10.1.1.1. General Information

This tab allows users to establish the plan’s framework by defining its key details, ensuring proper tracking and management throughout its lifecycle.

*For guidance on common form functions, please refer to the dedicated section in the manual.

1. Plan Name: A text field for entering the name of the plan.
2. Effective Date: A date picker for selecting the date when the plan becomes active or applicable.
3. Plan Reviewer: A single-select dropdown used to assign the party responsible for reviewing the plan. It dynamically loads active users, roles, and groups in the system.
   

   **Users, roles, and groups are managed in the Organization Management (Admin) application under the Users, Roles, and Groups tabs.

4. Creation Date: A read-only field that automatically populates with the date the plan is created.
5. Targeted Scope and Coverage: This section allows users to define the scope and coverage of the plan, ensuring all impacted areas are addressed.
   • Site: A single-select dropdown for specifying the site or location that the plan will cover. It dynamically loads active sites in the system.
     • Site options in this dropdown follow the format: [Region] – [Country] – [Site].
       
       *

       Sites are configured in the Site form. Before adding a site, however, users must first set up the corresponding region in the Region form and the country in the Country form.

       • For example, to establish Montreal as the site, North America must first be defined as the region, and Canada as the country, in the respective forms.
         

       
       These forms can all be found in the Location module under General Settings.
       
       !

       Once a site is selected, the grid in the Asset Priority accordion will automatically populate with all assets assigned to that site.

       • Assets are linked to sites in the Asset Management module
   • Business Division: A single-select dropdown for selecting the major functional unit (department) associated with the plan. It dynamically loads active business divisions in the system.
     
     *

     Business divisions are created and managed in the Departments tab of the Organization Management (Admin) application.

     • Selecting a division filters the available options in the Business Line field, displaying only child departments linked to the chosen division.
   • Business Line: A single-select dropdown for selecting a specialized unit within the selected division. It dynamically loads active business lines for that division.
     

     **Business lines are also managed in the Departments tab, where they are linked to their respective parent divisions.

     !

     Each plan must have a unique combination of site, business division, and business line.

     • If a new plan with the same attributes as an existing plan is submitted, the user is notified and given two options:
       
       
       • Cancel the new plan
         
       • Create a new version of the existing plan

     
     
     

     When a new version is created, the original plan’s details are copied over, allowing users to update the information before submitting it for approval.

     *The original plan remains active until the new version is approved and its effective date is reached.

     • If the new version is not approved by the effective date, the original plan stays active, and the reviewer is notified via email.
6. Accordions: The form includes several collapsible sections, known as accordions, which each serve a specific purpose.
   • Relevant Documents
   • Asset Priority
   • Related Plans
7. Submit Form: A button for submitting the completed form.
   • Upon submission, this form will trigger the Plan Review & Approval workflow. The assigned reviewer will be tasked with reviewing the plan.
     

     *Users should ensure all tabs are fully completed and requirements are met before submission.