|
|
Mobius User Guide |
Published Date: May 15, 2013
Bookmark this page |
11 Service Plan |
|
Add a Note to Plan Items
Plan Item Notes will appear on the Service Agreement.
Anchor Point: Service Plan Home Page
Method One
- Select the Tracking Gantt Tab from the Navigation Bar.
- Select the desired Plan Item from the Gantt chart.
- Select the Notes Tab.
- Select New.
- Enter the mandatory fields.
- Select Save.
Method Two
- Select Plan Content Tab from the Navigation Bar.
- Toggle the applicable Sub-Goal.
- Select the Plan Items Tab.
- Select the desired Plan Item from the drop down list.
- Select the Notes Tab.
- Select New.
- Enter the mandatory fields.
- Select Save.
Mandatory Fields
Priority
Defaults to medium or select alternate from drop down menu.
Sensitivity
Defaults to level 1 or select alternate from drop down menu.
Text
Enter free form text.
|