Copy an Action Plan

  1. From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans:
    Plan, Action Plans
  2. The Action Plans list displays. Select the action plan to be copied:
    Select Action Plan
  3. The action plan details display. Click the button labeled “Copy Plan to…”
    Action Plan Copy Button

    Depending on the details of the Action Plan being copied, the copy options displayed may include:
    • Copy to Current Reporting Period
    • Copy to Next Reporting Period
    • Copy to Unit Plan
    • Copy to My Individual Plan
  4. Select the applicable copy option.
    Action Plan Copy Options
  5. A new action plan record is created. An alert message confirms the copy was successful, and the General Information page displays.
    Action Plan Copy
  6. By default, “(Copy)” is added to the end of the action plan title. Change the title of the record, as needed.
    Action Plan Copy Title
  7. After making changes, Click Save and continue to save the page and move to the next section, or click Save to save the current changes and view the record details.
    Save and Continue or Save
  8. Review the details listed on other sections of the action plan copy, to make sure all copied data is applicable to the new record. Edit the action plan details, as needed.
    Action Plan Copy Sections
    For more information on Action Plan fields, see the documentation article for the applicable section: General Information, Situation Assessment, Outcomes & Indicators, or Deliverables.