Working with Plan Details - Enroll/Cancel

To display the detail view for a plan click the Serial Number link.

From the detail view you can edit plan information that was entered when the plan was added, or submit an Enroll or Cancel request via the Actions menu.

• Note

  The Actions menu provides both options when no requests have been submitted yet. Cancel may apply here because the plan may have a pending activation date (set up using the Enroll Now option).

• If the plan is currently enrolled (indicated by a green check) the only option available is Cancel. Likewise, if the plan has been canceled (indicated by a red X) the only option is to Enroll.

• Additional options are provided if the associated profile has custom queries configured to support custom provisioning actions.

  The Activity history grid lists all Enroll and Cancel requests.

  (Show Picture)

  

  Note

  When provisioning is required, the Status will be indicated as Pending until the request is completed.

  The Activity history for a plan can be exported to a spreadsheet by clicking the Export link below the list.

Enrolling in a Plan

If you deferred enrollment when the plan was added, or if you subsequently canceled the plan, you can enroll/re-enroll via the detail view. To do this choose Enroll from the Actions menu. This displays a dialog to specify an Activation Date (defaults to today).

Note

The fields required to enroll may vary depending on the selected profile.

Canceling a Plan

To cancel an active plan, choose Cancel from the Actions menu. This displays a dialog for specifying the cancelation date.

Note

The fields required to cancel may vary depending on the selected profile.

Custom Provisioning Actions

The Actions menu can provide additional provisioning actions if profile associated to the selected plan has custom queries configured.

Each menu option will invoke the query operation with the name of the query, wait for the provisioning request to complete, then display the contents of the response once completed. 

This is similar to existing Switch Query functionality, which is available on the Services & Features page.

Note:

You won’t be permitted to initiate another activity if one is currently in process.