Clone Plan
If you would like to add a plan which is very similar or identical to another plan, you can clone the original plan rather than creating a new plan and re-entering the information. Cloning a plan will copy the checklist answers of the selected plan to a new plan for an existing company that you have created on the system. If you would like to add the plan to a new Company, you will need to create the company prior to cloning the plan. You will not need to create a new plan, which will be done by the Clone Me feature. To clone a plan, simply navigate to the Edit Plan screen by either selecting the plan in the Navigation Bar, or from the Home screen. In the Plan Menu click Clone Plan, then in the next screen, select a company to associate with the cloned plan.