|
<< Click to Display Table of Contents >> Manage Plans |
  
|
|
<< Click to Display Table of Contents >> Manage Plans |
|
The Manage Plans function allows a manager with control panel access or a system administrator to control which plans are available to users, plus perform a number of administrative activities.
1.Click the Create a new plan link. (If the Goal-based plan option is enabled, you will be able to select either a Free-form or Goal-based plan.
2.Enter a plan Title and Description. The title must be unique. You will receive an alert message if you enter a title that is already in use.
3.For a Goal-based plan, you have the option of having the system automatically build plan headers from all or selected departments.
4.Check Budget if you want to associate a budget with the plan. You can set a budget value later using Manage Plans > Settings
5.Check Report Target if you want to allow other plans or surveys to link to this plan.
6.For a Goal-based plan, check the Workflow parameter if you want each goal to have an approval workflow associated with it.
Note: Free-form plans can also have workflow associated if required.
7.Select the Field Set to be used. A list of the fields in the set will be displayed. This function defines the input fields to be completed by users assigned to the plan. You can edit these fields later; see Plan fields. See also Control Panel > Field Sets.
8.Click Submit
As you add plans, the list will look similar to the following:
Each plan is listed with a Title and Description. It may also be listed as Free-form or Goal-based.
The Cycle contains the number of the cycle that the plan is currently in. Plan cycles are set using the Properties function. For additional information see Manage Plans > Plan Cycles
The Timeframe contains the name of the timeframe that is associated with the cycle. Timeframes are set using the Properties function. For additional information see Control Panel > Timeframes
The Status of a plan determines its availability to team members. The status is set using the Properties function. There are three possible settings:
•Online - the plan is available and may be edited by the assigned team members
•Locked - the plan is available for viewing only; it cannot be edited by the assigned team members
•Offline - the plan is not available; it will not appear on the assigned team members list of plans
The Build function lets you add rows to your plan. A plan is not useable unless it is first built. See Building a Plan.
You cannot build a plan unless it has a status of Offline. See Properties.
A plan may be removed from the list by using the Delete link, provided that it has a status of Offline.
Removing a plan is irrevocable and will delete all associated field data and supporting documents.
To be available, users must next be assigned to one or more of the plan's teams.
Click the Teams function link and follow the process described in the Teams section to achieve this.