Our Automation Design Document Template guides you step-by-step from initiating a project, through approvals and revisions, to the final distribution.
1
Initiate the project
2
Identify the primary requirements of automation
3
Define the scope of work
4
Sketch out the initial process flow
5
Approval: Initial outline
6
Detail the steps, input, output of each functionality
7
Identify the software and hardware requirements
8
Design the architecture of the automation system
9
Create a rough draft of the design document
10
Approval: Rough Draft
11
Revise and refine the draft
12
Incorporate necessary changes and feedback
13
Make a final run-through of the design document for any errors
14
Finalize the automation design document
15
Approval: Final Draft
16
Prepare the document for publication
17
Publish and distribute the document among stakeholders
18
Gather actionable feedback
19
Approval: Document Release
20
Archive the design document and associated materials
Initiate the project
In this task, you will kickstart the automation design project. You will outline the purpose and goals of the project, as well as identify key stakeholders and team members. This task sets the foundation for the rest of the workflow.
Identify the primary requirements of automation
In this task, you will identify and document the primary requirements of the automation system. This includes understanding the pain points and challenges that need to be addressed, as well as any specific functionalities or features that are desired.
Define the scope of work
In this task, you will define the scope of work for the automation design project. This includes determining the boundaries and limitations of the project, as well as identifying any dependencies or constraints.
Sketch out the initial process flow
In this task, you will create a visual representation of the initial process flow for the automation system. This will provide a high-level overview of how the system will function and the sequence of steps involved.
Approval: Initial outline
Will be submitted for approval:
Sketch out the initial process flow
Will be submitted
Detail the steps, input, output of each functionality
In this task, you will document the specific steps, input requirements, and expected output for each functionality in the automation system. This will ensure a clear understanding of how each feature works and how it contributes to the overall workflow.
Identify the software and hardware requirements
In this task, you will identify and document the necessary software and hardware requirements for the automation system. This includes listing the specific tools, technologies, and equipment needed to implement the system effectively.
Design the architecture of the automation system
In this task, you will design the architecture of the automation system. This includes determining the different components, modules, and their relationships within the system. The architecture should be scalable, robust, and aligned with the defined requirements.
Create a rough draft of the design document
In this task, you will create a rough draft of the design document for the automation system. This document will include detailed information about the system's architecture, functionalities, and requirements. The rough draft will serve as a starting point for further refinement and iteration.
Approval: Rough Draft
Will be submitted for approval:
Create a rough draft of the design document
Will be submitted
Revise and refine the draft
In this task, you will review and refine the rough draft of the design document. This includes improving clarity, addressing any gaps or inconsistencies, and ensuring that the document accurately represents the intended design and functionality of the automation system.
Incorporate necessary changes and feedback
In this task, you will incorporate any necessary changes and feedback received during the revision process. This includes updating the design document, making necessary adjustments to the system architecture, and addressing any concerns or suggestions raised by stakeholders or team members.
Make a final run-through of the design document for any errors
In this task, you will conduct a final run-through of the design document to ensure that there are no errors, typos, or inconsistencies. This step is crucial to ensure the accuracy and quality of the design document before finalization and publication.
Finalize the automation design document
In this task, you will finalize the design document for the automation system. This includes making any last-minute adjustments, formatting the document, and ensuring that it is ready for publication and distribution among stakeholders.
Approval: Final Draft
Will be submitted for approval:
Revise and refine the draft
Will be submitted
Prepare the document for publication
In this task, you will prepare the design document for publication. This includes checking for any legal or branding requirements, adding necessary disclaimers or copyrights, and ensuring that the document is aesthetically pleasing and easy to understand.
Publish and distribute the document among stakeholders
In this task, you will publish and distribute the design document among stakeholders. This includes sharing the document through appropriate channels, such as email or document sharing platforms, and ensuring that all relevant parties have access to the document.
Gather actionable feedback
In this task, you will gather actionable feedback from stakeholders and team members who have reviewed the design document. This feedback will be used to identify any further improvements or adjustments that need to be made to the automation system's design or functionality.
Approval: Document Release
Will be submitted for approval:
Prepare the document for publication
Will be submitted
Archive the design document and associated materials
In this task, you will archive the design document and any associated materials, such as diagrams or supporting documentation. This ensures that the design document is stored securely and can be accessed if needed in the future.
