Create Action Plan Templates for Inspection Visits in Public Sector Solutions

Create the Action Plan Template

Create an action plan template that includes tasks to complete on an inspection visit. For example, create action plan templates for health and safety, food safety, cannabis dispensary establishment, salon establishment, other types of inspections.

1. From the App Launcher, find and select Action Plan Templates.
2. Click New.
3. Enter a name for the template. For example, enter Salon Establishment.
4. For Target Object, select Visit.
5. For Action Plan Type, select Assessment Execution.
6. Save your changes.

Add Assessment Task Definitions to the Template

Add assessment task definitions for the tasks that inspectors need to complete on the visit.

1. On the action plan template record page, click Add Assessment Task Definition.
   

   Note You can’t add assessment task definitions to a published action plan template.
2. Search for and select an assessment task definition. For example, select Salon Establishment.
3. To define the task sequence, enter a number for the display order.
   The task without a display order number is considered the first task when you specify a sequence for the other tasks.
4. To make the task mandatory, select Is Required.
5. Save your changes.

Add a Signature Task to the Template

Add a task to the action plan template to capture a signature at the end of the visit.

1. On the action plan template record page, click New Signature Task.
2. Enter a name and, optionally, a description for the signature task.
3. To make the task mandatory, select Required.
4. Save your changes.

Publish the Template

Publish the inspection action plan template so that your users can use it to create action plans for specific visits.