1.Design and Development

1.1 Definition of Process Asset Templates

Process Asset Templates are a natural evolution of guidance in SWEs and Topics. They typically start out as checklists, process step lists, document content structures, or other content and evolve into templates that can be used in project activities or as prototypes to be modified, tailored, and improved before being used in a project.

Process Asset Templates is a general category of pages. Any page that is not a SWE, topic, or the Introduction page is eligible for inclusion here.  These pages include: 

• Checklists - preformatted checklists to be used in some activity. Can be modified to suit a project's unique needs. 
• Process Lists - lists of things that may be done in some specified order. Can be modified to suit a project's unique needs. 
• Principles - a previously not numbered group of pages but are being included in this effort for consistency

A PAT will be numbered so that existing code in templates and macros for references and tools can be reused. The PAT number series will be included in the first 7 characters of the page title. 

1.2 Layout of PATs  

The PATs are being developed in two spaces on the SWEHB site: SITE, and SWEHBVD

In SITE space

• The SITE space is the location of the PAT Database. This is where the PATs are located. From This location, they will be available to all versions of the SWEHB. The container page is named “PAT Database” and it a child of the “Home” page of SITE.
• The template for the “pat” is stored in SITE. This is used as the Live Template for creating PAT pages.

In SWEHBVD space

• The first PATs are implemented in SWE-084 and Topic 7.10. More will follow as the PAT ToDo List is worked on. 

3. PAT Maintenance

3.1 Assets in a PAT

Every asset that becomes a Process Asset Template in SWEHB gets it's own page in the SITE space. From this location, the PAT can be: 

• maintained under the version control afforded by Confluence, 
• has certain standard formatting, as Word documents, Excel spreadsheets, PowerPoint presentations, etc.
• made available to all versions of SWEHB by using the Include Page and Excerpt Include macros. 

3.2 PAT Life cycle

Each Process Asset Template goes through a life cycle where it is created, implemented in a SWEHB page, updated, and finally retired or replaced. 

1. Create a PAT according to SWEHB standards - May be a Word doc, Excel Spreadsheet, or other type of reusable format. 
   1. Must be stored in usable format, not a PDF. 
   2. Details in Configuring an Asset as a PAT
2. Implement PAT in SWEHB pages
   1. Create the PAT page in PAT Database

Expand the items below as needed to complete items in the PAT flow. 

3.2 Building / Updating PAT Pages 

4. PAT Related Pages

This is a list of PAT related pages in SITE 

• Checklists for PATs — Use these checklists when building a new PAT or updating a PAT so you don't forget something. 
• Full Detail PAT Reports — Full Detail includes all page codes. Useful for testing. 
• PAT Categories — This page includes reports for all categories of PATs used in SWEHB. When all of the assets listed in PAT Checklists are put in the PAT Database, these reports will match the category groupings in PAT Checklists. 
• PAT Categories - MT — This page includes reports for all categories of PATs used in SWEHB that have no PATs in them.  
• PAT Checklists — This is a list of where the PATs fall in the various categories. See PAT Categories for reports that display assets from the PAT Database that are in each category. 
• PAT Database — This table includes Process Asset Templates from across the Handbook. 
• PAT Retired — This page is a container for PATS that have been retired. 
• PAT Test Page — Use this page to test a new PAT.
• PAT ToDo List — This is a quick list of PATs to be built, along with PATS that have been built. It is manually maintained. It includes a list of category codes and a full database report of existing PATs. 
• Reports for Asset Categories — This page is a collection of reports for different groups of assets. It includes PageCodes and Category reports, SWE, Topic and Other reports.