Wiki source code of 18.4.1 Create a New Plan

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 1: 1. Select the** Approval Rules > Approval Plans** tab to open the Approval Plan screen.
 2: [[image:WebHome@Fig 17.4 - Create new approval plan.png||height="90%" width="90%"]]
 3: 1. At the **Plan Type** dropdown list click one option:
 4: 1*. **Requisition  Approval:** The plan will route requisition documents only for approval.
 5: 1*. **Purchase  Order Approval:** The plan will route Purchase Order documents only for approval.
 6: 1*. **Change  Order Approval:** The plan will route Change Order documents only.
 7: 1*. **Invoice Settlement Approval**: The plan will route Invoice documents only.
 8: 1. Click **New**. ‘New Plan’ will appear by default in the description and name fields.
 9: 1. Enter a** Plan Name **(max 48 characters). This**  **should be the short name for your plan and will appear at the top of your task list. The plan name is viewed when you search for a plan.
10: 1. Enter a** Plan** **Description **(max 256 characters – default is ‘New Plan description’). This is the long name of your plan and can contain greater detail. The plan description is viewed when you search for a plan.
11: 1. Select either the **Master** or **Subplan** plan radio button (default is Master Plan).
12: 1. Click the **Organisation** button and using the organisation explorer tree, designate the organisation to which this plan will be assigned for //administration purposes//. Click the update button after selection.
13: Note that this organisation selection is optional: if none is selected the plan will be saved to your default administration organisation.
14: 1. Click **Update**. A confirmation screen will display: click OK to establish your new Approval Plan.
15: 1. You are now ready to build the tasks for the new plan. Click **Insert Child** to add your first task: ‘New Task’ will appear in the task tree and task name field. Follow the steps for Activity, Owner and Criteria below.