Planner board

The Planner board template creates a Planner plan in Planner, using the settings, approval and emails below.

What it creates

Template for a private Planner Plan.

Each approved request creates a Planner plan.

When to use it

Use it when people need a private Planner plan to track their tasks.

Settings

The template starts with these defaults.

Approval and emails

When someone submits a request with this template:

1. The requester gets an email that the request was received.
2. The approval step is turned off, so the request goes straight to provisioning.
3. Rencore Governance creates a Planner plan.
4. The requester gets an email that the plan was created.

• Approval step: Off

The request carries details about the requester that you can use as data placeholders in the emails and the approval: Requester Name, Requester Email, Requester Department, Requester Country, Requester UserId, Requester Job Title, Requester Manager UserId, Requester Manager Name, Requester Manager Email, Requester State or Province, Requester Usage Location, Requester Company, Requester Email Domain, Requester Preferred Data Location, Requester Extension Attribute 1, Requester Extension Attribute 2, Requester Extension Attribute 3, Requester Extension Attribute 4, Requester Extension Attribute 5, Requester Extension Attribute 6, Requester Extension Attribute 7, Requester Extension Attribute 8, Requester Extension Attribute 9, Requester Extension Attribute 10, Requester Extension Attribute 11, Requester Extension Attribute 12, Requester Extension Attribute 13, Requester Extension Attribute 14, Requester Extension Attribute 15, Requester Manager State or Province, Requester Manager Usage Location, Requester Manager Company, Requester Manager Email Domain, Requester Manager Preferred Data Location, Requester Manager Extension Attribute 1, Requester Manager Extension Attribute 2, Requester Manager Extension Attribute 3, Requester Manager Extension Attribute 4, Requester Manager Extension Attribute 5, Requester Manager Extension Attribute 6, Requester Manager Extension Attribute 7, Requester Manager Extension Attribute 8, Requester Manager Extension Attribute 9, Requester Manager Extension Attribute 10, Requester Manager Extension Attribute 11, Requester Manager Extension Attribute 12, Requester Manager Extension Attribute 13, Requester Manager Extension Attribute 14, Requester Manager Extension Attribute 15.

Make it your own

Pick this template in the Provisioning Template Library and change its settings, or start your own template from it. See Create your own provisioning templates.

Details