Define a communication plan for a task record to specify communication task and contact definitions. When specified conditions for the plan definition are met, the communication plan and its associated records are automatically attached to the task record, eliminating manual effort.

Before you begin

Role required: sn_comm_management.comm_plan_admin or admin

Procedure

  1. Navigate to All > Task Communications Management > Plan Definitions, and click New.
  2. On the form, fill in the fields.
    Table 1. Communication Plan Definition form
    FieldDescription
    Name Unique name for the communication plan.
    Table Table that the plan is attached to when the conditions are met.
    Type Type of communication plan such as Technical, Internal, External, Customer.
    Order Order in which the communication plans must be associated to the table.
    Condition based Option to define whether the plan is attached to a table based on the conditions. For example, if you want to attach a communication plan to an incident of priority = 2, you can mention the condition in the Condition field.
    Active Option to define whether the plan definition is active.
    Description Detailed description of the plan definition.
    Condition Condition under which a communication plan gets attached to a table.
  3. Click Submit.
    The communication plan is submitted. The following related lists appear in the communication plan definition:
    • Communication Task Definitions
    • Communication Contact Definitions

What to do next

Define a communication task for the plan.