Listing Subscribed Plans(Client Administrators only)

To list plans that you subscribe to:

  1. Navigate to the Current Subscription tab on the client administration Plan Subscription Management screen (Client Administration > Plans).
  2. Enter the criteria on which to base the search. You can choose from plan name, street name or postcode. In each case the search looks for plans with names starting with the letters you enter. If you enter text in more than one field (for example plan name and street name) the search returns those plans meeting all of the criteria specified.
  3. You may restrict the search to plans within a selected region or of a given plan type. Click the arrow next to the appropriate drop down box and select the region/type required.
  4. If you make a mistake or want to change the search click Clear to remove the search criteria and start again.
  5. Click Search. The search results are listed in the table.
  6. Click on a plan to select it and see information for that plan.

Related Topics

  1. Adding Plans to Your Subscription (Client Administrators)
  2. Deleting Personal Plans (Client Administrators)
  3. Reassigning Personal Plans (Client Administrators)
  4. Deleting Group Plans (Client Administrators)
  5. Reassigning Group Plans (Client Administrators)