You will need the Full Write Service Plans permission to perform this action.
Consider a scenario where service plans exhibit recurring elements each week, such as consistent teams, requirements, and potentially, volunteer assignments. A structured order of service may also be in place. It would be advantageous if the system could automatically generate plans with these pre-configured elements. Fortunately, this functionality is available.
In essence, the desired outcome is a template that can be used for new service plans, pre-configuring the necessary teams and positions. Although it is possible to create a new template from the ground up, it is advantageous to leverage an existing plan. To generate a template from an existing plan, navigate to the service plan and select Actions > Copy plan, located in the upper right-hand corner.
In the pop up, change the Copy To field to New Template. Also indicate which service type this template should appear for and give it a name (i.e. a template is associated with a single service type).
Tip: To make the template available under more than one service type, perform theses steps again for each service type. Note, each template would be independent from one another (i.e. editing one will not affect the template in another service type).
Indicate which portions of the existing plan to include in the template, such as volunteer assignments. In this way, a template could exist for entire team serving configurations as well.
Once the template is created, it will be available when creating new plans under the service type it was added to.