Creating Workpacks

A workpack is the live, working copy of an inspection and test plan (ITP) for a specific project. You create one at the start of a project — usually from a published template — then work through its checkpoints on site as the job progresses. This page explains how to start a new workpack, what gets copied from a template, where your workpacks are listed, and how to clone an existing one.

Templates are reusable blueprints; the workpacks you create from them are the editable, executable instances. To author and publish templates first, see Workpack Templates.

Before You Start

To create workpacks you need the Workpacks manage permission on the team account. With view-only access you can open and read workpacks, but the New workpack button won't appear.

If you plan to create from a template, make sure the template is published — only published templates can be selected when creating a workpack.

Starting a New Workpack

1. Click Workpacks in the left sidebar to open the Project workpacks list.
2. Click the New workpack button in the top right corner.
3. The New project workpack dialog opens. Complete the fields below.
4. Click Create workpack.

Once created, you're taken straight into the new workpack so you can start tailoring it.

Filling In the Details

The create dialog asks for a small set of details that anchor the workpack to a project and give it a starting structure:

• Client (optional) — Choose the client this workpack is for. Picking a client narrows the project list to that client's projects. You can leave this blank.
• Project — Required. Choose the project the workpack belongs to. Every workpack lives on exactly one project.
• Template — Choose a published template to base the workpack on, or pick No template — blank workpack to start from an empty document. Each template is listed with its version number (for example, "Concrete pour ITP (v3)") so you know which authored version you're copying.
• Document type — Shown only when you start blank. Inspection & Test Plan (ITP) is the type available today; other document types appear in the list marked "(coming soon)" but can't yet be selected. When you create from a template, the type comes from the template, so this field is hidden.
• Workpack name — A clear, descriptive name for this specific workpack, for example "L3 Slab Pour — Concrete ITP". This is what appears in the workpacks list and on the closeout document.

What Gets Copied From a Template

When you choose a template, the workpack starts as a tailored copy of that template's authored content, so your team isn't building the document from scratch on every project:

• All of the template's activity rows are copied in — the checkpoints, their descriptions, acceptance criteria, classifications (Hold, Witness, Monitor), and reference details.
• The workpack's document type, and any trade and locale set on the template, carry across.

The copied rows are now yours to adjust for this project — you can edit, add, reorder, or remove activities before the workpack is submitted for approval. Approvers, history, and per-row sign-offs are not part of the template; you set up the approver chain on each workpack and work through sign-offs on site. See On-Site Execution for how sign-offs work.

If you start a blank workpack instead, you begin with no activity rows and build the checkpoints yourself in the workpack.

Tip: Prefer creating from a published template wherever possible. Templates keep your inspection plans consistent across projects and let you import an existing ITP as a PDF and have its rows extracted automatically — see Workpack Templates.

Finding Your Workpacks

The Project workpacks list is the home for every workpack on the account. Two tabs sit above the list:

• Active — Workpacks currently in play, at any stage of their lifecycle.
• Archived — Workpacks that have been archived and hidden from the active list. Archived workpacks show how many days remain before they're permanently removed, and can be restored from here.

Reading the List

Each row in the table shows:

• Name — The workpack name. Click it to open the workpack.
• Project — The project the workpack belongs to.
• Type — The document type, such as Inspection & Test Plan (ITP).
• Status — Where the workpack is in its lifecycle. Possible statuses are Draft, Submitted, Approved, Active, Re-approval pending, Rejected, Closed, and Archived.
• Last edited — When the workpack was last changed.

If you don't have any workpacks yet, the page shows a short prompt with a New workpack button so you can create your first one.

Opening a Workpack

Click the workpack's Name in the list to open it. From the workpack you can review its details, edit activities while it's a draft, set up the approver chain, and submit it for approval. See On-Site Execution and Approvals for what happens next.

Cloning an Existing Workpack

If you've already built and tailored a workpack and want another one just like it, you can clone it rather than starting over.

1. Open the workpack you want to copy.
2. Click Clone (also available from the workpack's More actions menu).
3. In the Clone this workpack dialog, edit the New workpack name — it defaults to the original name with "(copy)" added.
4. Click Clone workpack.

The clone is created as a fresh Draft on the same project, carrying over the same activities. The approval chain, history, and per-row sign-offs are not copied — only the authored content. You're taken into the new draft so you can adjust it and submit it for approval when ready.

Note: Cloning copies a workpack into another workpack. If instead you want to turn a workpack into a reusable blueprint for future projects, use Save as template — see Workpack Templates.

What's Next

• On-Site Execution — Work through Hold, Witness, and Monitor points and sign off activities.
• Approvals — Set up the approver chain and submit the workpack for sign-off.
• Workpack Templates — Author, version, and publish the templates you create workpacks from.