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Work with private plans

View private plans

  1. Select Planner from the left navigation menu
  2. Click on the name of your plan to reveal the Plan menu
  3. Click Private Plans on the Plan menu
  4. Click on the name of your private plan to view

Edit a private plan

  1. View your private plan
  2. Make the necessary changes
  3. Click Save changes or Save as a new plan from the Plan menu

Manage your private plans

Managing your private plans, allows you to rename, copy, delete a private plan or make a private plan public.

  1. Select Planner from the left navigation menu

  2. Click on the name of your plan to reveal the Plan menu

  3. Select Manage my plans from the Plan menu. A popup will be displayed.

4. Click on the 3-dot menu and then choose a relevant option

Rename a private plan

  1. Manage your private plan

  2. Click on the ellipses next to the plan that you want to rename

  3. Select Rename on the menu that is displayed. The plan name now becomes editable

  4. Rename the plan

  5. Press Enter or select the tick next to the plan name to save the plan with a new name

Copy a private plan

  1. Manage your private plan

  2. Click on the ellipses next to the plan that you want to copy

  3. Select Make a copy from the menu that is displayed

  4. The selected plan is duplicated as a copy of 'original file name'. The copy is placed below the original plan

  5. Further copies are saved as Copy x of 'Original file name', where x starts at 2 and increments with each copy. For example, the first copy will be Copy 2, second copy will be Copy 3 and so on

Make a private plan public

Allows the author of a plan to share it with the general, active users of your organisation.

  1. Manage your private plan

  2. Click on the ellipses next to the plan that you want to move to public

  3. Select Move to public from the menu that is displayed

  4. Select either Read-only or Edit access

  5. Click Move to Public

Note

Read only access: the plan is only editable by the author and those with full plan access, as detailed by the access levels in the administration settings.

Edit access: allows edits and saving of public plans. Only authors and users given full plan access in the administration settings are able to delete public plans.

Delete a private plan

Note

Default plans cannot be deleted.

  1. Manage your private plan

  2. Click on the ellipses next to the plan that you want to delete. A menu is displayed

  3. Select Delete from the menu that is displayed

  4. Select Yes, delete plan on the confirmation message that is displayed