Plan Designer: How to Create a Plan
UG Expert Kylie Kiser continues reviewing Plan Designer by working through the steps to create the plans. Plan Designer is the new low-code way to generate a whole plan and apps, and move forward with different scenarios.
Key Takeaways
- Prompting the plan generation: Kylie selects an employee leave management system to create a plan. She copies a scenario tracking employees’ submissions for different leave types. With this demonstration happening in real time, users are able to see how much time it takes to generate the plan as well as other elements.
- Providing information: “I think it’s really important for us to make sure we’re using a clear and concise problem statement to make sure that it has the most information that it needs,” she notes. With clear input, the system can extract the different user roles that are involved and propose different workflows that should be in there.
- Reviewing and fine-tuning: Once it’s done, users can use Copilot to add to the plan and edit it as needed. Kylie evaluates the plan as well as the data model to ensure it’s working as expected. After reviewing and approving, she saves the progress.
- Final steps: At this stage, users can create a new solution rather than using the default solution. It’s also important to make sure to select the right publisher.
