Activity Plans
What is an activity plan?
An activity plan allows defining sets of preconfigured activities or actions to be reused within the system.Activity plans facilitate the automation and organization of repetitive processes by allowing reusable work structures to be established.
Activity Plan Management
Accessing the list
To access the activity plan list, go to:Projects → Configurations → Activity Plans
Once inside, the list of activity plans registered in the system will be displayed. From this screen, it will be possible to create, view, edit, and delete plans according to the organization and automation needs of tasks.
Figure 1. Activity plan list
List views
The Activity Plans module allows records to be displayed and organized through different views according to their status.Available views
- All: displays all activity plans registered in the system.
- Archived: displays plans removed from the main list. From this view, they can be restored or permanently deleted.
List tools
The activity plan list includes tools to facilitate record consultation and organization.Available tools
Allows grouping records according to different criteria.
Allows searching for registered activity plans.
Allows applying filters to the list.
Allows configuring the visible columns.
Create an activity plan
To create an activity plan:
- Go to Projects → Configurations → Activity Plans.
- Click on New Activity Plan.
- Complete the required information.
- Click Create to save the record.
Creation form
When creating an activity plan, a form will be displayed to register the corresponding information.
Figure 2. Activity plan form
Available fields
- Name: allows defining the activity plan name.
- Status: allows indicating whether the activity plan is active or inactive within the system.
Available actions
- Create: saves the activity plan and completes the creation process.
- Create and create another: saves the current plan and allows registering a new one immediately.
- Cancel: cancels the operation and returns to the main list.
Actions on an activity plan
Once an activity plan has been created, it will be possible to access its information from the list to view, edit, or delete the record.
Figure 3. Created activity plans list
View an activity plan
To view an activity plan, select the corresponding record from the list or use the View option.Once inside, all the information registered for the activity plan will be displayed, including its name and status.
Edit an activity plan
The Edit option allows modifying the information of an existing activity plan.When accessing it, the form will display the previously registered data so the necessary changes can be made.
The edit form keeps the same structure and fields as the creation form.
Delete an Activity Plan
The Delete option allows moving an activity plan to the Archived view, removing it from the main list.Once deleted:
- The activity plan will no longer appear in the main list.
- The record will automatically move to the Archived view.
Available Actions in Archived
- Restore: Restores the activity plan and returns it to the main list.
- Delete Permanently: Permanently removes the activity plan from the system.
Activity plans deleted using Delete Permanently cannot be recovered later.