Skip to main content

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 copy a service plan. You need it at every campus you place the new plans at.

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

Copy plan in the Actions menu

A window appears 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 lists all the plans that will be created along with the dates and times.

The plan preview in the Copy Plan window

Once finished, click Save to perform the copy.

Note: If you have a campus limit, the copy leaves off any team whose group you cannot read, or whose campuses you do not hold Full Write Service Plans at, and counts the teams it left off.

Did this answer your question?