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Introduction

Planning System Tools help you design a managed system that can support a specified set of workloads. These tools enable and guide organizational action steps related to implementing an initiative, program, or intervention. These tools are used to manage various types of business operations. These tools are intended to guide you in planning and analysis processes.

Features/Components

Three main features can be managed by the admin user given as follows:

  • Partner Profile
  • External Task Summary
  • Question Response Profile Module

1.1 Partner Profile

Partner Profile
What A partner profile includes information about your company's relationship with the partner company. A partner profile contains client-defined parameters to provide more details for a partner. This involves defining fields with field title and data type to provide details in the Successful Channels application manually or by 3rd party integration like Salesforce.

1.1(a) Add More

Add More
How
  1. In the left navigation, Go to Business Action Plan>Set Your Business Plan.
  2. User can create multiple Partner Profiles.
  3. Click on Add More button for creating a new Partner Profile.
  4. Click on the Select Module Type dropdown and select Partner Profile.
  5. Click on the Ellipsis (3 dots button) to set up the Partner profile and Add Properties.

1.1(b) Set Your Business Plan

Set Your Business Plan
How
  1. How to setup Partner Profile module if Profile Field Data Source is SALESFORCE:
    • Name the Module Title (Required) for the partner profile.
    • On the bottom of the page, click on the Plus icon for adding new Column Titles.
    • In the Column Title textbox, enter the column’s name that the admin user wants to show on the frontend.
    • Select the Salesforce from the Profile field data source dropdown for the column.
    • Select the Salesforce field for that column. But here, the user needs to make sure that the user selects only those salesforce fields that the user has mapped Salesforce objects and Successful Channels objects.

      • Note: Salesforce field must be unique for each column title for which field data source is “Salesforce.”

    • Show/Hide column for the frontend by checking/unchecking the checkbox.
    • Click on the cross icon for deleting the column.
    • Click on the SAVE/UPDATE button for saving the partner profile.
  2. How to setup Partner Profile module if Profile Field Data Source is SUCCESSFUL CHANNELS:
    • Name the Module Title (Required) for the partner profile.
    • On the bottom of the page, click on the Plus icon for adding new Column Titles.
    • In the Column Title textbox, enter the column’s name that the admin user wants to show on the frontend.
    • Select the Successful Channels from the column's Project field data source dropdown.
    • In this case, the Salesforce field will be disabled.
    • User will need to select the Profile field data type for that column title.
    • Show/Hide column for the frontend by checking/unchecking the checkbox.
    • Click on the cross icon for deleting the column.
    • Click on the SAVE/UPDATE button for saving the partner profile.
  3. Edit the module:
    • In the left navigation, Go to Business Action Plan>Set Your Business Plan.
    • Click on the Ellipsis button for the Partner Profile module, and click on Edit Properties.
    • Make the desired changes and hit the SAVE/UPDATE button.
  4. Delete the module:
    • In the left navigation, Go to Business Action Plan>Set Your Business Plan.
    • Click on the Ellipsis button for the Partner Profile module, and click on the Delete row.

1.1(c) Column Order Management

Column Order Management
How
  1. All the created columns will display here.
  2. Drag and drop the columns by the icon given.
  3. The same column order will reflect on the front.

1.2 External Task Summary

External Task Summary
Add More
How

How to Add External Task Summary Module:

  1. In the left navigation, Go to Business Action Plan>Set Your Business Plan.
  2. User can not create multiple External Task Summary modules.
  3. Click on Add More button for creating an External Task Summary module.
  4. Click on the Select Module Type dropdown and select External Task Summary.
  5. Click on the Ellipsis (3 dots button) to set up External Task Summary and Add Properties.

1.2(a) Add Properties

Add Properties
How

Add the module:

  • Name the Module Title (Required) for the External Task Summary.
  • In the Admin Defined Column Title column, enter the keyword that the admin user wants to show on the frontend for the Default Title.
  • Select the Data type for the title from the dropdown.
  • Show/Hide column for the frontend by checking/unchecking the checkbox.
  • Click on the SAVE/UPDATE button for saving the External Task Summary.

Edit the module:

  • In the left navigation, Go to Business Action Plan>Set Your Business Plan.
  • Click on the Ellipsis button for the External Task Summary module, and click on Edit Properties.
  • Make the desired changes and hit the SAVE/UPDATE button.

Delete the module:

  • In the left navigation, Go to Business Action Plan>Set Your Business Plan.
  • Click on the Ellipsis button for the external Task Summary module, and click on the Delete row.
  • Make the desired changes and hit the SAVE/UPDATE button.

1.3 Question Response Profile Module

Question Response Profile Module
What Allow admin users to filter categories that are to be focused on and out of the selected categories, which topics are to be focused on, and inside the topics which questions are to be focused on for Channel Manager or Partners.

1.3(a) Add More

Add More
How How to Add Question Response Profile Module:
  • In the left navigation, Go to Business Action Plan>Set Your Business Plan.
  • User can not create multiple Question Response Profile Modules.
  • Click on Add More button for creating a Question Response Profile Module.
  • Click on the Select Module Type dropdown and select Question Response Profile Module.
  • Click on the Ellipsis (3 dots button) to set up the Question Response Profile Module and Add Properties.

1.3(b) Add Properties

Add Properties
How

Add the module:

  • Name the Module (Required) for the Question Response Profile Module.
  • Click on the Category tab for filtering the categories that the user wants to show for the frontend users.
  • A side pop-up will open. Check the categories and hit Save.
  • Click on the Topic tab for filtering the topics for the checked categories that the user wants to show to the frontend users.
  • A side pop-up will open. Check the topics and hit Save.
  • Click on the Question tab for filtering the questions from the different topics of different categories selected.
  • Click on the Save button.
  • Click on the selected category name dropdown; all the filtered topics and question titles will display in the dropdown list.

Edit the module:

  • In the left navigation, Go to Business Action Plan>Set Your Business Plan.
  • Click on the Ellipsis button for the question response profile, and click on Edit Properties.
  • Make the desired changes and hit the SAVE button.

Delete the module:

  • In the left navigation, Go to Business Action Plan>Set Your Business Plan.
  • Click on the Ellipsis button for the external Task Summary module, and click on the Delete row.

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