How to Assign Activity Plan Steps to a Coverage Role
Note:
An activated Activity Plan has already used the Coverage Group to assign each step to a User.
You cannot assign them to roles at that point.
Instead, simply reassign the step to the User you want it assigned to.
- Open the Activity Plan Template you want to modify or start a new one.
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Click Edit on the step you want to assign a Coverage Role or create a new step.
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Select Coverage Role under Assign To.
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Select Client Coverage in the Role Type field.
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Choose the role you want to assign the step to.
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Click OK when finished editing or creating that step.
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Click OK to save the Activity Plan.
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