Plan recommendations from a Digital Handover


After ending an Digital Handover, you will have a lot of recommendations that need planning, to be part of the operation. 

Step by step - Overview of unplanned recommendations from Digital Handover:

  1. Go to "Planning and executing"
  2. Mark "Recommendations"
  3. Select the object group regarding the Digital Handover
  4. Select the status "Unprocessed"
  5. Click "Search"


We recommend that you setup a view with a visible plan-button. 

Step by step - Setup a view with a visible plan-button:

  1. Click on the small arrow by "Selected context"
  2. Select "Create new setup"
  3. Make sure the "Transfer button" is marked
  4. Enter a name
  5. Select the list style "Normal"'
  6. Click "OK" 


If the activity isn't planned, or the recommendation should be executed in another activity, you have to create a new one. 

Step by step - Create a new periodic activity: 

  1. Click "Plan"
  2. Click "Create"
  3. Edit the details of the activity if you want
  4. Click "Forward" and then "OK"


It is possible to add an recommendation to several activities. 

Step by step - Add a recommendation to an excisting activity: 

  1. Click "Plan"
  2. Select "All existing activities"
  3. Select the activity you want to add the recommendation to
  4. Ajust the economy
  5. Ajust the generated activities
  6. Finish with "OK"


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