How to Plan an Implementation Step?

You first start a new activity above the calendar. The detailed information about the activity becomes visible on the right side of your screen. By default, 'Action Point' is pre-filled as the type.

Step 1. Select the Type

The first step is always to select a type. In this case, select the type 'Implementation Step'. If you want to perform the action on a day other than today, choose a start and end date and a start and end time for this activity. Optionally, choose an execution date.

Step 2. Give the Action a Title

A title for this type of activity is mandatory. You have space to add a description and to place a remark.

Step 3. Add One or More Participants

The presence of one or more participants is mandatory for this activity. As the applicant, you are automatically added as a participant to this activity, and your company name is also pre-filled. Choose whether or not you want to receive a notification during the process of this request.

Via the Add Participant button, you can optionally add a colleague to this activity. Here too, you choose whether they receive a notification.

The presence of one or more users is not mandatory for this activity. Users are the persons who need to approve the appointment. As the applicant, you are automatically added as a user to this activity, and your company name is also pre-filled.

Via the Add User button, you can optionally add a colleague who needs to approve this activity.

Step 4. Request

All participants and users added? Click on Request. The detailed information of this activity then disappears from your screen. The created item is displayed in your calendar on the date you have chosen. By clicking on the item in the calendar, you can open the activity again.

The Follow-up

You have control over this activity. After creating it, you can modify an implementation step by, for example, adding participants or users, or you can delete it again.