Open Record
Click this button to open a form view of the record.
Each management plan has multiple ways to store information about different types of communication.
Notice Status Fields
These are fields found on the management plan record that store information about notices.
Notification |
Identifies the type of Notification delivered.
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Notification Date |
Records the date that the Notification was sent.
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Conversation Grid
Conversations History records track general communications between the agency and site that the Management Plan is for.
Grid Tools
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Open Record |
Click this button to open a form view of the record. |
How to add a conversation record
Notification Grid
The Notice History grid displays a list of notifications sent out manually.
Grid Tools
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Open Record |
Click this button to open a form view of the record. |
How to add a Notification record
Tracking Grid
The Tracking grid is read-only. It maintains a record of all status changes and e-mail notifications sent to primary contacts or owners using Lucity Notifications.
button.
button to save the conversation.