Plan Type

Creating a Plan Type

Name: OpenEMIS Monitoring
Article Name: Creating a Plan Type
Category/Module: Configure Plan
Tags: Plan Type
Version: 1.0.1
Date Updated: 03 Nov 2017


1. Navigate to Configure

2. Click the add button

3. Enter Label – the name of the Plan Type

4. Enter Description (optional)

5. In the Plan Mode dropdown, select ‘Plan Type’

6. Tick the checkbox in Fixed Content (optional)

7. Click the save button

You will be directed to the Overview page of the new Plan Type that you have created.
You may edit the Label, Description, Fixed Content and Plan Fields by clicking the edit button .

Also, you will be able to add the following in this page:
– Levels
– Tags and Markers
– Fixed Framework
– Score
– Financial Indicator
– Style
– Phase Management

Note: A Plan Type is required to have Levels, Tags and Markers, Phase Management and Reporting Phase in order to create a Plan later on.

Tags: ,

  • The Author
  • Oct 04, 2017
    Modified 7 years ago

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