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Plan Builder - Results, Strategies, Measures (RSM)

Updated

The Opening RSM tab is located under the Opening - Administration - Site Plan Builder button.

Only data associated with the FSP assigned to the current opening (Opening - Administration tab) will be available for selection on this page.

RSM records may be added individually or, as a group if any have been identified as default in the master list.

Add the default group of RSMs

  • Click the Initialize Defaults button
    RSMs identified as Default in the Site Plan Master will be added.

Note: A Result-Strategy-Measure can be assigned as a default here: Configuration - Site Plan Master - FSP - Results-Strategies-Measures

Add an RSM

  • Click the +Add button
  • Click in the Select Some Options data entry field to display RSM list
  • Select an item from the list
  • Click the Submit button to save

If a desired Result, Strategy or Measure is not available in the pick list, it can be added here: Configuration - Site Plan Master - FSP - Results-Strategies-Measures

Note: Once an RSM has been added to the Opening, it will be removed from the pick list for that Opening.

When RSM records are added Phoenix Connect will:

  • Automatically check the Applicable check box
  • Load the RSM ID, Title, and notes fields from the RSM master list
  • Display the Objective and Objective Comments from the Objective assigned to that RSM in the Objectives master list

Note: Objective Comments do not output to the Plan Report

Edit an RSM

Applicable

  • Un-check the Applicable check box if the RSM is not applicable (optional)
  • Click the Submit button to save

Note/Comment fields

  • Click on a Notes/Comment field
  • Edit the content
    • Type/Delete data in the field
      or,
    • Select the Master Comment button to append or replace content.
  • Click OK
  • Click the Submit button to save

RSM ID and Title

Changes to an RSM ID and/or Title must be done in the RSM master list .

  • Delete the RSM record from the Site Plan Builder - RSM tab
  • Edit the RSM ID or RSM Title in the master list: Configuration - Site Plan Master - FSP - Results-Strategies-Measures tab.
  • Go back to the Opening Plan and add the RSM record: Opening - Administration - Site Plan Builder - RSM tab
  • Click the Submit button to save

Objective and Objective Comment

Changes to the Objective name must be done in the Objectives master list (Site Plan Master - Objectives).

Changes to the Objective Comment on this page will only be in this plan (for current opening).  Changes made in the Objectives master list can be included in any plan.

Change an Objective or Objective Comment in the master lists

  • Delete the RSM record from the Site Plan Builder - RSM tab
  • Delete the RSM Objective from the Configuration - Site Plan Master - FSP - Results-Strategies-Measures tab
  • Edit the Objective or Objective Comment in the master list (Configuration - Site Plan Master - Objectives tab).
  • Add the RSM Objective back into the RSM master list (Configuration - Site Plan Master - FSP - Results-Strategies-Measures tab).
  • Add the RSM Record back into plan (Opening - Administration - Site Plan Builder button - RSM tab.
  • Click the Submit button to save

Delete an RSM

  • Click the Trashbin icon on the far right
  • Click the Submit button to save
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