Add or Modify Plans helper
Launched from a computed field link on the Audit object, and available only for the Audit
Owner, the Add or Modify Plans helper facilitates creating and editing Audit Plans. It finds and
populates Auditors to assign to the Plans.
The helper provides a summary of and the ability to modify the existing Plans for this Audit. It provides the ability to add a new Plan for this Audit. It also enables the ability to search the Auditor pool or a selected portion of it, for Auditors who match the skills, attributes and availability requirements that are identified in the Plan. It provides the ability to view details of other Plans for each found Auditor, and to select and auto-populate the appropriate auditor from the search results.
Configure this component to behave as appropriate for the customer methodology using the registry and application text settings.