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Complete the Code Format Design Stage

Use Playbook stage Code Format Design to lock durable Vista datatype formats before Core Configuration.

Where: Mission Control → W.A.T. Implementations → Implementation Playbook → Code Format Design
Route: /missioncontrol/implementations/playbook?phase=code_format_design

Select a company first. Controls for stage navigation are in Run the Implementation Playbook. Full generator controls (examples, import/export) are in Design and approve code formats. Process context: Stage 3: Code Format Design.


Steps in this stage​

StepTitleWhat you do
1Code format readiness playbookReview purpose, impact, decide-now vs later; Next marks reviewed
2Design required formatsApprove all eight required team formats; Next stays disabled until they are ready
3Core configuration handoffConfirm summary readiness; Complete stage handoff

Footer on step 2 shows configured/required counts (for example 6/8 required formats ready). The right Required items list shows these three flow steps.


Step 1: Readiness​

  1. Open Code format readiness playbook.
  2. Review the caution, key columns affected, stage activities, and decide-now / do-later lists with the team.
  3. Click Next when reviewed.

Step 2: Design required formats​

The Playbook embeds the Code Format Generator for the current team (persist on approve).

  1. Use Refresh Formats if progress looks stale after approvals elsewhere.
  2. Optionally Open full page to work on /missioncontrol/implementations/code-format in a new tab (same team formats).
  3. In the embedded list, open each required format, set Final Format, and Approve (or use Approve All when valid).
  4. Fix any Invalid - Must End With "N" (or other validation) before approve succeeds.
  5. Watch the footer count until all 8 required formats are ready, then Next.

Required datatypes:

KeyColumn label
bGLAcctGL Account
bJobContract/Job (Project)
bPhasePhase Code (Cost Code)
bEquipEquipment Number
bCatEquipment Category
bCostCodeEquipment Cost Code
bMatlCatMaterial Categories
bPhonePhone Number

Next does not advance while step 2 is incomplete. Evidence of completion is active team code-format rows with a non-empty input mask. There is no separate Company Tracker sync panel in this stage.


Step 3: Core configuration handoff​

  1. Confirm Ready to move into Core Configuration and review the summary-only format view.
  2. Click Complete stage handoff to finish the stage.

Continue with Complete the Core Configuration stage (?phase=core_configuration).