Users on Asite having the required project level privilege 'Can View Quality Test Plan' can access more options in the Planner view. More Options can include assigning or removing visibility on the inspection planner, switching from extended view to summary view and vice versa, seeing the percentage completion of activities by location or sub-location, and setting a start date and end date for the plan as required.

There is also an icon next to Planner More Options. Clicking on it will refresh the inspection plan. If you perform an activity and then refresh the planner, you can also view activities performed by other users during the same period if any.

Click the 'Export' dropdown (next to the icon) to get an option for exporting the plan as an Excel spreadsheet.

If you need to import the plan dates using an Excel template, click on the 'Import' dropdown, and go to the first option 'Download Planned Dates Template' to download an Excel template. In the template you downloaded, enter your planned dates for each location and activities on the plan as applicable by following the instructions provided in the file, then save the changes. Check for any validation issues by clicking the 'Validate' option in the Excel file and prepare the sheet for import. Once done, go to the same quality plan to import the template containing all the planned dates you filled in. Click the 'Import' dropdown and select the 'Import Planned Dates' option.

The 'Default View' option, if selected in the dropdown at the top right of the plan, won't show any planned date or actual date if applicable on the plan. Switching to the 'Planned Date' view or 'Actual Date' view from this dropdown will show the planned date or actual dates applicable to the selected plan.

Click the relevant link below to continue.

The option for 'Visibility' is available only if the project settings allow object-level visibility of private information.

If you have the role privilege 'Can Edit Visibility of Objects', you will find the option 'Visibility' under Planner More Options.

Clicking on 'Visibility', the screen to assign visibility for the selected plan will appear as shown in the image below.

Click the 'To' field to select users, distribution groups, roles or organisations to assign visibility.

Click the 'Save' button to complete assigning the visibility on the selected file.
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​Note:

1. Selecting a distribution group, a role or an organisation is treated as an object.

2. Objects (i.e. Distribution Groups/Roles/Organisations) will be automatically assigned visibility when a file is distributed using the object.

3. Any new users added to that object will automatically gain visibility on the file. However, any users who have visibility through that object will lose visibility (i.e. Access) if they are removed from the object.

4. Visibility can be edited using the same steps. All users, distribution Groups, roles, or organisations with visibility will be pre-populated.

While Editing Visibility an icon against the existing distribution group, role or organisation, will be available. Clicking on the same will remove the visibility of the same.

Note: Removing the visibility of an object/user will remove that user/object from the visibility option, however their actual access to the file will be based on any/all of the conditions stated above.

By default, you can access the extended view of the inspection plan, also known as the Planner. Here you can find the locations added to the plan and their relevant activities.
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Click the 'Summary View' option under 'More Options' to view a summary of the selected inspection plan. See an example below:

It displays a summary of the inspection plan including the number of hold points, and the number of activities based on status (including closed, pending and in progress).

Click on the 'Show Location Percentage' option to view the percentage of the selected inspection plan. See an example below:

It displays the activity completion percentage of the selected inspection plan for each site, location or sub-location.

Click on 'Set Planned Dates' to set a planned start and end date for the selected plan.

Select required dates then click the 'Save' option at the bottom right to apply the changes.

Based on the selected date range using the option explained above, you can set plan dates for each location and activity relevant to the plan, and remove any planned dates if already defined. To achieve this, mouse over the relevant activity or location in the plan, then select 'Set Planned Dates ' or 'Remove Planned Dates' as appropriate.