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How do I copy an existing service plan?

Describes how to copy a service plan.

Updated over 2 weeks ago

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


Version 7.0

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.



Version 6.0

Navigate to the plan you want to copy and choose "Copy plan" from the Actions menu in the upper right.

A pop up will appear where you can control how the plan is copied. The options here are essentially the same as when you create new service plans. In this case however, you are basically using the existing plan as a template for the new plans. You can copy this plan into one or more new plans in bulk.

The "Preview" section will list all the plans that will be created along with the dates and times. The "Options" section at the bottom lets you control exactly what is copied over.

Once finished, click on "Copy" to perform the copy. You will then be redirected to the earliest plan created (if many).

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