Create/Choose Plans

Before you begin

Complete the required information in the Set Up Policy tab.

About this task

Choose a plan to set the mobile data, voice minute amounts and billing period for set devices. You can choose an existing plan or create a new one.

Create a Plan

About this task

To create a plan for a telecom expense policy:

Procedure

  1. Select Add. The Add Plan page opens.
  2. Complete the following information:
    Name Enter the name you want to assign to this plan. This field is mandatory.
    Description Describe the plan.
    Plan Type Select a plan type, identifying whether the plan is Corporateor Individual.
    Mobile Data Specify whether the mobile data for this plan is Unlimited or a Custom amount. The custom amount is recorded in gigabytes (GB).
    Voice Calls Specify whether the voice calls for this plan is Unlimited or a Custom amount. The custom amount is recorded in minitues.
    Billing Cycle Specifiy whether the billing cycle is 1 Month, 2 Months, or 3 Months.
    Start Date Specify the start date of the plan.
    Choose Plan tab
  3. Select Add.

Results

You have created a new plan for the telecom expense management policy.

Choose a Plan

About this task

To choose a plan for a telecom expense policy:

Procedure

  1. Select an available plan.
    Choose Plan tab
  2. Select Next.

Results

You have selected a plan for the telecom expense management policy.

What to do next

Continue to the Set Alerts tab of the Telecom Expense Management Policy wizard.