Home > SI Documentation (v13) > User Guide > Service Plans > Managing Service Plans

Managing Service Plans

Details

 

To manage Service Plans, click Start->Service->Manage Service Plans:

 

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You can also create and manage Service Plans via a tab at the bottom of the Project Explorer:

 

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Approving/Rejecting/Marking as Open

 

From the Home tab of the Service Plan Explorer you can mark Service Plans as Approved, Rejected, or Open. You must have permissions for these three functions.

 

approval.jpg

Mark as Approved

 

When you mark a Service Plan as Approved, the Service Plan will be locked for edit and the Status will automatically be set to Approved. If any required fields for approval are missing (Plan Length, Start/End Date), you will be prompted to edit the Service Plan to edit these fields.

 

missing fields.jpg

 

If all the required fields are populated, you will get the following summary and will need to click the Mark as Approved button:

 

approval summary dialog.jpg

Mark as Rejected

 

When you mark a Service Plan as Rejected, the Service Plan will be locked for edit and the Status will automatically be set to Rejected. The Service Plan will be locked for edits.

 

mark as rejected.jpg

Mark as Open

 

If you need to change or mind on an Approved or Rejected Service Plan, or if you need to make edits, you will need to mark the Service Plan as Open.

Locking Service Plans

 

From the Tools tab you can Lock/Unlock a Service Plan from edits, or lock Service Plan reports from being run. You must have permission to Lock/Unlock Service Plans and/or Reports.

 

lock unlock.jpg

 

These functions can be set manually, or through Workflow Rules

Creating Templates

 

This can only be done via the Service Plan Explorer. To create a Service Plan Template, you first create a Service Plan, click here for full details. For a Template you will still need to select a Client while creating the Service Plan, but you can choose any Client from your list as this field will not carry over to the Template. Once the Service Plan is created, select it in your list and click the Template button:

 

template button.jpg

 

A dialog will open populated with the Name and Description of the Service Plan you selected but you can edit the fields as needed:

 

create template dialog.jpg

 

When creating a new Service Plan you can choose to use one of our saved Templates:

 

new from template.jpg

 

Service Orders for Service Plans

 

Once you have Approved a Service Plan, you can then associate Service Orders with the Service Plan. The actual hours entered in the Service Plan for the Resource(s) can then be compared with the Allowable Hours set on the Service Plan.

 

Service Orders can be created/managed via the tab that will be added to Service Plan itself, or you can create and manage them in the Service Orders section at the bottom of the Service Plan Explorer:

 

service order tab.jpg

 

service orders tab in explorer.jpg

 

Of course you can still create/manage Service Orders via the Service Order Explorer.

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