Each PAT needs to have a simple structure that can be used by project teams. To ensure this reusability aspect, Assets will be created and saved as Word, Excel, or other editable format, not as a PDF.
Each should have a simple minimalist structure for the user to embellish as they see fit. Specifically:
Standardizing the template includes the following items:
- No logos or other Header information in the template. If a project wants that, they can apply it themselves.
- Header block with the following items at a minimum:
- Dates of use (example Audit Dates)
- Project
- User name (example: Auditors) – people filling out or using the template in the project
- Some indicator for the version of the template. This can be version number or version date
- Usage instructions – minimal instructions for the user when filling out / using the template
- Table of checklist items, steps, or other list items with some form of
- Col 1 - numbering system for the checklist
- Col 2 - instruction or item
- Col 3 - acknowledgement of use (example Yes/No)
- Col 4 - Comment area
- Col 5 - Initials of the user (optional)
- Other customizations are optional such as:
- Heading styles
- Colorizing table areas
- Addition of summary or comment areas
- Naming PAT item preparing it for attachment to individual PAT pages. examples
- PAT-001 - FCA Checklist
- PAT-002 - PCA Checklist
- Each attachment is affixed to the appropriate PAT page
- PAT pages are children of the PAT Database page under SITE:Home page
- See "Add a New Pat" for instructions on building a PAT page.