To add an additional entry to a services resource action plan

The procedure to add an additional entry to a services resource action plan 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. Using the Episode drop-down field, ensure that the allocations episode associated with the relevant action plan is selected.
5. Click on New Action. The Action window is displayed.
6. Using the New action drop-down field, select an additional action to be linked to the services resource, filtered by the action plan in current focus 2.
7. Choose a Start date for the additional action 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 individual action commences for the services resource 3. The Target date field is populated with the anticipated completion date, derived from the number of SLA days linked to the individual action record.
8. Use the Notes field to add any contextual data that is relevant to the linked action; the expansion arrow () can be employed to increase the size of the text entry field.
9. Click on Save. The additional action is added to 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 Only actions linked to the current plan but not already defined as part of the critical action path will be available for selection.

3 The Start date defaults to the current system date and cannot be left blank; in contrast, the Completed date for a newly-added action would typically be left blank at the point of initial entry.

See related topics...

Services resource management overview

To add an action plan to a services resource

To create a new action for a resource type

To create a new allocations episode for a services resource