Instantiating an Operation Plan
An executable instance called the Operation Plan Execution is created by instantiating an Operation Plan Definition.
 |
The Operation Plan Execution tab displays the list of existing instances of Operation Plan Executions.
You can search for Operation Plan Executions using the bar. The list displays all the Operation Plan Executions that contain the Search text as shown.
 |
You can filter the displayed list by checking the following options:
: If this option is checked, only the active Operation Plan Execution instances are displayed.
: If this option is checked, deleted instances of Operation Plan Executions are also displayed.
To instantiate an Operation Plan:
From the main menu, navigate to > > as shown.
The Operation Plan Execution tab opens as shown below.
Click .
Select the Operation Plan to be instantiated from the list and click . Note that the information about the selected Operation Plan is displayed on the right.
Check one or more Projects in which this Operation Plan needs to be executed.
Note that selected Project name(s), corresponding Project start and end dates appear above the Search bar. Click .
Enter the Operation Plan Settings in the dialog. You can customize the name of the Operation Plan Execution and the Description.
You can also select a Time Zone. This Time Zone will override the Time Zone set in the Operation Plan Definition.
You can choose to activate this Operation Plan Execution immediately after Instantiation using the Toggle as shown.
If the Operation Plan Definition contains Variables, you must set values for this instance of the Operation Plan Execution. In the example below, there are two Operation Plan Variables assignToQueue and OpPlanTextVar.
Click . The Operation Plan Counters Parameters dialog appears.
Note
Values must be provided for all the required variables of all the Counters.
Select a Counter to parameterize the variables and triggers.
Note
'Parameterization' refers to setting values to the Variables and customizing details in the Triggers.
These values will override the values provided in the Operation Plan Definition. This allows different instances of the same Operation Plan to be executed with different values.
Set values for the variables in the Counter in the tab.
Customize the Triggers in the Counter.
Click to choose the next Counter.
The list of Counters in the Operation Plan appears. Repeat Steps 8 -11 for each counter in the Operation Plan.
In the below example, there are four counters. Steps 8 - 11 must be repeated for all of them.
After the Counters are parameterized, with all the required variables set, the button is enabled. Click .
The newly added Operation Plan Execution appears in the list as shown.
After an Operation Plan Execution instance has been created, it needs to be activated. For more details on activating an Operation Plan, see Activating a Generic Operation Plan.