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Delivery plan Look up tables

Jade Pimblott
Modified on: Tue, 25 Jun, 2024 at 11:59 AM

  User Roles

This feature can be used by the following user roles:

  • Centre Manager

Look-up tables can be created by following the steps below.

  1. Click Centre on left hand navigation bar
  2. Click Look-up Tables
  3. Select Delivery Plans
  4. Click Categories Delivery Leads, Finding Sources or Delivery Methods
  5. Click Create
  6. Add Name
  7. Click Create

When creating delivery plan categories you'll also be able to select which fields are visible for the components within the category.



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