Creating a Plan 
During planning, you enter the plan information following the guided activity steps. The plan executes the specific logic beginning on the start date.
Prerequisites
User roles are properly assigned to organizations
Complete the Customizing activity Define Plan Usage under
Governance, Risk, and Compliance 
Common Component Settings Planning and Scheduling 
.
Procedure
Navigate to
Assessments Assessment Planning Planner . The Planner table displays existing plans. The period and year selected determine the default period and
year for the next step.Choose Create. The guided activity screen for creating a plan displays.
Enter the name of the plan and select a Plan Activity. Depending on the selection you make here, the fields below it vary.
To use a survey for the plan, select it from the dropdown list.
For some plans that involve the sending of PDF questionnaires, you must set the Delivery: Via E-Mail Indicator. This means that you receive a survey in Offline Mode. Otherwise, you receive a work item in your work inbox, which is considered as the Online Mode.
Enter the start and due dates, and for assessments, the analysis date.
NoteThe due date cannot be the same as the start date, it must be at least one day later. However, for risk analyses, the analysis date can be the same as the start date. If workflow is not completed by the planned due date, the workflow remains open until it is completed. The Due Date can be configured with reminders and escalations to notify users of tasks approaching or past their due dates.
End of the note.Select Yes if it is a Recurring Plan. Enter the recurring information.
(Optional, depending on configuration) Click Next to display Select Regulations. Select the Regulation step and the Evaluation Results Sharing.
(Optional, depending on configuration) Click Next and proceed to the Select Organizations step. Expand this window to see all the fields.
Choose the line of the organization for which you want to carry out the plan activity and then choose Next.
NoteAll organizations loaded in the list are included in the plan.
For planning Perform Signoff, review the list to ensure that all organizations are correctly flagged for sign-off. If any sign-off flags are incorrect, exit the Planner. Make the changes to the organization’s Subject to Sign-off field and restart the planning activity.
For planning Perform Aggregation of Deficiencies (AoD), review the list to ensure that all organizations are correctly flagged for AoD. If any AoD flags are incorrect, exit the Planner. Make the changes to the organization’s Subject to AoD field and restart the planning activity.
End of the note.In the next step, Select Objects, you can further narrow the selection criteria (depending on the configuration), if applicable.
(Risk Management only) For an activity validation, you have the following options:
If you select all activities, all existing activities in the organization are used in the plan.
If you select by activity attributes, for example, you can specify the activity category and type, and the number of risks to be included. In particular, you can specify the inherent and residual risk levels, as well as enter a validity period for the plan.
If you select specific activities, you must specify which ones are to be included in the plan.
Select the Recipients for the plan (depending on configuration). Only Policy Survey, Policy Quiz and Policy Acknowledgement use this choice.
After choosing Next, you access the Review section of the Guided Procedure, where you can check whether the plan details and the selections you made are correct. If you choose the View Objects, the system outputs a list of the selected objects and the corresponding e-mail recipient or recipients.
Choose Activate Plan to save the plan.
The last step, Confirmation, is triggered automatically, and the system confirms that your plan was saved.
To conclude the procedure, click the Finish pushbutton. Alternatively, you can create a new plan from the corresponding link in this section.
The plan you created is now listed in the overview screen. If you call up the plan again from the list, you can see the scheduling events for this plan in the Events tab.
In the overview screen, the statuses set by the system are:
Planning — The plan has been created but has not been executed.
In process — The plan is being processed but is not completed.
Completed — The plan has been executed successfully.
Error — The plan has been executed but an error occurred.
NoteIf you receive the status Error for your plan, you can see the reason in the Events tab of the plan. In this case, you must check the application log using transaction SLG1.
End of the note.
Copying a Plan
From the Planner overview list, put your cursor on the plan to be copied and choose Copy.
A Guided Procedure for copying the plan displays.
You can change the plan details by entering other data. The start date cannot be in the past.
The steps to be followed for copying are the same as for creation — see Steps above.
Deleting or Splitting a Plan
A plan can be deleted or split over several organizations. In the latter case, you can use one plan for all organizations or have the plan replicated for each organization.
From the Planner overview list, put your cursor on the plan to be deleted or split and choose the correct action.
NoteYou can only delete or split a plan that has not been executed yet. Only a plan whose status is Planning and whose start date is tomorrow or later can be deleted or split. To split a plan, you must previously have selected at least two different organizations.
End of the note.The plan is either split or deleted. If it is split, two lines are displayed in the list. If deleted, the line for this plan no longer displays.