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为动态评估创建行动计划
从行动计划模板创建行动计划,该模板包含特定营业执照申请、护理计划、走访或其他记录的全方位评估任务。

使用更普遍的搜索词。
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从行动计划模板创建行动计划,该模板包含特定营业执照申请、护理计划、走访或其他记录的全方位评估任务。
| 查看支持的产品版本。 |
| 所需用户权限 | |
|---|---|
| 要创建行动计划: | 行动计划权限集 |
要使用行动计划模板,请从模板目标对象上的特定记录创建行动计划模板的实例。当您为特定记录创建行动计划时,全方位评估任务可供检查员、调查员、个案工作人员和其他工作人员在“评估”选项卡上完成。
对于沙龙消防安全检查的动态评估,您需要营业执照申请记录。创建一个供虚构沙龙用于本示例。创建应用程序时,根据需要创建所需的(虚拟)客户、联系人和许可证类型。或者,使用贵组织中的现有营业执照记录。如果需要,您可以稍后从记录中删除行动计划。
对于营业执照申请的操作计划,指定这些详细信息:

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