Copy an Action Plan

Learn how to copy an action plan in PEARS to a new reporting period or level.

You can copy an existing action plan to create a new plan that starts with the same information. This is useful when creating plans for a new reporting period or adapting a state-level plan for individual or unit use.

Copy Options

Depending on your permissions and the plan's level, different copy options may be available:

• Copy to Next Reporting Period — Creates a copy in the next available reporting period.

• Copy to Current Reporting Period — Creates a copy in the current reporting period (for plans from previous periods). Organization administrators and data managers can copy any individual-level plan from a past reporting period to the current year, including plans they did not create.

• Copy to Individual Plan — Creates an individual-level copy from an approved state-level plan.

• Copy to Unit Plan — Creates a unit-level copy from a state-level plan.

• Copy to State Plan — Creates a state-level copy (requires administrator permissions).

TIP: A target reporting period is offered for copying as soon as it includes at least one of the plan's Critical Issues and one of its Program Areas — it no longer needs to be fully set up first. Completed and Approved plans can be copied forward, and copying to a reporting period is available to organization administrators as well as Program Area Team Leaders and Consultants for that period. If none of these criteria are met, PEARS displays a message explaining why the copy isn't available.

Copy an Action Plan

1

Open the Action Plan

Navigate to the action plan detail page.

2

Select a Copy Option

Click the More dropdown menu and select the appropriate copy option.

Screenshot: The action plan detail page with the More dropdown menu expanded, showing copy options such as Copy to Next Reporting Period, Copy to Individual Plan, and Copy to Unit Plan

3

Review the Copy

PEARS creates the new action plan and opens it for editing. The title is appended with "(Copy)".

Review and update the following:

• Title — Edit the title to give the new plan a unique, descriptive name.

• Reporting Period — Verify the correct reporting period is selected.

• Collaborators — The collaborator list is reset and needs to be reconfigured.

TIP: When copying a plan, all outcomes and indicators are carried over to the new plan. Linked state and multi-state plan references may be cleared or preserved depending on the copy type.