Description
This page allows you to view custom planned item details in a Gantt chart view. Plan items are the fundamental building blocks of a Service Plan. They are the benefits, services, and activities that are added to a plan in order to achieve the plan goal. Plan items form the basis of a successful service plan. Each plan item has a desired outcome such as the gaining of full time employment or the completion of a training course. Achieving these desired outcomes is essential to achieving the service plan goal.
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Fields
LabelTypeDescriptionMandatory
NamePLAN_ITEM_NAMEThe name of the plan item.No
Sub-GoalSUBGOAL_NAME_CODEOpens the View Sub-Goals Details page.No
ConcerningCONCERN_ROLE_NAMEThe participant for whom the plan item addresses a need.No
SensitivitySENSITIVITY_CODEThis ensures that only users with an equal to or greater sensitivity level than that of the plan item will be able to view the details of that plan item.No
Expected Start DateCURAM_DATEDate the plan item is scheduled to start.No
Expected End DateCURAM_DATEDate the plan item is scheduled to complete.No
Actual Start DateCURAM_DATEDate that the plan item actually started.No
Actual End DateCURAM_DATEDate that the plan item was actually completed.No
Expected OutcomeOUTCOME_NAME_CODEThe desired result. This is the reason for adding the plan item to the service plan.No
OutcomeOUTCOME_ACHIEVED_CODEThis is the result of the plan item. This is determined based on whether the expected outcome of the plan item was achieved. The possible values for the outcome are Attained, Not Attained and Cancelled.No
Good CauseGOOD_CAUSE_NAME_CODEA valid reason why a plan participant failed to achieve the expected outcome of a plan item. No
StatusPLANNED_ITEM_STATUS_CODEThe status of the plan item, i.e., "Unapproved", "Not Started", "In Progress" or "Completed". A plan item is submitted when the appropriate user submits the plan item for approval. If the plan item is not approved the status will be set to "Unapproved". Alternatively a plan item is considered to be "Not Started" when the plan item is approved and an actual start date has not been recorded. A plan item is "In Progress" when an actual start date has been recorded but no actual end date has been recorded. A plan item is "Completed" when both an actual start and end date have been recorded.No
Estimated CostCURAM_AMOUNTThe desired result. This is the reason for adding the plan item to the service plan.No
Actual CostCURAM_AMOUNTThe actual cost to date of the selected basic plan item.No
OwnerUSER_FULL_NAMEThe full name of the user who is responsible for the plan item.No
ResponsibilityUSER_FULL_NAMESpecifies the client or user who is responsible for the plan item.No
Guidance URLPLAN_ITEM_GUIDANCE_URLGuidance URL for the planned item.No
Approval Criteria Details
LabelTypeDescriptionMandatory
NameAPPROVAL_CRITERIA_NAME_CODEApproval criteria nameNo
Occurs WhenAPPROVAL_CRITERIA_OCCURS_CODEDisplays the details about when the approval occursNo
PriorityPRIORITYDisplays the Priority of the criteriaNo
Description
LabelTypeDescriptionMandatory
DescriptionDESCRIPTIONNo
Comments
LabelTypeDescriptionMandatory
CommentsCOMMENTSUser comments on this record.No
Links and Actions
Page Level Actions
LabelDescription
DeleteYou can press the Delete button to delete the plan item record.
EditYou can press the Edit button to modify the information displayed.
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
%1s %2s %3s %4sLinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
No service plan security implementation has been registered. Please contact an Administrator.LinkNo
System configuration error - Unable to retrieve system user details from the database. Please contact your system administrator.LinkNo
The login ID %1s does not map to a user name.LinkNo
This plan item has been deleted and is no longer present on the service plan.LinkNo
This plan item is currently in the approval process.LinkNo
You do not have appropriate privileges to perform this operation.LinkNo
You do not have appropriate privileges to perform this operation for this plan item.LinkNo
You do not have the appropriate privileges to view this plan itemLinkNo
You do not have the appropriate privileges to view this service planLinkNo
When page is submitted
None
Related Entities
Technical Information
Page IDServicePlanDelivery_viewCustomPlanItem_fromGantt
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\ServicePlans\Service Plan Delivery\Planned Items\ServicePlanDelivery_viewCustomPlanItem_fromGantt.uim
Page Load InterfaceServicePlanDelivery.getListOfApprovalCriteriaForPlannedItem, ServicePlanDelivery.viewPlanItem
Page Submit Interface
Linked From Pages