Create a Response Plan

You use the Response Plans (SP) application to create response plans records. Response plans specify the actions and notifications for a work order, ticket, or sales order. You apply response plans to tickets, work orders, and sales orders in their respective applications.  

To create a response plan in the Response Plans (SP) application:

  1. On the toolbar, click New Response Plan . If the Response Plan field is empty, enter a value.

  2. Enter a description in the Response Plan Description field. To enter or view additional information, click Long Description .

  3. In the Applies To field, enter a value or click Select Value to specify the record type to which the response plan applies.

  4. In the Ranking field, enter a ranking value. If more than one response plan is applicable to a record, the ranking value is used to select a plan. A lower number in the Ranking field takes precedence over a higher number.

  5. In the Dates section, enter appropriate date values.

  6. In the Applies To Calendar section, specify the organization, calendar, and shift for records to which you intend to apply the response plan. If you add values in these fields, they are used as part of the matching logic when selecting a response plan for a record. The response plan is applied only to records reported during this calendar and shift.

  7. Fill in additional fields on this tab as needed. For example, you can assign an owner and the responsible vendor. Apply a ticket template to fill in fields and a job plan to specify work tasks. An asterisk (*) indicates a required field.

  8. Enter additional data on other tabs:

  1. Click Save Response Plan . The response plan is not available to apply to records until you change the status to ACTIVE.

See Also

About Applying Response Plans

Add Conditions to Response Plans

Add Locations to a Response Plan

Add Assets to a Response Plan

Add Response Actions to a Response Plan

Change Status