Follow

How to Enter Action Plan & Snooze Contract: ID768,ID773, ID560, ID150 and ID758

How to SNOOZE a contract and enter an ACTION PLAN

First, Snooze the Contract from reporting on the alert, under the Contract / Custom Properties Tab set a future date that you want to snooze the contract to.

Use ZCJPofitAlertSnooze for ID768 worst profitability contracts, ID773 Worst profitability customers, ID560 low profit contracts up for renewal and ID150 manual SSRS report to review profitability

Use ZCJTonerSnooze for ID758 Biggest toner problem contracts

Screen_Shot_2018-04-02_at_4.32.54_PM.png

Next, enter your Action Plan, click on the Yellow Icon in the lower left corner

image.png 

Click on Add, and select the Note Type Review Action, and enter your notes here.

Screen_Shot_2018-04-02_at_4.35.55_PM.png

The above Custom Property Attributes and Note Type are the defaults we use. If you want to use another name as reference for either, you must ensure that the alert ID subscription has the updated note type and custom property referenced in the variables.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk