Add, Remove, or View Engagement Plans in a Company Asset

This article covers the following:

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

View an Engagement Plan from a Company Asset

1. Navigate to Company assets in Land access.
2. Locate and open the company asset that contains the engagement plan you want to view.
3. In the left-hand menu, select Engagement plans.
4. In the Engagement plans list, hover over 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 be redirected to the general information page of this engagement plan.

Add or Link 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 and click the Link button OR Create a new engagement plan using the + Create button.
   

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 list, hover over the engagement plan you want to unlink.
5. Click the Unlink button on the right-hand side of the page.