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The Structure of This Page
- New WorkPlan button. Used to add a new WorkPlan to the case file. See Adding a WorkPlan.
- WorkPlan Administration table. Contains the details of WorkPlans and allows various actions to be performed on them. See WorkPlan Administration Table.
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The WorkPlan Administration table contains the following columns:
- Name. The name of the WorkPlan, pulled from the Add/Edit WorkPlan Panel.
- Description. The description of the WorkPlan, pulled from the Add/Edit WorkPlan Panel.
- Special Notes. Any special notes about the WorkPlan, pulled from the Add/Edit WorkPlan Panel.
- Creation Date. The date on which the WorkPlan was created.
- Modify Date. The date on which the WorkPlan was last modified.
- Action. Icons to Edit, Open, Copy, or Delete a WorkPlan.
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To edit the details (Name, Description and Special Notes only) of a WorkPlan:
Click the Edit icon in the Actions column of the row representing the WorkPlan you wish to edit. This will bring up an Add/Edit panel for WorkPlans, with the existing information filled in.
Fill the fields in with your desired information. See The Add/Edit WorkPlan Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
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To edit the contents of a WorkPlan, click the WorkPlan icon ( 
) in the Actions column of the row representing the WorkPlan the contents you wish to edit. This will bring up the WorkPlan Editing page for that WorkPlan; see that chapter for instructions on using the WorkPlan Editing interface to edit the WorkPlan.
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- Click the Copy icon (
)in the Actions column of the row representing the WorkPlan you wish to copy. This will bring up a panel with only one field, for the name of the new WorkPlan. - Fill in the desired name, then click OK to copy the WorkPlan. The new WorkPlan will have the same items and structure as the WorkPlan that was copied. You can then make any desired changes to the new WorkPlan.
- If you decide you do not wish to copy the WorkPlan, click Cancel instead of clicking OK to cancel the copying and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
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- If you decide you do not wish to delete the WorkPlan, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.
- Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.
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- If you decide you do not wish to save the WorkPlan, click Cancel instead of clicking Update to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
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The Add/Edit WorkPlan Panel allows you to fill in the descriptive details of a WorkPlan. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
- Name: The name of the WorkPlan.
- Description: The description of the WorkPlan. The description will not appear in the WorkPlan once it is inserted in a case; however, it will be visible in the dropdown when selecting a WorkPlan to manually insert in a case on the WorkPlans case page.
- Special Notes: Any special notes about the WorkPlan.
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The WorkPlan Editing page allows you to manage the contents of a WorkPlan so that it can be inserted into your cases. Before creating a WorkPlan, it is recommended that you take time, outside of the SmartAdvocate system, to map out the set of tasks and other events that you want to consistently enforce with a WorkPlan. You should particularly consider how deadlines should be set for each item, and whether there are any sequences of events in which a later item should not be completed or considered until the prior item is first completed. Once you have planned out the intended structure of the WorkPlan, use the WorkPlan Editing page to implement that structure.
The WorkPlan Editing page and the WorkPlans case page have very similar structures and interfaces; however, because the WorkPlan Editing page is for creating the WorkPlan prior to inserting it into a particular case, there is no way to mark an item complete, no distinction between inactive and active items, and no unintended effects when items are added, moved, edited, or deleted. In general, editing WorkPlans on this page prior to inserting them in a case, rather than making changes on the WorkPlans case page after they have been inserted, is considered better practice.
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