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Adding an action plan template

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To add a new action plan template, click on the new button on the main screen toolbar.

 

Then, on the screen that will be opened, select the category that will classify the template and save the selection. To successfully add an action plan template, the logged-in user must have the Add control allowed in the security list of the selected category.

 

On the action plan template data screen that will be opened, fill out the fields of the following sections:

 

modelo_plano_dados

 

hmtoggle_arrow1General data
hmtoggle_arrow1Summary

 

Save the record. At this point, the other sections will be enabled to be filled out. Refer to the Editing an action plan template section for a detailed description about the fields that will be displayed.