Template Plans are used to specify a set of Trips that are to be placed on a daily work plan. To view a list of existing Template Plans, from the top menu bar click Plans then Template Plans; the form displays a list of current Template Plans.
Every day a Daily Plan is created from a Template Plan at a specific time; the Daily Plan creation time is set up in the User Profile – for more information about the User Profile read the training about Hello – Your User Profile.
To manually create a Daily Plan for a specific date, click Create Daily Plan on the row of the Template to be used; in the form displayed enter a Plan Date and click OK.
Daily Plans define the work to be done on a specific date. To view a list of Daily Plans, from the top menu bar click Plans then Daily Plans; the form displays a list of current and previous Daily Plan
For more information read the training about Daily Plans.