Adding a planning condition from the library

A planning condition is either a requirement imposed on an application or important information about an application, such as special handling instructions. You can add an existing planning condition from your agency's Planning Condition Library, or create a new planning condition for just the current application. You can create two types of planning conditions: requirement and informational.

  1. Load the application you want in the application InfoViewer.
  2. On the Conditions tab, under Planning Conditions, click Add above the grid.
  3. Click Select a Planning Condition from the Library.
  4. In the Planning Condition Library Search Results tree, click the planning condition you want.
    You can either browse to the correct planning condition or perform a keyword search by typing one or more keywords in the Keyword field and clicking Search. You can also right-click a "Planning Condition Category" node and select View all Sub-Categories to view any subcategories or View all Conditions to view any conditions. You can right-click a "Planning Condition" node and select View Condition to view details about the planning condition.
  5. Click Select.
    Infor Public Sector adds the planning condition to the application and shows it in the grid. You can click the link above the grid to change a planning condition's status. Note that any edits you make apply only to the current application.