Creating a new plan

Use the "Create a New Plan" tab to create a new Specialist PlanShuttle Plan. You can create a copy of an existing plan by selecting a plan from the 'My plans' dropdown at the top of the screen.

You will be able to create new plans only if you have Administrative privileges. Refer User Roles Configuration for more information.

STEP 1: Specify the following information:

Field	Description
Code	Specify the plan ID
Title	Enter the name
Description	Specify a description for the Plan
Plan Owner	Select a Plan Owner for each plan. The staff in the drop down list will be listed from Planning Administration > Staff Managementinterplan^® users.
Start Date	Specify a starting date for the Plan
End Date	Specify an end date for the Plan
Active	Select to make the plan active

STEP 2: Click the "Save" button.

Last revised: September 23, 2018