To add an action plan to a resource subtype

The procedure to add an action plan to a resource subtype is as follows:

1. Navigate to Quick Menu > Allocations > Configuration > Resource Subtype. The Resource Subtype window is displayed.
2. Expand a category heading from the alphabetical list and select an associated resource subtype, or type its name into the Search Subtypes field 1.
3. Click on Action Plans. The Action Plans tab is activated.
4. Click on New Plan. The Resource Action Plan window is displayed.
5. Using the Plan name drop-down field, select the plan to be linked to the resource subtype. The SLA Days field reflects the target duration period set for the plan.
6. To set the action plan as the Default for the associated resource subtype, activate the tick box provided 2.
7. Choose an Effective from date for this linked action plan i.e. the date on which the link came into effect 3.
8. Choose an Effective to date if the link to the action plan is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the link will be continually valid.
9. Click on Confirm. The record is displayed in the Resource Action Plans summary table.
10. Repeat steps 4 through 9 to add further action plans.
11. Click on Save.

Note

1 The Search Subtypes field will match against any element of the resource subtype.

2 Where a default action plan already exists for the same resource subtype, the end user is asked to affirm the attribute transfer from one to the other.

3 The Effective from date defaults to the current system date and cannot be left blank.

See related topics...

Resource maintenance overview

To define the action path for a resource plan

To add an action to a resource plan

To create a new action for a resource type

To create a new action plan for a resource type