Create a plan type

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create the communication plan type and specify whether the plan type is applicable globally or to a particular table. When you create the communication plan type, it is referenced in the communication plan definition. The type of the communication plan helps you to filter the plan by its type, generate a report of a particular plan type, or create SLAs for any communication plan.

    Before you begin

    Role required: sn_comm_management.comm_plan_admin or admin

    Procedure

    1. Navigate to All > Task Communication Management > Administration > Plan Types, and click New.
    2. On the form, fill in the fields.
      Table 1. Communication Plan Type Lookup form
      Field Description
      Name Unique name of the communication plan type.
      Global Option to determine whether the plan type is available for all tables or for a specific table. If the check box is not selected, the Table field appears where you can select the table for which the plan type appears.
      Application Application scope of the plan type. The plan type is available for all applications or for scoped applications.
      Active Option to define whether the plan type is active.
      Description Detailed description of the plan type.
    3. Click Submit.
      A communication plan type is created.

    What to do next

    Define a communication plan.