Release Operational Excellence v1.1.0.0

Author: jlhofmann-microsoft

operations/operational-excellence/BUILD.md

@@ -10,8 +10,6 @@ The **Operational Excellence** module provides a structured framework for managi
 Represents an unplanned operational disruption, failure, or adverse event that impacts services, assets, programs, personnel, or mission execution.
 
 **Completed:**
-
-**Completed Last Round:**
 - Incident Number: Text
 - Incident Type: Choice (Operational Incident Type)
 - Incident Stage: Choice (Operational Incident Stage)
@@ -45,6 +43,8 @@ Represents an unplanned operational disruption, failure, or adverse event that i
 - Related After Action Report: Lookup (After Action Report)
 - Supporting Document: Lookup (Document)
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -55,8 +55,6 @@ Represents an unplanned operational disruption, failure, or adverse event that i
 Represents a facility, asset, program, process, site, or other entity subject to inspection, evaluation, or operational oversight.
 
 **Completed:**
-
-**Completed Last Round:**
 - Item Code: Text
 - Parent Operational Item: Lookup (Operational Item)
 - Item Type: Choice (Operational Item Type)
@@ -73,6 +71,8 @@ Represents a facility, asset, program, process, site, or other entity subject to
 - Is Critical: Yes / No
 - Security Classification: Choice (Security Classification)
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -81,8 +81,6 @@ Represents a facility, asset, program, process, site, or other entity subject to
 Represents a structured evaluation or review of an Operational Item to assess compliance, condition, performance, or adherence to standards or requirements.
 
 **Completed:**
-
-**Completed Last Round:**
 - Inspection Number: Text
 - Inspection Type: Choice (Operational Inspection Type)
 - Inspection Stage: Choice (Operational Inspection Stage)
@@ -110,6 +108,8 @@ Represents a structured evaluation or review of an Operational Item to assess co
 - Recommendations: Memo
 - Supporting Document: Lookup (Document)
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -120,8 +120,6 @@ Represents a structured evaluation or review of an Operational Item to assess co
 Represents a planned proactive operational activity such as an exercise, drill, workshop, or structured operational test conducted to evaluate performance, coordination, or capability.
 
 **Completed:**
-
-**Completed Last Round:**
 - Event Number: Text
 - Event Type: Choice (Operational Event Type)
 - Event Stage: Choice (Operational Event Stage)
@@ -149,6 +147,8 @@ Represents a planned proactive operational activity such as an exercise, drill,
 - Actual Cost: Currency
 - Supporting Document: Lookup (Document)
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -157,8 +157,6 @@ Represents a planned proactive operational activity such as an exercise, drill,
 Defines a specific objective or capability that an Operational Event intends to test, validate, or achieve. Used to measure whether the event met its intended purpose.
 
 **Completed:**
-
-**Completed Last Round:**
 - Operational Event: Lookup (Operational Event)
 - Objective Number: Integer
 - Objective Description: Memo
@@ -170,6 +168,8 @@ Defines a specific objective or capability that an Operational Event intends to
 - Actual Performance: Text
 - Evaluation Notes: Memo
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -178,8 +178,6 @@ Defines a specific objective or capability that an Operational Event intends to
 Captures the results of an Operational Event, including whether objectives were met, performance observations, metrics achieved, and summary conclusions.
 
 **Completed:**
-
-**Completed Last Round:**
 - Operational Event: Lookup (Operational Event)
 - Operational Event Objective: Lookup (Operational Event Objective)
 - Outcome Type: Choice (Operational Outcome Type)
@@ -195,16 +193,16 @@ Captures the results of an Operational Event, including whether objectives were
 - Evaluator: Lookup (Person)
 - Evaluation Date: Date
 
-**Planned:**
+**Completed Last Round:**
+
+**Planned:****
 
 ---
 
 ### Operational Event Participant
 Identifies individuals, teams, or organizations involved in an Operational Event, including their role (e.g., participant, evaluator, facilitator, observer).
 
 **Completed:**
-
-**Completed Last Round:**
 - Operational Event: Lookup (Operational Event)
 - Person: Lookup (Person)
 - Organization Unit: Lookup (Organization Unit)
@@ -215,6 +213,8 @@ Identifies individuals, teams, or organizations involved in an Operational Event
 - Performance Notes: Memo
 - Feedback: Memo
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -225,8 +225,6 @@ Identifies individuals, teams, or organizations involved in an Operational Event
 Represents a formal evaluation of whether an organization, unit, facility, program, or capability is prepared to perform its intended mission or function during a specified period.
 
 **Completed:**
-
-**Completed Last Round:**
 - Assessment Number: Text
 - Assessment Type: Choice (Operational Readiness Assessment Type)
 - Readiness Assessment Stage: Choice (Operational Readiness Assessment Stage)
@@ -258,6 +256,8 @@ Represents a formal evaluation of whether an organization, unit, facility, progr
 - Next Assessment Date: Date
 - Supporting Document: Lookup (Document)
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -268,8 +268,6 @@ Represents a formal evaluation of whether an organization, unit, facility, progr
 Represents a deficiency, gap, issue, observation, or lesson identified during an Incident, Inspection, Operational Event, or Readiness Assessment. Findings typically require review and potential corrective action.
 
