Changes for page Create an Action Plan

Last modified by karimpirani on 2014/06/25 15:16

From version Icon 2.3 Icon
edited by karimpirani
on 2014/06/25 15:04
Change comment: There is no comment for this version
To version Icon 4.1 Icon
edited by karimpirani
on 2014/06/25 15:06
Change comment: There is no comment for this version

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14 14  
15 15  (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**Status**: various options, including
16 16  
17 -
18 18  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Assigned
19 19  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)In Progress
20 20  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)For Approval
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23 23  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Working
24 24  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Complete
25 25  
26 -**Notes**: this is an open ended text area where you can record anything about this client and the action plan
25 +(((
27 27  
27 +)))
28 +
29 +Review of tabs:
30 +
31 +
32 +__Notes__
33 +
34 +this is an open ended text area where you can record anything about this client and the action plan
35 +
28 28  INSERT NOTE SCREENSHOT HERE
29 29  
30 30  
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60 60  
61 61  Services items are defined by your system administrator under the Administration - Taxonomy area. To select a service for this Action Plan, click on the Services area to expand the Services section, then click on the green "+" icon. Select one or more services from the list, then enter any additional information in the Notes section.
62 62  INSERT SERVICES SCREENSHOT HERE
71 +
72 +
73 +__Overview__
74 +
75 +The Overview tab provides an at-a-glance view of the Notes and Data sections of the Action Plan, as well as other important information.
76 +INSERT OVERVIEW SCREENSHOT HERE