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
| Step | Title | What you do |
|---|---|---|
| 1 | Code format readiness playbook | Review purpose, impact, decide-now vs later; Next marks reviewed |
| 2 | Design required formats | Approve all eight required team formats; Next stays disabled until they are ready |
| 3 | Core configuration handoff | Confirm 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
- Open Code format readiness playbook.
- Review the caution, key columns affected, stage activities, and decide-now / do-later lists with the team.
- Click Next when reviewed.
Step 2: Design required formats
The Playbook embeds the Code Format Generator for the current team (persist on approve).
- Use Refresh Formats if progress looks stale after approvals elsewhere.
- Optionally Open full page to work on
/missioncontrol/implementations/code-formatin a new tab (same team formats). - In the embedded list, open each required format, set Final Format, and Approve (or use Approve All when valid).
- Fix any Invalid - Must End With "N" (or other validation) before approve succeeds.
- Watch the footer count until all 8 required formats are ready, then Next.
Required datatypes:
| Key | Column label |
|---|---|
bGLAcct | GL Account |
bJob | Contract/Job (Project) |
bPhase | Phase Code (Cost Code) |
bEquip | Equipment Number |
bCat | Equipment Category |
bCostCode | Equipment Cost Code |
bMatlCat | Material Categories |
bPhone | Phone 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
- Confirm Ready to move into Core Configuration and review the summary-only format view.
- Click Complete stage handoff to finish the stage.
Continue with Complete the Core Configuration stage (?phase=core_configuration).