Plans and Tools Index

You can see all the plans and tools associated with a Unit of Work on the Plans and Tools Index page. To Access the index, click See All at the bottom of the Plans and Tools card on a case or assessment. 

This link will take you to the Plans and Tools Index Page. In the top left corner of this page, there is a back button that will take you back to the main page of the case or assessment you were just on.

The index lists all of the plans and tools associated with a unit of work as well as the following information. You can sort by any of the column headers, including Date Created, People, Status and Plan/Tool Type.

• • a relevant date about the Plan or Tool -- an explanation of what the date is will appear below the date

  • the type of plan or tool -- this is a link that will take you to the view page of the plan or tool

  • the associated people

  • the status