Mobius User Guide

Published Date: May 15, 2013
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07 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

  1. Select the Tracking Gantt Tab from the Navigation Bar.
  2. Select the desired Plan Item from the Gantt chart.
  3. Select the Notes Tab.
  4. Select New.
  5. Enter the mandatory fields.
  6. Select Save.

Method Two

  1. Select Plan Content Tab from the Navigation Bar.
  2. Toggle the applicable Sub-Goal.
  3. Select the Plan Items Tab.
  4. Select the desired Plan Item from the drop down list.
  5. Select the Notes Tab.
  6. Select New.
  7. Enter the mandatory fields.
  8. 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.