Create Submission Plans

Calyx RIM enables you to create submission plans and associate entities such as applications and sequences to the submission plans.

To create a submission plan, you must have appropriate privileges from your application security administrator.

To create a submission plan:
  1. On the home page, click New > Submission Plan.
  2. On the Create Submission Plan page, enter the attribute values for the submission plan.
  3. Save.
  4. Choose the applicable procedure to enter an electronic signature for entities:
    Scenario Steps
    When electronic signature and SSO are enabled
    1. Select a reason and enter comments for the reason.
    2. Select Save.
    3. Validate your identity by entering your user credentials in the dialog box.
    When electronic signature is enabled and SSO is disabled
    1. Select a reason and enter comments for the reason.
    2. Enter user ID and password and click Save.