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Performing Planning Actions

The Planner can perform actions related to Tasks and Operation Plans.

Actions available to the Planner can be classified into three broad categories. They are:

  1. General Planning Actions.

  2. Actions when a single Task is selected.

  3. Actions when two or more Tasks are selected.

  4. Actions when an Operation Plan is selected.

General Planning actions

Actions related to Tasks and Operation Plans can be performed. These options are available when no Tasks are selected.

General_actions_avaialble.png

These are the general Planning actions available on the right hand side of the screen.

options_for_general_planning_.png

  1. Task Filter Option: Allows the user to filter the Tasks based on criteria.

  2. Archived Tasks: Allows the user to retrieve the Archived Tasks and Unarchive them.

  3. New Task: Allows the user to create a New Task.

  4. Instantiate a new Operation Plan: Allows the user to instantiate an Operation Plan.

  5. Refresh: Allows the user to refresh the Planning screen.

Actions when a single Task is selected

When a Task is selected, the actions available to the Planners are highlighted as shown below.

Main_menu_of_Tasks_specific_pallning_action.png

These are the Actions available on the right hand side of the screen.

OPTIONS.png

  1. Task Filter Option: Allows the user to filter the Tasks based on criteria.

  2. Archived Tasks : Allows the user to retrieve the Archived Tasks and Unarchive them.

  3. Edit Tasks: Allows the user to edit the selected Tasks.

  4. See History: Allows the user to see the Task history of the Task with the Status, Day, Assignee, Date and Time.

    Task_history.png

  5. Deselect Tasks: The selected Tasks can be deselected using this option.

    Deselect_task_.png

  6. Refresh: Allows the user to refresh the Planning screen.

Actions when two or more Tasks are selected

When two or more Tasks are selected, the actions available to the Planners are highlighted as shown below.

Two_or_more_tasks.png

These are the actions available when two or more Tasks are selected.

options_for_two_or_more.png

  1. Task Filter Option: Allows the user to filter the Tasks based on criteria.

  2. Archived Tasks : Allows the user to retrieve the Archived Tasks and Unarchive them.

  3. Edit Tasks: Allows the user to edit the selected Tasks.

    Editing Multiple Tasks is performed as a Batch Operation.

    All the Batch Operations applicable to the selected Tasks are displayed.

    In the below example, the three Batch Operations applicable are highlighted.

    Batch_operation_options.png

    • Archiving : Allows the user to archive the selected Tasks.

    • Edit Task properties: Allows the user to edit the following options:

      Edit_task_properties.png

      1. Delay Tasks: Allows the user to delay the selected Task and set the delay.

        Start and Due date are offset by delay.

        When the Delay Task option is checked, the Delay Time appears.

        Delay Time: Specifies the Time Delay to be applied to the Start date.

        Delay_task.png

        By using Copy and Paste options, you can Copy the Delay time from one Task and Paste it onto another.

        Copy_and_paste.png

      2. Start date

      3. Due date

      4. Priority

      5. Task name

    • Multi report: Allows the user to generate reports for the selected Tasks.

  4. Deselect Tasks: The selected Tasks can be deselected using this option.

    deselecting_tasks.png

  5. Refresh: Allows the user to refresh the Planning screen.

Actions when an Operation Plan is selected

When an Operation Plan is selected, the actions available to the Planners are highlighted as shown below.

Ops_plan_in_planning_section.png

These are the options available on the right hand side of the screen.

Ops_plan_options.png

  1. Task Filter Option: Allows the user to filter the Tasks based on criteria.

  2. Archived Tasks : Allows the user to retrieve the Archived Tasks and Unarchive them.

  3. Edit an Operation Plan: Allows the user to edit the selected Operation Plan.

    Edit_an_Operation_Plan.png

  4. See History: Allows the user to see the history of the Operation Plan with the Day, Date,Time, Task Queue and with the user name

    Operation_Plan_history.png

  5. Refresh: Allows the user to refresh the Planning screen.

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