After ending an Digital Handover, you will have a lot of recommendations that need planning, to be part of the operation.
Overview of unplanned recommendations from Digital Handover - How to:
- Go to "Planning and executing"
- Mark "Recommendations"
- Select the object group regarding the Digital Handover
- Select the status "Unprocessed"
- Click "Search"
We recommend that you setup a view with a visible plan-button.
Setup a view with a visible plan-button - How to:
- Click on the small arrow by "Selected context"
- Select "Create new setup"
- Make sure the "Transfer button" is marked
- Enter a name
- Select the list style "Normal"'
- Click "OK"
If the activity isn't planned, or the recommendation should be executed in another activity, you have to create a new one.
Create a new periodic activity - How to:
- Click "Plan"
- Click "Create"
- Edit the details of the activity if you want
- Click "Forward" and then "OK"
It is possible to add a recommendation to several activities.
Add a recommendation to an excisting activity - How to:
- Click "Plan"
- Select "All existing activities"
- Select the activity you want to add the recommendation to
- Ajust the economy
- Ajust the generated activities
- Finish with "OK"
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