration” tab allows you to edit configuration items that affect the entire WPT. Within the “Steps” tab there are three sub tabs: “Details”, “Criteria” and “Configuration.” The values in all of these fields are unique to each WPT step. This allows you to build a versatile WPT to match a written SOP as closely as possible.

To create a new Step select the New button under the “Steps” tab. Note that the “Step No:” and the “Details:” fields are required. You have the ability to add required criteria to a step if necessary under the “Criteria” sub tab. Additionally, WPT steps can be designated as required during Work execution through the “Configuration” sub tab.

Once a WPT is complete, ensure it has been transitioned to a state where it is determined to be assignable. Note: The WPT is determined assignable when the appropriate flag is raised.

Step 3: Attaching to an Event

The next step is to attach a WPT to an Event on an Asset. You can do this in the “View” window while editing any Event in Blue Mountain RAM. Using the Insert button, select the WPT you want to use with all Work scheduled against the Event moving forward.


Step 4: Completing the Work Plan

On a Work Record, Work Plan Templates become Work Plans. To execute a Work Plan, put the Work Record in Edit mode, select “View” and then click “Work Plans”. You’ll be able to select the Work Plan(s) attached to the Work Record.

Once open, you can begin execution by marking steps as complete using the “Completed” check box. Note: Double clicking a step opens the details in an exploded view.

Once all required steps have been marked as complete, the Work Plan itself can be marked as complete at the top of the Work Plan window. A work plan can also be failed, which will be reflected on the Work Record.

Some major features of Work Plans on Work Records in Blue Mountain RAM include:

  • Execution of a step by step instruction list of work to be completed.
  • Tracking of who executed a step and when they completed it.
  • Ability for users to add comments to a step completed during work execution.
  • Application of E-Signatures on any step to mimic a physical signature on a Hard-Copy SOP (if configured). The E-Signatures are 21 CFR Part 11 compliant as well.
  • “Exploded” view of steps to allow executers to enter comments.

Work Plan Templates will help you become more efficient in the execution of work. The ability to create step by step Work Plans based off of SOPs and Procedures will help you go paperless and allow you to track who executed specific steps in the process and when they executed it. These Work Plan Templates can be attached to shared and private Calibration, Maintenance, Validation and General Events and Work records to help streamline execution of work in and out of Blue Mountain RAM.

For more information on Work Plan Templates reference the Work Plan Template Chapter in the Blue Mountain RAM User Guide included with your software. For information on further training or for assistance beginning to implement and utilize Work Plan Templates in your Blue Mountain RAM solution contact your Regional Sales Manager at 814-234-2417.