Click here to view the "Adding a Planning Report" Video



Note: Some fields may be missing or labeled differently in your database if your Admin has customized the Planning Report.

Customizing your Planning Report


To customize a field in your Planning Report, hover next to the field name and click the pencil icon. This lets you change the label to better suit your organization’s needs.  If there are no pencil icons present then that field is not customizable. 




Your Planning Report can also be customized within Team Settings. For more information,

click here.


Within Team Settings, you can: 

  • Change the module name and icon
  • Update e-signature settings
  • Hide or require specific fields


Can't customize the Planning Report? That's because your not an Admin.  See Isolocity's User Permissions, here.

Creating a Planning Report

Step #1

Click here to access the "Planning" sub-menu.


Step #2

Click "Planning Reports".


Step #3

Click "Create Report".


Step #4

Complete the "Administrative Details" section by completing the following fields:

  • Title
  • Date Opened
  • Planning Source
  • Planning Type
  • Priority


Step #5

Complete the "Purpose and Issue" section by completing the following fields:

  • Responsible
  • Due Date
  • Date Completed
  • Description


Step #6

Complete the "Requirement and Resources Needed" section by completing the following fields:

  • Responsible
  • Due Date
  • Date Completed
  • Description


Step #7

Click "Create Report" to save your progress.


Step #8

Assign tasks to users using the Action Results" section.


Step #9

Complete the "Evaluation of Results & Verification" section by completing the following fields:

  • Responsible
  • Due Date
  • Date Completed
  • Description


Step #10

Complete the "Is Effective" section by completing the following fields:

  • Yes/No


Step #11

Enter the "Date Closed" in the "Administrative Details" section and "Save Planning Report" to finalize the report.