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How do I copy an existing service plan?

Describes how to copy a service plan.

You will need the Full Write Service Plans permission to perform this action.


To initiate the copying process, navigate to the service plan and select "Copy plan" from the "Actions" menu located in the upper right-hand corner.

A pop up will appear to control how the plan is copied. The options here are essentially the same as creating new service plans. In this instance, the existing plan serves as a template for the new plans. The plan can be copied into one or more new plans simultaneously.

The "Show plan preview" button will list all the plans that will be created along with the dates and times.

Once finished, click on "Save" to perform the copy.

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