1. Access Navigation Builder.
- Select a Product then Area then Station where you want to add a new Plan
- See existing plans, if any.
2. Click the "plus" button, see the image below, it may be collapsed under the sidebar.
3. Fill out the form for a new Plan:
- Plan Name: Plan name within a station.
- Plan type: client-specific usage, inspection, audit, etc
- Plan group no: client-specific usage.(use a date code)
- Sample type: Frequency of inspection.
- Product, Station, prefilled display only.
4. Click on Create.
The new plan will now appear on the list of available plans within the station and can be selected to add a check sheet.
Click on the link "Adding a checksheet" and "create new echecksheet" for more information on checksheet.