Duplicating a cycle plan is used when you need to create a cycle plan for another responsible person, and the system already has a cycle plan with visits that are also required in the new cycle plan.
To copy a cycle plan:
Go to the Cycle Plan section.
Select the plan you want to duplicate.
Click the
icon.
From the drop-down menu, select Duplicate.
Select the following parameters for duplicating the cycle plan:
Plan start and end dates — required fields.
Other fields are optional and help narrow the list of users that meet certain criteria.
Select the medical representative responsible for the new cycle plan.
To save the plan, click Save.
The system will create a new cycle plan containing the same entries and additional materials that were previously added to the original cycle plan.