Job Aid

Creating Collection Plans from Seeded Templates

Step Action
1. Begin by navigating to the Copy Collections Plan page.

Click the vertical scrollbar.

2. Click the Manufacturing and Distribution Manager link.

3. Click the vertical scrollbar.

4. Click the Copy Collection Plans link.

5. Use the Copy Collection Plans page to select the seeded template you want to copy.
6. Click in the Collection Plan Name field.

7. Enter the desired information into the Collection Plan Name field. Enter a valid value
e.g. "Template Corrective Action Request".
8. Click the Source Organization list.

9. Click the M1 - Seattle Manufacturing list item.

10. Click the Search button.

11. To use the set of template collection plans and related seeded data, you will need to copy
the structure, give unique names to the plans and specify the destination organization.
12. Click the Copy button.

13. Click in the New Plan Name field.

14. Enter the desired information into the New Plan Name field. Enter a valid value e.g. "IC
CAR".
15. Click in the New Plan Name field.

16. Enter the desired information into the New Plan Name field. Enter a valid value e.g. "IC
CAR IMP".
17. Click in the New Plan Name field.

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Step Action
18. Enter the desired information into the New Plan Name field. Enter a valid value e.g. "IC
CAR IMP HIST".
19. Click in the New Plan Name field.

20. Enter the desired information into the New Plan Name field. Enter a valid value e.g. "IC
ECO SUB".
21. Click in the New Plan Name field.

22. Enter the desired information into the New Plan Name field. Enter a valid value e.g. "IC
ECO SUB HIST".
23. Click in the New Plan Name field.

24. Enter the desired information into the New Plan Name field. Enter a valid value e.g. "IC
CAR REQ HIST".
25. Click in the New Plan Name field.

26. Enter the desired information into the New Plan Name field. Enter a valid value e.g. "IC
CAR REQ REVIEW".
27. Click in the New Plan Name field.

28. Enter the desired information into the New Plan Name field. Enter a valid value e.g. "IC
CAR REQ REVIEW HIST".
29. Click in the New Plan Name field.

30. Enter the desired information into the New Plan Name field. Enter a valid value e.g. "IC
SUP CAR RESPONSE".
31. Click in the New Plan Name field.

32. Enter the desired information into the New Plan Name field. Enter a valid value e.g. "IC
SUP CAR RESPONSE HIST".
33. Click the Destination Organization list.

34. Click the M1 - Seattle Manufacturing list item.

35. Click the Finish button.

36. Click the Ok button.
37. You have successfully created collection plans from seeded templates.
End of Procedure.

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