Adding plan copies to applications

When applicants submit plans with their applications, you can use Plan Tracking or the Application InfoViewer to make records of these plans and assign them to specific reviews. These records are used to keep track of the plans' locations, check them in and out, and track plan versions as they're modified.

  1. Look up the correct application in Plan Tracking, or open the application in the InfoViewer and select the Reviews tab.
  2. Click Add above the Plan Copies grid.
  3. In the Number of Copies field, type the number of plan copies that you’re adding.
    Infor Public Sector will create a separate entry in the grid for each copy.
  4. In the Copy ID field, type an identification code for this plan copy, if required.
  5. In the Location field, specify the location where this plan copy is stored, if required.
  6. Specify any other information about the plan copy, such as its version number or type.
    New plan copies typically have a version number of 1 to indicate that they haven’t been checked out or reviewed yet.
  7. Click Save.
    Infor Public Sector adds the plan copy (or copies) to the application and closes the Add Plan Copy dialog box. Each copy is displayed in the Plan Copies grid with a status of In (checked in). If you added more than one copy, Infor Public Sector adds an entry for each copy. For example, if you entered 3 as the number of copies, Infor Public Sector creates three identical entries with copy numbers 1, 2, and 3. After the plan copy is checked in or out, you can click its History link to view every instance of it being checked in or out.

    See Editing plan copy information.