How to Renumber Plan IDs with the Plan Type Renumber Tool in OnePlan

Direct Answer: How to Renumber Plan IDs in OnePlan

To renumber plan IDs in OnePlan, go to Configuration > General, select the Tools tab, and select Plan Type Renumber. Select the plan type, check Only Blanks if you want to number only the plans that have no ID, and select Renumber Plans.

What This Article Covers: Plan Type Renumber

This article explains how to run the Plan Type Renumber tool for a plan type.

What you will accomplish You will renumber the plan IDs for one plan type, either for all of its plans or only for plans without an ID.

Before You Begin: Plan Type Renumber

You need access to the admin Configuration area.
Know which plan type you want to renumber. The tool runs for one plan type at a time.

Step-by-Step: Renumbering Plan IDs in OnePlan

Task: Renumber Plans for a Plan Type

Go to Configuration > General.
Select the Tools tab, then select Plan Type Renumber.
Select the plan type to renumber from the Plan Type drop-down list.
Check Only Blanks (Only renumber plans with a blank plan id) to renumber only the plans that do not have an ID number. Leave it cleared to renumber all plans of that type.
Select Renumber Plans to run the tool.

Frequently Asked Questions: Plan Type Renumber

Q: What does the Only Blanks option do in OnePlan? A: In OnePlan, checking Only Blanks on the Plan Type Renumber tool renumbers only the plans of the selected plan type that do not have an ID number.

Q: Can I renumber plan IDs for all plan types at once in OnePlan? A: In OnePlan, the Plan Type Renumber tool runs for the one plan type you select from the drop-down list, so run it once for each plan type.