Plans

Plans Overview

A brief introduction to the Plans feature in Global AlertLink.

Plan Outlines

Recommendations and best practices before creating a plan in Global AlertLink.

Create a Plan

Instructions on creating a new plan in Global AlertLink. Once created, you can configure the Visual Modeler, action steps, relationships, and properties.

View, Filter & Sort Plans

How to view, sort, and filters plans in Global AlertLink.

Copy a Plan

How to copy an existing plan into another folder in Global AlertLink.

Plan Relationships

Create relationships between a plan in your org and other items in the Global AlertLink system.

Plan Properties

About the Properties tab in a Global AlertLink plan record, where you can assign owners and schedule reviews.

Activate a Plan

Activate a plan in Global AlertLink to convert it and its action steps into a series of events.

Activate a Plan with GIS Mapping

Activate a plan with GIS mapping selections in Global AlertLink.

Load Knowledge into a Plan

A brief overview of how to load knowledge (Documents, News, Contacts, etc.) into a Global AlertLink plan.

Edit a Plan in Event Editor

Information on editing a plan using a form in the Global AlertLink Event Editor.