To Copy PFT or Individual Action Plans From One Reporting Year to the Next
- Navigate to the Action Plans page (Plan / Action Plans).
- Click the button in the upper right corner. Change the filter settings and click .
- Select the action plan you wish to copy from the list. This should open a detail view of that page.
- If you are copying an individual plan click in the top right corner.
- Click "Next Reporting Year" and the plan should show up as a copy in the next reporting year.
- If you are copying a PFT plan click in the top right corner.
- Click "My Individual Plan," this will create a new plan for the current reporting year as a copy of the PFT plan.
- The previous step should open the plan and allow you to make any changes. Click to commit your changes for that step. Once you reach step four click and the plan will be saved.