Add Engagement Plans to Your Company Asset

After creating your company asset, you can add engagement plans related to it.

This article covers the following:

• Adding an engagement plan to a company asset
• Viewing an engagement pan for a company asset
• Unlinking an engagement plan from a company asset

Add an Engagement plan to a Company Asset

1. Navigate to Company assets in Land access.
2. Locate and open the company asset 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 company asset OR Create a new engagement plan using the + Create button.
   
6. Click the Link button.

View an Engagement Plan from a Company Asset

1. Navigate to Company assets in Land access.
2. Locate and open the company asset 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 a Company Asset

1. Navigate to Company assets in Land access.
2. Locate and open the company asset 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.