Creating a MedEd Plan
The following procedure shows you how to create a MedEd plan.
To create a Med Ed plan
Navigate to the MedEd screen, then the MedEd Plans view.
In the MedEd Plans list, create a new record and complete the necessary fields.
Some fields are described in the following table.
Field Comments Assigned To
Person responsible for carrying out the plan.
Budget
Amount of money that the plan authorizes the responsible person to spend.
Parent Plan Name
Blank for master plans. For subplans, the application automatically provides the name of the associated parent plan.
Periods
Time period during which the plan is to be used.
Plan Name
The name of the MedEd plan for which team members can associate event costs with a given fund.
Products
Products to be promoted with the funds supplied under this plan.
Status
Status of the plan. Defaults to Active.
In the form, enter any additional details.
The application automatically creates an unique alphanumeric value for the Plan ID.