Skip to main content

FieldLogs

Defining an Operation Plan

Operation Plans are used to execute a set of Tasks in response to certain Events in the system.

Using Operation Plans, regular maintenance Tasks can be scheduled, organized, and executed. These Tasks can be scheduled to occur on a specified date and time, or when an event of interest occurs.

To define an Operation Plan:

  1. On the main menu, go to Planning > Operation Plan > Operation Plan Definition.

    main_menu.png

    The page Operation Plan Definition appears.

    Operation_plan_definition_page_opens.png

  2. In the Operation Plan Definition page, click Create new Operation Plan.

    Create_new_operations_plan.png

A new Operation Plan Definition is added to the list of existing Operation Plan Definitions.

It is given an Operation Plan Name as highlighted below.

Existing_operation_plan_definition.png

Expand the Create new Operation Plan dropdown to duplicate an Operation Plan from favorites as shown below.

Create_an_Operation_plan_from_favorites.png
Select_a_OP_to_Duplicate.png

The selected Operation Plan Definition is duplicated from favorites and added to the list of existing Operation Plan Definitions.

Duplicated_Operation_Plan.png

There are two tabs to configure the Operation Plan. They are:

  1. General Settings

  2. Variables

General Settings

You can customize the name of the Operation Plan in this section. Edit the placeholder text Operation Plan Name to enter an appropriate name for your Operation Plan.

General_Settings.png

The following fields can be configured:

  • Mark as Favorite: This option enables you to bookmark an Operation Plan.

  • Name: Enter a name for the Operation Plan.

    You can also select the Use auto naming checkbox to define an auto naming format for the Operation Plan Name. This is similar to Job Autonaming.

  • Description: Description of the purpose of the Operation Plan.

  • Time Zone: Sets the default Time Zone for the Operation Plan. The Time Based Triggers in this Operation Plan are executed based on this Time Zone.

  • Select Task Queue or Assignee: Select an Assignee for the Operation Plan.

    Note

    You can assign an Operation Plan only to a Task Queue.

  • Functional Types: These are the stickers used as visual indicators on the Operation Plan. Functional Types added to the Operation Plan have no impact on the Tasks generated from them.

    You can link a Functional Type Variable to the OP using the Link to Variable option.

  • Notifications: Click the Notification Settings button to activate notifications.

    Select the following details in the dialog Notification Settings and click Save:

    • Notification Type: The type of notification to be sent - Email or In-App.

      The email IDs used are taken from the corresponding User Sets. Please ensure valid email IDs are used there.

    • Notification Target: The User Set to which the notification should be sent.

    • Settings: The event trigger for the notification.

      The following events trigger the notification:

      • When the OP Plan is Instantiated - Triggers a notification when an Operation Plan is instantiated.

      • When all Tasks are done - Triggers a notification when all the Tasks in the Operation Plan Execution are moved to Done status.

    NotificationSettings.png

    When a Notification is set up, an Event Subscription is added. This notifies the target users whenever the event occurs in the system.

    EventSubscription.png

A sample Operation Plan with its fields set is shown below.

General_operation_plan_with_details.png
Variables

The values stored in Variables can be used to populate the various fields.

Under the Variables tab of an Operation Plan, you can declare variables that are shared by all Counters.

GOP-Variables1.png

To create a Variable in an Operation Plan:

  1. Click New Variable in the Variables tab.

    GOP-Variables2.png

    A section appears with options to create a variable.

    GOP-Variables3.png

  2. Enter the various fields as shown below. Click Save.

    GOP-VariableSet.png

    A variable is added to the Operation Plan. This variable is available to all the Counters in the Operation Plan.

    Note

    Operation Plan variables are used to customize auto-naming for Operation Plan name and Counters name. Operation Plan variables are inherited to the Task selected in Action tab using Link to Variable option.

Actions Available

In the General Settings tab, there are more actions available as shown below.

General_settings-_action_tab.png

The actions available to the planner are as follows:

Action

Description

Add Counter

Adds a Trigger based Counter to the Operation Plan.

Add Counter from Favourites

Adds a Counter that is marked as a Favorite.

Duplicate

Allows you to duplicate an Operation Plan.

Execution Preview

Previews the Execution of the Operation Plan without downloading any actual data.

Create Custom Counter

This action is not relevant to an Operation Plan.

Note

Custom Counters are used only in Custom Operation Plans.

Report

Generates reports pertaining to the Operation Plan.

Show associated Tryouts

Displays the Tryouts associated with the Operation Plan.

Mass Print

Generates reports pertaining to all Templates in the Action of the Operation Plan.

In this section: