This feature allows you to manually attach or detach a Standard Activity Plan from a specified target, i.e.: Appraisal, Listing, Contract etc. Before attaching a Standard Activity Plan, if there is an existing Activity Plan already attached to the target you will be prompted to delete it first. Should you want to delete or detach an existing Standard Activity Plan from a target, you may follow the instructions up to step 7.

1.       Go to the relevant area, i.e.: Listings.

2.       Select the target using the Find Now option.

3.       When the target is selected, click on the Actions button.

4.       Select the Attach a Standard Activity Plan menu option.

5.       If an Activity Plan already exists for this target, the Delete Existing Activity Plan window will

be displayed. A list of tasks associated with the target will be displayed.

6.       Click on the OK button, only activities that have a status of ‘Not Started’ and ‘In Progress’ will

be deleted.

7.       The Attach Plan screen will be displayed in accordance with the specified selected, e.g. for

Listings, the Attach Listing Plan screen will be displayed and only available Standard Activity Plans applicable to that target will be displayed in the drop down list. If you do not want to attach a Standard Activity Plan, click on the Cancel button, otherwise proceed to step 8.

8.       If more than one Standard Activity Plan exists for the target select, select the appropriate

Standard Activity Plan from the Select Activity Plan Drop Down List.

9.       Using the Calendar drop down, select the Start Date for the Standard Activity Plan to begin.

10.     Click on the OK button.