Skip to main content

Create and Update Plan Types

  • Updated

This article explains how to create and update Plan Types in OnePlan.

Go to the Admin pages, select General in the navigation.

Create Plan Types

To create a top-level plan type:

  1. Click the Add Type button. The Add Plan Type form will open.

  2. Complete the Add Plan Type form.

    • Name: Enter the name of the plan type.

    • Auto Number Prefix: Enter a prefix to be automatically appended to plan I.D.s when new plans are created using this plan type.

    • Auto Number Start: Enter the number to begin creating plan I.D. numbers when new plans are created using this plan type.

  3. Click ADD to create the plan type.

f5bd9256-a56b-4a40-8123-dff326ba94dc.png

To create a child plan type:

  1. Click the Add Child icon (+). The Add Plan Type form will open.

  2. Complete the Add Plan Type form.

    • Name: Enter the name of the plan type.

    • Auto Number Prefix: Enter a prefix to be automatically appended to plan I.D.s when new plans are created using this plan type.

    • Auto Number Start: Enter the number to begin creating plan I.D. numbers when new plans are created using this plan type.

  3. Click ADD to create the plan type.

07bf6ee2-d92a-410d-aaf1-423d263a51ba.png

Update Plan Types

To update plan types:

  1. Click the Edit icon. The Edit Plan Type form will open.

  2. Update the plan type details in the the Edit Plan Type form.

  3. Click ADD to create the plan type.

47de7bcb-0905-4ef0-a2c0-abc861f6429e.png

NOTE: Plan type names are tied to reporting items and name changes will require report updates.

Related articles

Comments

0 comments

Please sign in to leave a comment.