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Location: Configuration  Scheduling
Prerequisite:
▪Action plan template
Overview:
Through this menu, it is possible to configure schedulings to create action plans from templates, in certain time intervals, generating recurrent action plans.
Specific buttons:
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Click on this button to add a new scheduling. See further details about this operation in the Scheduling configuration section.
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Click on this button to edit the scheduling selected on the list of records.
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Click on this button to delete the scheduling selected on the list of records.
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Click on the arrow located next to this button to configure a new report or associate an existing report or to view the parameters that may be used in the configuration of new reports.
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Use the "Search filters" to easily retrieve records based on specific information.
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