The Clone Plan feature can be used when you would like to add a plan to a company that is identical or similar to an already existing plan on your account. Cloning a plan will copy the checklist type and all checklist answers of the original checklist to a company that you designate.
1. If the plan is to be added to a new company that is not on your account, you will first need to add the company to your account.
2. Go to the Edit Plan page of the plan that you want to clone from.
3. Click on the "Clone Plan" link located under the Plan Menu.
4. From the drop down next to "Company", select the company that you wish to clone the plan to. Click on the "Clone Plan" button.
Please note: the list will default to the company associated with the plan that is being cloned. Be sure to select from the list the new company that you want to clone the plan to.
The plan you just added will have the cloned plan's name preceded by "Created from" . You can re-name the plan name as applicable in Section A. 2a.b, It is recommended to review the Edit Plan checklist to verify the plan's provisions and make any necessary adjustments.
