Step 2: Add and configure a communication plan form

Once a communication plan is created, multiple forms can be added to it. The configuration of the form will be used to represent the fact set presented above.

To add and configure a new form:
  1. On the Manage Communications Plan page, click the Edit drop-down list for the Environment Event Response plan and select Forms.
  2. Click Create Form.
  3. In the Create a New Form dialog box, type Tornado Warning in the Name field.
  4. Click Create Form.
  5. Click the Not Deployed drop-down list and select Form.

  1. Click the drop-down list again and select Permissions.
  1. In the Form Permissions dialog box, use the search field to add the Developer and Scenario Initiator Roles to the list of initiators (just start typing the first few letters into the search field and then select these Roles when they appear).
    1. For this example, don't worry about the Manage Scenarios setting - but if you'd like to learn more, see Design communication plan forms.

  1. Click Save Changes.
  2. Click the Edit drop-down list and select Activity Updates.
  3. Use the search field to add a group or users as update recipients (this example uses a group called Operations and a user Terry Kent).
  4. Select Ito notify Operations on Initiation, and to notify the user Terry Kent on Initiation and Conclusion.
  5. In the Devices to Notify area, select SMS Phone and Mobile Phone.

  1. Click Save Changes.