 **Completed:**
-
-**Completed Last Round:**
 - Finding Number: Text
 - Parent Operational Finding: Lookup (Operational Finding)
 - Finding Type: Choice (Operational Finding Type)
@@ -303,6 +301,8 @@ Represents a deficiency, gap, issue, observation, or lesson identified during an
 - Related Risk Item: Lookup (Risk Item)
 - Supporting Document: Lookup (Document)
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -311,8 +311,6 @@ Represents a deficiency, gap, issue, observation, or lesson identified during an
 Represents a proposed corrective, preventive, or improvement action developed in response to an Operational Finding. Recommendations may result in formal action items and tracked remediation efforts.
 
 **Completed:**
-
-**Completed Last Round:**
 - Recommendation Number: Text
 - Parent Recommendation: Lookup (Operational Recommendation)
 - Operational Finding: Lookup (Operational Finding)
@@ -343,6 +341,8 @@ Represents a proposed corrective, preventive, or improvement action developed in
 - Verification Date: Date
 - Verification Notes: Memo
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -353,8 +353,6 @@ Represents a proposed corrective, preventive, or improvement action developed in
 Captures reported operational contributions, improvements, cost savings, efficiencies, or risk reductions submitted by personnel. Used to track bottom-up operational impact and improvement signals.
 
 **Completed:**
-
-**Completed Last Round:**
 - Impact Number: Text
 - Impact Type: Choice (Operational Impact Type)
 - Impact Stage: Choice (Operational Impact Stage)
@@ -388,6 +386,8 @@ Captures reported operational contributions, improvements, cost savings, efficie
 - Recognition Date: Date
 - Supporting Document: Lookup (Document)
 
+**Completed Last Round:**
+
 **Planned:**
 
 ---
@@ -430,7 +430,7 @@ Inspection reports, event plans, assessment documents.
 
 ## Choice Fields
 
-**Completed Last Round:**
+**Completed:**
 
 ### Operational Impact Type
 - Cost Savings

operations/operational-excellence/CHANGELOG.md

@@ -2,8 +2,24 @@
 
 ## Unreleased
 
+## [1.1.0.0] - 2026-04-07
+
 ### Added
-- 
+- **Operational Excellence Module**: 12 entities with 290+ fields supporting incident management, inspections, exercises, readiness assessments, findings, recommendations, and operational impact reporting
+  - Incident Management: Operational Incident
+  - Inspection Management: Operational Item, Operational Inspection
+  - Operational Events & Exercises: Operational Event, Operational Event Objective, Operational Event Outcome, Operational Event Participant
+  - Readiness Assessment: Operational Readiness Assessment
+  - Findings & Recommendations: Operational Finding, Operational Recommendation
+  - Operational Impact Reporting: Operational Impact
+- **Choice Sets**: 22 global option sets including incident types, inspection types, event types, readiness assessment types, finding types, recommendation types, impact types, improvement areas, innovation categories, participant roles, and workflow stages for incidents, inspections, events, assessments, findings, recommendations, and impacts
+- **Baseline Forms and Views**: Initial configuration for all 12 entities
 
 ### Changed
-- 
+- **Status Field Refactoring**: Replaced legacy status-specific choice fields with standardized Stage workflow patterns and Core reusable statuses (Item Decision Status, Item Acceptance Status, Action Status, Compliance Status, Overall Result, Item Readiness Status, Item Performance Rating, Objective Result)
+- **Field Refinement**: Operational Impact Review Status replaced with Item Decision Status for consistency with Core decision-tracking patterns
+
+### Removed
+- Legacy choice fields: Operational Impact Review Status — replaced with Item Decision Status
+
+---

operations/operational-excellence/src/Other/Customizations.xml

@@ -1,5 +1,5 @@
 <?xml version="1.0" encoding="utf-8"?>
-<ImportExportXml xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" OrganizationVersion="9.2.26031.180" OrganizationSchemaType="Standard" CRMServerServiceabilityVersion="9.2.26031.00182">
+<ImportExportXml xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" OrganizationVersion="9.2.26031.182" OrganizationSchemaType="Standard" CRMServerServiceabilityVersion="9.2.26031.00182">
   <Entities />
   <Roles />
   <Workflows />

operations/operational-excellence/src/Other/Solution.xml

@@ -1,12 +1,12 @@
 <?xml version="1.0" encoding="utf-8"?>
-<ImportExportXml version="9.2.26031.180" SolutionPackageVersion="9.2" languagecode="1033" generatedBy="CrmLive" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" OrganizationVersion="9.2.26031.180" OrganizationSchemaType="Standard" CRMServerServiceabilityVersion="9.2.26031.00182">
+<ImportExportXml version="9.2.26031.182" SolutionPackageVersion="9.2" languagecode="1033" generatedBy="CrmLive" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" OrganizationVersion="9.2.26031.182" OrganizationSchemaType="Standard" CRMServerServiceabilityVersion="9.2.26031.00182">
   <SolutionManifest>
     <UniqueName>appbase_operationalexcellence</UniqueName>
     <LocalizedNames>
       <LocalizedName description="App Base - Operational Excellence" languagecode="1033" />
     </LocalizedNames>
     <Descriptions />
-    <Version>1.0.0.3</Version>
+    <Version>1.1.0.0</Version>
     <Managed>2</Managed>
     <Publisher>
       <UniqueName>appbase</UniqueName>