Defining Collection Plan Types
You must select a collection plan type for each collection plan you create. Collection plan types categorize collection plans, and are informational only. The five predefined plan types are WIP Inspection, Receiving Inspection, FGI Inspection, Field Returns, and Service Requests.
To create collection plan types:
You cannot change the values in this field after saving them. To remove an obsolete QuickCode you can either disable the code, enter an end date, or change the meaning and description to match a replacement code. You can define a maximum of 250 QuickCodes for a single QuickCode type.
The meaning and description are displayed in the list of values for the enabled collection plan types.
You cannot use the collection plan type before this effective date. If you do not enter a From Effective Date, the collection plan type is valid immediately.
6. Optionally, enter the To Effective Date.
You cannot use the collection plan type after this date. Once a collection plan type expires, you cannot select this collection element type as you create collection plans, but you can query records that already use it. If you do not enter a To Effective Date, the collection plan type is valid indefinitely.
If you disable a collection plan type, you cannot select it as you define collection plans, but you can still query records that already use it. You can disable but not delete collection plan types.
See Also
Collection Plan Types
QuickCodes
Creating Collection Plans
