Task plan template access record

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • The task plan template access record is created with pre-filled template number. The access fields need to be specified to create and save the task plan record.

    表 : 1. Task Plan Template Access Record form
    User User of the template. Search and select a user from the list, or select New to create a user.
    Group Group for the template. Search and select a group from the list, or select New to create a group.
    注:
    On entering or by selecting the user or group name from the list, all other fields are disabled.
    Service Organization Service organization for the template. Search and select a service organization from the list, or select New to create a new service organization.

    Organization Criteria

    		 Criterion for the template.
    Optional Member type. For example, Location Agent, Listed Member, Location Contributor.
    Member Type Appropriate member type for the service organization criteria.
    注:
    This field is enabled only when Service Organization or Organization Criteria is selected.