You can access the Planner under Assessment Planning in the Assessments work center. The window that opens displays all Process Control and Risk Management plans and associated activities.
Using the Planner, you can do the following:
Display existing plans, create a new plan, or copy and change an existing plan.
Display the organizations for which plans are to be used.
Display planning dates, including the start date, due date, and actual end date.
Display the status of a plan.
Split a plan, which has not executed, involving more than one organization.
Caution
Splitting a plan over several organizations cannot be reversed.
You need to ensure the following when using the Planner:
User roles are properly assigned to organizations.
According to your business needs, complete the Customizing activity Define Plan Usage under
.You can use the Planner for Process Control and Risk Management, triggering workflow procedures for assessment, testing, and sign-off, among other purposes. You can use it to trigger e-mail surveys as well for policy distribution.