Plans

Creating a Plan

Name: OpenEMIS Monitoring
Article Name: Creating a Plan
Category/Module: Plans
Tags: Plan
Version: 1.0.1
Date Updated: 04 Oct 2017

Pre-requisite: There must be an existing Plan Template

1. Navigate to Plans
2. Click the add button
3. In the Select Template dropdown, select a Plan Template
4. In the Plan Area dropdown, select an area
5. In the Start Date field, select the start date for your plan
6. In the End Date field, select the end date for your plan
7. In the Status field, select the status of your plan
8. Tick the Is Current checkbox (optional)
9. In the Reporting Phase field, select a reporting phase
10. Click the save button

Related Articles

  • Exporting Plans

    Name: OpenEMIS Monitoring Article Name: Exporting Plans Category/Module: Plans Tags: Export, Plan Version: 1.0.1 Date Updated: 04 Oct 2017 Pre-requisite: There must be an existing Plan 1. Navigate to Plans...