How to Copy an Action Plan

To Copy PFT or Individual Action Plans From One Reporting Year to the Next

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

Contact Us

  • Email: support@oeie.org

    Phone: (785) 532-5138

    Hours: Monday - Friday, 8:00 am - 5:00 pm Central Time

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