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<< Click to Display Table of Contents >> Plan Settings |
  
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<< Click to Display Table of Contents >> Plan Settings |
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You can set an overall budget for the plan in whole dollars (no cents). This will be displayed on the Summary snapshot page.
Note: Only available if plan includes a budget. See Manage plans.
Click on the Cycles link to list the current and prior cycles for this plan. Use the Edit link to change the cycle Name as appropriate.
Note: Once you have started the new cycle, assigned team members will not be able to edit information in the prior cycle, unless your system has been configured to allow this for Goal-based plans.
To move a plan to a new cycle, use the New Cycle function.
You can only start a new cycle if there is a timeframe available with dates later that the current cycle. See Timeframes.
•To copy forward the content and status of any existing fields to the new cycle, check the relevant fields.
•Check the Omit if Complete parameter if you do not want those fields that are marked 'Complete' to be copied. (See below).
For fields where the Omit if Complete parameter has been checked, the system will not copy forward the content of the field.
In the case of repeatable fields [R] any repeated instances of the field itself that are complete will not be copied. If the field is a parent, any child fields will also not be copied, irrespective of status.
Additional parameters are provided to determine what to copy, i.e. responses, links, files, assigned portal users.
The input fields for a plan may be edited. You can add and delete fields or change the attributes of an existing field.
1.Click the Add link.
2.Enter the field Name and optional Detail.
3.Select the field Type. Field types that require a selection must have parameters. See Edit a Field below.
4.Check the Attachments box if you want to allow files to be uploaded.
5.Enter a field Key (optional). Keys can be used to identify fields in spreadsheet reports.
6.Click Submit.
1.Click the Edit link next to the field.
2.Change the field attributes as appropriate.
3.Change the field Position if required. This determines the order in the list of fields.
4.Click Submit.
5.If the field requires a selection, click on the Parameter link.
6.Click the Create a Field parameter link.
7.Enter the parameter Name and optional Description.
8.Enter an answer Key (optional). Keys can be used to identify answers in spreadsheet reports.
9.Click Submit.
Each plan may have its own set of specific attributes for the published plan website or document (PDF) format.
Note: Some of these functions may not apply to custom designed website templates.
1.Click the Banner link.
2.Browse for a suitable graphics file. This must be a GIF image file that conforms to the required dimensions. A minimum of 300dpi is recommended for good print quality.
3.Click Submit.
1.Enter text for the title, header and footer as appropriate.
2.Click Submit.
Click the Preamble function link to open the Text Editor and add an introduction to a plan in both website and PDF formats. When finished, click the Submit button and the preamble will be updated. It may be edited at any time as required.
1.Click the Banner Upload link.
2.Browse for a suitable graphics file. This should be a GIF image file that conforms to the required dimensions.
3.Click Submit.
Images that exceed the recommended dimensions may cause problems with the tabs on the website.
1.Enter text for the header, sub-header and footer as appropriate to appear on each website page (excluding the welcome page).
2.Click Submit.
The locations feature allows you to specify one or more web-server locations for your published plan. At least one location must be specified in order to publish a plan website to a web-server.
1.Click the Create location link.
2.Enter a Name for the location.
3.Enter the Server information. This will typically be an IP address or FTP path.
4.Enter a Logon and Password.
5.Enter a Path. This is a directory location on the server.
Note: If you are not familiar with these settings, contact your Network Administrator.
The standard website template format uses a tab metaphor to access the various parts of a plan.
These labels can be edited if required. Check the box to enable/disable a tab.
The home page of the plan website includes an area for a welcome message. Use the text editor to add a message.
If any rows in the plan have been assigned to portal users, you can email each of them a secure link to the plan fields.
1.Edit the email Subject if appropriate.
2.Add a Message which will appear in the body of the email. For example "Click on this link to access and update your plan input."
3.Click Submit. The email(s) will be generated.
You can assign portal users to a plan via import. Follow the onscreen instructions to generate and complete the spreadsheet.