Managing Personal Plans (Level 2/3 Users only)

The Personal Plan Management screen (Plan Search > Personal Plans) lists all of your personal plan versions. You can select a plan and open, copy or delete it. You can also publish the selected plan, making it available to other users in your group, or view/edit its properties.

To open a personal plan:

1. Highlight the required plan in the Personal Plan List.
2. Click Open.

To copy a personal plan:

1. Highlight the required plan in the Personal Plan List.
2. Click Copy. A copy of the plan appears in the Personal Plan List. To change the name of this plan you must edit its properties.

To delete a personal plan:

1. Highlight the required plan in the Personal Plan List.
2. Click Delete and confirm that you do want to delete the plan.

To publish a personal plan:

1. Highlight the required plan in the Personal Plan List.
2. Click Publish to Group.
3. Amend the name and description for the group plan if required.
4. Click OK.

To view/edit the properties of a personal plan:

1. Highlight the required plan in the Personal Plan List.
2. Click Properties.
3. Amend the name and description as required.
4. To save any changes click Save, to abandon click Cancel.