Page Comparison

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The Structure of This Page

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1. New WorkPlan Item Template button: Used to add a new item template to the SmartAdvocate system. See Adding an Item Template.
2. WorkPlan Item Template Administration table: Contains the item template details and allows various actions to be performed on them. See WorkPlan Item Template Administration Table.

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The WorkPlan Item Template Administration table contains the following columns:
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1. Name: The name of the item, pulled from the Add/Edit WorkPlan Item Template Panel.
2. Type: The type of event represented and created by the item, pulled from the Add/Edit WorkPlan Item Template Panel.
3. Category: The type of the item, within the event type (e.g.: the appointment type or the critical deadline type), pulled from the Add/Edit WorkPlan Item Template Panel.
4. Priority: The priority level of the item, pulled from the Add/Edit WorkPlan Item Template Panel.
5. Description: The description of the item, pulled from the Add/Edit WorkPlan Item Template Panel.
6. Action: Edit and Delete icons.

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The Add/Edit WorkPlan Item Template Panel allows you to fill in the details of an item template. The information in this panel is divided into four tabs: General Information, Scheduling Settings, Contacts information, and WorkPlan Item Actions. The headings of the tabs are always visible at the top of the panel, but only one tab's contents are visible at a time; click the heading of the tab you wish to access to bring up that tab's information. See Add/Edit Panels for general information about panel structure and usage.
The General Information tab contains the following fields:
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1. Name: The name of the item.
2. Type: A Dropdown, listing the type of event represented and created by the item. The available options are Appointment, Critical Deadline, Decision, and Task.
3. Category: A Dropdown, listing the type of the item within the event type (e.g.: the appointment type or critical deadline type). The Dropdown is empty if Type contains Decision; the Category will be recorded as "No category".
4. Priority: A Dropdown, listing the priority level of the item. It cannot be left blank. The available options are Critical, High, Normal, or Low.
5. Description: A description of the item.
6. Special Instructions: Any special instructions for the item.

The Scheduling Settings tab contains a number of fields which are used together to determine the due date of the item. Either the date is entered manually by the user on the WorkPlans case page, or the date is calculated by adding or subtracting various quantities of time from a date that is significant for either the case or the WorkPlan item itself. The tab contains the following fields:
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1. Prompt user to enter the due date [...]: Checkbox which, if selected, causes the item to have no due date when first activated; users who visit the WorkPlans page in the case containing the item will be prompted to set the due date manually. If this field is selected, all other fields in the Scheduling Settings tab are ignored.
2. Set the Due Date [...] [Direction]: Dropdown requiring a selection of whether to set the items due date before, equal to, or after the triggering date. One of the choices must be selected.
3. Set the Due Date [...] [Date]: Dropdown requiring a selection of the trigger date to set the items due date relative to. The available options are Item Entered Date, Case Created Date, incident Date (DOI), or WorkPlan Item's Parent. One of the choices must be selected.
4. date when parent's item: Dropdown permitting a selection of the date, relative to the item's parent, to which to set the item's date
5. [By] Days [Number]: The number of days added to or subtracted from the significant date as part of the date calculation. This field does not appear if Set the Due Date is set to "Equal to".
6. [By] Days [Type]: Dropdown requiring a selection of whether the days added or subtracted in [By] days [Number] are simply calendar days or exclude federal or state holidays and weekends in the calculation. The available options are Calendar, Federal, or State. This field does not appear if Set the Due Date is set to "Equal to".
7. [By] Months: The number of months added to or subtracted from the significant date as part of the due date calculation.
8. [By] Years: The number of years added to or subtracted from the significant date as part of the due date calculation.
9. [Additional] Days [Number]: The number of days added to the significant date as part of the due date calculation.
10. [Additional] Days [Type]: Dropdown requiring a selection of whether the days added in [Additional] Days [Number] are simply calendar days or exclude federal or state holidays and weekends in the calculation. The available options are Calendar, Federal, or State.
11. If due date is a weekend [...]: Checkbox to determine whether to shift a due date if it would otherwise fall on a weekend.
12. work day: Dropdown to choose whether the due date should be shifted to avoid only weekends, or also federal or state holidays. The available options are Calendar, Federal, or State.
13. Weekend: Dropdown requiring a choice whether the due date should be shifted backward or forward. The available options are Before and After.

The Contacts information tab is used to select the staff member or members responsible for completing the item. The tab contains only a table listing relevant staff members or case roles; use the New Contact button to add staff members or case roles to specify as the contacts who are responsible for the item (or relevant in other ways). The Add/Edit panel that appears when using the New Contact button or editing a row of the table contains the following fields:
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1. [...] contact type: Radio button requiring a choice whether the relevant staff member is selected by their role on the case or as a specific person.
2. [Contact]: Dropdown requiring a choice of the role or staff member relevant to the item, depending on which type is chosen under "contact type".
3. Is responsible for the WorkPlan item: Checkbox that, if checked, causes the staff member or role to be listed as responsible for completing the item.
4. Is acting as assigner of WorkPlan item: Checkbox that, if checked, lists the staff member as the requestor of the item (for tasks only).
5. Check to notify on status changes: Checkbox that, if selected, causes the staff member to receive automatic notifications when the status of the item changes.

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The General Information tab contains the following fields:
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1. Name: The name of the action. The contents of this field are automatically entered based upon the Action Type chosen but can be edited. Because the name will change if the Action Type or other fields change, it is recommended that this field be edited last.
2. Action Type: Dropdown requiring that the type of action be chosen. The options are Generate Document, Generate Email, Generate Note, Case Action, Insert WorkPlan, or Send Text Message.
3. Priority: Dropdown requiring that the priority level of the action be chosen. The options are Critical, High, Normal, or Low.
4. Action is performed: Radio button, to choose whether the action is entirely performed by the SmartAdvocate system or only initiated by the system, requiring manual input to complete. The options are Automatic or Manually. This field cannot be edited if Generate Document, Case Action, or Insert WorkPlan is selected.
5. Action is executed: Radio button, to choose whether the action is performed/initiated when the item becomes active (i.e.: when its parent item is completed) or when the item is completed. The options are When WorkPlan items becomes active, or When WorkPlan item is completed. This field cannot be edited if Generate Document is selected.
6. Completes the WorkPlan Item?: Checkbox which, if selected, the completion of the action also causes the item to be marked as completed.
7. Description: The description of the action.

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