Navigation:  File > Goal plan >

Copying a goal plan

Previous  Top  Next

See how to create a goal plan from the copy of a plan already created in the system:

 

1.

On the main screen, find and select the desired goal plan.

 

2.1_auxnmb

1_auxnmbAfter that, click on the copy button on the toolbar.

 

3.

Confirm the request made by the system.

 

4.

At this point, the system will display the goal plan data screen (in accordance with the original record from which the copy has been made) so that the necessary adjustments can be made. Refer to the Adding a goal plan section for a detailed description on how to fill in and configure the plan fields.