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:

|
Click on this button to add a new scheduling. See further details about this operation in the Scheduling configuration section.
|

|
Click on this button to edit the scheduling selected on the list of records.
|

|
Click on this button to delete the scheduling selected on the list of records.
|

|
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.
|
Use the "Search filters" to easily retrieve records based on specific information.
|
|