The SFG functionality allows the action function to be applied to existing records. When users update/ amend existing Templates and Plans, they are able to apply the same format to add actions line by line, re-arrange sequences and obsolete as they can in the SFG functionality to the checkpoints.
The user can create a template as normal (refer to create template guide) the only difference is within the Checkpoint section.
An actions field has been added
Users must ensure that they click on the add option to insert the new action, otherwise, it will not be saved (especially for the last action line or it won't be added). Also, the user needs to remember to click on the ‘Add Checkpoint’ button to apply the checkpoint to the template.
Once done, user must select create.
Now the user can load this template on a new plan. Navigate to Maintenance > Planned > Create > Select whichever PPM Plan.
The user must fill out the plan details and load the template just created. The template will then load in the checkpoints section below.
User must remember to populate the supplier at the checkpoint level as well.
Select create, the plan will then load on the screen, open the checkpoints by selecting the edit icon. The user will then see the actions have transferred over to the plan.
Email Notifications are sent to the assigned supplier. An attached csv. File shows the actions listed in the description column.
User is able to update an existing Template by making changes or adding additional actions or checkpoints. User must ensure that they click on the add option to insert the new action line, otherwise it will not be saved. Also, user needs to remember to click on the ‘Save Checkpoint’ button to apply the checkpoint to the template. Upon selecting ‘Save Checkpoint’, the user will be prompted with a message to alert them that any associated plans to the template will also be updated with the changes.
Existing Plans updated with changes after amending Template changes
