Plan items are action items generated automatically from an association's Management Plan or Maintenance Calendar.
Note: Plan items are automatically assigned to the association's community association manager and display with “Plan Item” in front of the action item name.
Follow these steps to review a plan item:
In CINC, go to Portfolio > Action Items.
OR
In CINC with universal navigation, go to Tasks > Action items > Action items.
The Action Items page displays. Click the name of the plan item you want to review.
Note: The date in the Due By column displays in red for any action item that's past due.
The Edit Action Item page displays. Do any of the following:
To reassign the action item, select a different user from the Assign To drop-down list.
To delegate part of the action item, select a user from the Delegated To drop-down list. Refer to Delegating an Action Item.
To change the status, select a status from the Status drop-down list.
Click Add to add additional notes.
To add or remove attachments, click Manage next to the All Attachments field.
To download an attachment, click the down arrow next to the All Attachments field (if multiple files are present), select the appropriate file, then click View.
Click Save.