Relate an action plan to a visit to connect an action plan template with the visit. An
action plan template contains the tasks and the task's related assessment indicators. When an
action plan template is related to a Visit record, the tasks and the related indicators within the
template are automatically related to the visit.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions. |
| User Permissions Needed |
| To create action plans: |
- Partner Visit Management permission set
- Create access on Visit and Action Plan Template
|
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From the App Launcher, find and select Visits.
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Select the required visit.
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On the Related tab of the visit, under Action Plan click New Plan.
Or, if the admin has added the Action Plan List card to the Visit page layout, click
New Plan.
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Enter a name for the action plan.
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Search for and select a published action plan template to assign to the visit.
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Select a start date for the template-Visit record relation.
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Click Next.
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Review the tasks that are related to the template, and then save your changes.
