Search Plan Templates in Development Plan Administration

This functionality was released with the 25 September 2020 patch.

Prior to this enhancement, to locate a specific development plan template, administrators manually paged through the Template table.

With this enhancement, administrators can search for templates by title or description and view the relevant search results in the Template table.

To access templates, go to Admin > Tools > Performance Management > Plan Templates.

Starter Guide/Adoption Kit

Implementation

This functionality is automatically enabled.

Permissions

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Development Plan Categories - Manage Grants ability to create and edit categories used to classify development plans. This is an administrator permission. Performance - Administration
Development Plan Templates - Manage Grants ability to create and edit development plan templates that can be made available for use by end users. This is an administrator permission. Performance - Administration