To add an action plan to a services resource

The ability to add a new plan to a services resource provides the option to switch from the current plan to the new one, with the first action contained in the new plan being set as the starting point, by default; a current allocations episode must be linked to the services resource as a prerequisite step.

The procedure to add an action plan to a services resource is as follows:

1. Using the Advanced search spy-glass (), select Resource as the Search for and Search by category, and enter the Resource description as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Resource Details window is displayed.
3. Click on Action Plan. The Action Plan tab is activated.
4. With the current resource Episode displayed in the corresponding drop-down field, click on New Plan. The Action Plan window is displayed, revealing the current plan in operation.
5. Using the New plan drop-down field, select the action plan to be linked to the services resource 2.
6. Choose a Start date for the first action in the plan using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date on which the action plan commences for the services resource.
7. Click on Save 3. All actions within the action plan path are displayed in the Action History summary table.

Note

1 Additional search criteria may need to be employed (e.g. address, post code, resource type) to ensure that the correct services resource record is returned.

2 System validation rules ensure that the action plans available for selection match the subtype to which the resource is linked.

3 Only one action plan can be effective at any one time; where an existing plan is already in operation, the Cancelled Date will be automatically populated to coincide with the start of the new plan.

See related topics...

Services resource management overview

To add an additional entry to a services resource action plan

To create a new allocations episode for a services resource