Calyx RIM Administration

Using the Create Timeline/Event Plan Wizard

You can create a timeline/event plan using the Create Timeline/Event Plan wizard.

Note: Access to the Create Timeline/Event Plan wizard is established in Calyx RIM Security Administration. In the Home Page Access section, the Data Administration option must be set to Yes for the user.
To create a timeline/event plan:
  1. Start the Create Timeline/Event Plan wizard using one of the options:
    • Wizards > Create Timeline/Event Plan .
    • On the upper navigation pane, choose GO TO > Data Administration. Under Event Maintenance, click Timeline/Event Plan Values. Click the Create icon.
  2. On the Enter Timeline/Event Plan Details page:
    • Select a timeline/event plan type.
    • Enter a timeline/event plan name.
    • Select the event type or procedure type.
    • Select the region type of the region, containing the countries for which you will use the timeline/event plan.
    • Select the region that belongs to the selected region type.
    • Select the countries for which you will use the timeline/event plan.
    • In the Enforce Status Progression field, select Yes or No. Enforcing a status progression limits the statuses an event country schedule can transition to. It is based on the progression setup in the timeline/event plan when the event was created.
    • Select the required event statuses for which you want to specify lead times in the timeline/event plan.
    • Optionally, select the optional event statuses for which you want to specify lead times in the timeline/event plan.
  3. Click Next.
    The Create Timeline/Event Plan Confirmation page opens.
  4. Click Next.
    The Enter Lead Times Values page opens.
  5. Enter a lead time for each event status.
    To select a Lead Time field, double-click it.
  6. Click Next.
    The Create Timeline/Event Plan Lead Time Confirmation page opens.
  7. Click Next.
    The Create Plan Summary page opens.
    Note: The timeline/event plan is a hyperlink to the created Timeline/Event Plan Attributes page.
  8. Click Finish.