Description
This page allows you to view 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_NAMEName of the plan item.No
SensitivitySENSITIVITY_CODESensitivity rating assigned to the plan item.No
ConcerningCONCERN_ROLE_NAMEThe participant for whom the plan item addresses a need.No
Sub-GoalSUBGOAL_NAME_CODESub-goal of the plan item, e.g., education.No
Expected Start DateCURAM_DATEDate on which the plan item is expected to start.No
Expected End DateCURAM_DATEDate the plan item is expected to end.No
Actual Start DateCURAM_DATEDate on which the plan item actually started.No
Actual End DateCURAM_DATEDate the plan item actually ends.No
Expected OutcomeOUTCOME_NAME_CODEExpected outcome of the plan item.No
OutcomeOUTCOME_ACHIEVED_CODEOutcome of the plan item.No
Units Received To DateNUMBER_OF_UNITSNumber of units of the plan item that have been received to date.No
Unit TypeUNIT_TYPEThe type of unit to which the plan refers e.g. visits, tablets.No
Good CauseGOOD_CAUSE_NAME_CODEGood cause is an acceptable reason why a plan participant did not achieve the expected outcome of a plan item, e.g., Certified Illness.No
Estimated CostCURAM_AMOUNTEstimated Cost of the plan item.No
Actual CostCURAM_AMOUNTActual cost of the plan.No
OwnerUSER_FULL_NAMEOwner of the plan item.No
ResponsibilityUSER_FULL_NAMEUser who is assigned responsibility for the service plan.No
Guidance URLPLAN_ITEM_GUIDANCE_URLGuidance URL for the planned item.No
StatusPLANNED_ITEM_STATUS_CODEStatus of the unit record e.g., active, in progress, canceled.No
Authorized Units
LabelTypeDescriptionMandatory
Authorized UnitsAUTHORIZED_UNITSNo
Service Units Received
LabelTypeDescriptionMandatory
UnitsNUMBER_OF_UNITSNo
Delivery DateDELIVERY_DATENo
Recorded ByUSER_FULL_NAMENo
StatusRECORD_STATUS_CODENo
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
Comments
LabelTypeDescriptionMandatory
CommentsCOMMENTSUser comments on this record.No
Links and Actions
Page Level Actions
LabelDescription
[View Changes]Allows you to view changes made to the plan item.
DeleteYou can press the Delete button to delete the plan item.
EditYou can press the Edit button to modify the information displayed.
Row Level Actions for: Service Units Received
LabelDescription
EditYou can press the Edit button to modify the information displayed.
DeleteYou can press the Delete button to delete the plan item.
Expanded Row for: Service Units Received
LabelDescription
Link
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_viewServiceUnitPlanItem_fromGantt
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\ServicePlans\Service Plan Delivery\Planned Items\ServicePlanDelivery_viewServiceUnitPlanItem_fromGantt.uim
Page Load InterfaceServicePlanDelivery.getListOfApprovalCriteriaForPlannedItem, ServicePlanDelivery.viewServiceUnitPlannedItemDetails
Page Submit Interface
Linked From Pages