The procedure to add an action to a resource plan is as follows:
- Navigate to Quick Menu > System > Configuration > Action Plans. The Action Plans window is displayed.
- Expand a resource type from the alphabetical list and select an associated action plan or type the name into the Search Action Plans field. By default the list is filtered to show Current action plans. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations
1.
- Click on Actions. The Actions tab is activated.
- Click on New Action. The Plan Action window is displayed.
- Using the Action drop-down field, select the appropriate action to be added to the resource plan.
- Choose an Effective from date for this linked action i.e. the date on which the link came into effect 2.
- Choose an Effective to date if the link to the action 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.
- Click on Confirm. The linked action is displayed in the Actions summary table 3.
- Repeat steps 4 through 8 to add further actions to the resource plan.
- Click on Save 4.
Note
1 The Search Action Plans field will match against any element of the action plan description.
2 The Effective from date defaults to the current system date and cannot be left blank.
3 To remove an action from the plan, double-click on the desired row in the Actions summary table and change the Effective to date to be in the past.
4 All actions linked to the plan are displayed alphabetically and do not indicate the order of execution (the plan path); at this stage their inclusion is simply to define the range of actions that are potentially available for selection within a live Organisation Asset, Non-Organisation Asset or Service plan.
See related topics...
Resource maintenance overview
To define the action path for a resource plan
To create a new action for a resource type
To create a new action plan for a resource type
