Configuring follow-up action specifications
You can enrich your follow-up actions with additional specifications. These specifications can be configured to your requirements, using a set of free fields.
For more information about free fields see
Field types.
Examples of the type of information you can add in the specifications are:
• Products from the product catalog and their quantity
• Number of people required to complete the action
• Number of hours required to complete the action
Procedure
1. On the navigation panel, go to ProCenter modules > TSIs and make sure that the Follow-up details selection level and the Specifications-follow-up actions selection step are added to the Assessments TSI (or to a relevant TSI that is derived from Assessments). See TSIs > Configuring selection levels and selection steps for more information. 2. In the Field definer TSI, select the Specifications-follow-up actions business object and change the status to Under construction.
3. On the Details level, set the required free fields to In use = Yes and click Save.
4. Enter a relevant User-defined system name for each of the free fields and select and save any other relevant field settings. For example Field type, In selection and Translated names. See Field definer > Setting field attributes for more information. 5. Go back to the Business objects level and change the status to Completed.
6. Navigate to the Layouts TSI and select the Specifications - follow-up actions business object.
7. Go to the Layouts step and set the Specifications - follow-up actions business object under construction.
8. On the Layout data panel, click on a random spot between the currently available fields.
9. On the TSI fields tab > Unused fields section, select the free fields you have just configured and drag them to the required spot on the layout.
10. Click Save.
11. Set the layout status to Completed by clicking the padlock icon.
12. Log out of Planon ProCenter and log in again.