|
|
|
|
|
You can modify the details of the planning group in this page. Tell me more
Select the “Edit Planning Group” link from the “Select Planning Group” page. Alternatively, select the hyperlinked planning group from the multiline of the “Select Planning Group” page.
The “Edit Planning Group” page appears.
Enter the following field if you wish to modify the details of a planning group other than the planning group selected in the previous page:
|
Planning Group |
The planning group for which the details are to be modified (Alphanumeric, 30). |
|
The system retrieves the details of the planning group. The description of the planning group is retrieved alongside. You can modify this description, if required (Alphanumeric, 150). |
|
|
Zoom facility available |
Enter the following fields to modify the planning group details:
|
Status |
Use the drop-down list box to modify the status of the planning group to “Active” or “Inactive”. Set this field to “Inactive”, to prevent the planning group from being referred to in other related activities. |
|
Remarks |
Any additional remarks pertaining to the planning group. (Alphanumeric, 255). |
|
Zoom facility available |
|
|
Type |
Use the drop-down list box to modify the type of the planning group. The system lists all the types that are defined in the “Define Common Type” activity. |
Click the “Edit Planning Group” pushbutton to update the modified details of the planning group.
The system displays the following:
|
Created By |
The login ID of the user who created the planning group. |
|
Created Date |
The date and time on which the planning group is created. |
|
Last Modified By |
The login ID of the user who last modified the planning group. |
|
Last Modified Date |
The date and time on which the planning group was last modified. |
To proceed, carry out the following
Select the “Set Default Work Group” link from the bottom of the page to set a default work group for the planning group.
Inactivate or inactivate a planning group
Inactivate or inactivate a planning group
You can inactivate a planning group, thereby preventing the planning group from being accessed in other activities.
Set the “Status” field to “Active” to activate the planning group.
Set the “Status” field to “Inactive” to inactivate the planning group.
Editing planning group – An overview
You can modify the details of the planning group selected in the “Select Planning Group” page. You can also directly enter a planning group other than the planning group selected in the previous page, and retrieve its details for modification. Details such as the planning group description, status, type, default work group that performs the work assigned by the planning group and remarks can be modified.
You can associate more employees or delete existing employees for the planning group. You can use the help facility to select the employee to be associated to the planning group.
The system updates the details of the planning group, sets the last modified date to the current date and stores the login ID of the currently logged in user.