Plans

Plans are nested within the Agreement screen. An agreement must first be selected, then plans can be viewed. The user can add new plans in the Contracts | Plans tab of the Agreement screen. All existing plans that are associated with the Agreement can be viewed from the Plans.

Important: If the Plans tab is not available, then the user does not have the proper security privileges for those actions.

• A plan must belong to an agreement. The plan can only be created or added as an extension of the eligible agreement from within the Agreement screen.

• Agreements eligible for plans will be identified using configuration within validations and activities.

• Plan Coverage relates to an agreement through the plan, the Group Customer's instance of the Product/Sub-Product, to which it belongs.

How it Works

A new plan may be attached or added to an eligible Master Agreement that is within the list of Group Customer agreements. Agreement types eligible for plans are determined by activities and validation within the configuration.

The Plans option provided under the Agreement screen tabs allows the user to add a new plan. Once the new plan is created and saved, it can be accessed from the Plans tab at the bottom of the Agreement screen when an agreement is highlighted.

Steps to Create a New Plan

1. Open a Customer record.

2. Click the Agreements tab on the Entity Navigation menu, the Agreement screen opens with the agreement options tabs.

3. Click to expand the Contracts node and then, click the required agreement. The agreement details appear at the bottom of the options list.

4. Click the Plans tab of the contract.

5. In the Add Plan option, select New from the drop-down list, and then click the Create icon . The <Agreement Name>- New Plan window appears.

6. Enter the applicable information for the new plan and the segment details.

7. Click Save. A new plan is added and displayed in the tabular view under the Plans tab.

Steps to View Existing Plans

1. Open a Customer record.

2. Click the Agreements tab on the Entity Navigation menu, the Agreement screen updates with the agreement options tabs.

3. Click to expand the Contracts node and then, click the required agreement. The agreement details appear at the bottom of the options list.

4. Click the Plans tab of the contract to view existing plans.

4. In the Action column, hover over the Ellipsis icon, it displays the following options:

   • Edit: use this option to edit the plan.

   • Copy: use this option to copy the plan to attach to another entity.
   • GoToPlan: use this option to navigate to the plan screen where the user can add, delete, and process the plan activities.