Task plan template access record

  • Release version: Zurich
  • Updated November 11, 2025
  • 1 minute to read

    • 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.

    Table 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.
    Note:
    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.
    Service 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.
    Note:
    This field is enabled only when Service Organization or Service Organization Criteria is selected.