Link an Agreement to an Engagement plan from an Agreement record

After creating your agreement, you can add engagement plans associated with it.

This article covers the following:

• Adding an engagement plan to an agreement
• Viewing an engagement pan for an agreement
• Unlinking an engagement plan from an agreement

Add an Engagement plan to an Agreement

1. Navigate to Agreements in Land access.
2. Open the agreement record to which you want to add an engagement plan.
3. In the left-hand record menu, click the + Add in-line option for Engagement plans OR select Engagement plans and click the + Add button in the Engagement plans information page.

4. Select either Create a new record OR select Link an existing record.
   
    

   

5. In the Select drop-down list, select the engagement plan you want to link to this agreement OR Create a new engagement plan using the + Create button.
   
6. Click the Link button.

View an Engagement Plan from an Agreement

1. Navigate to Agreements in Land access.
2. Open the agreement record for which you want to view the details of an engagement plan.
3. In the left-hand menu, select Engagement plans.
4. In the Engagement plans information page, mouseover the engagement plan for which you want to view details.
5. Click the View button on the right-hand side of the page.
   

You will then be taken to the General information page of this engagement plan.

Unlink an Engagement Plan from an Agreement

1. Navigate to Agreements in Land access.
2. Open the agreement record for which you want to unlink an engagement plan.
3. In the left-hand menu, select Engagement plans.
4. In the Engagement plans information page, mouseover the engagement plan you want to unlink.
5. Click the Unlink button on the right-hand side of the page.