Create a local plan


Follow the steps below to create a local plan. Local plans can be uploaded later, to transition to an online plan (assuming you have the necessary privileges).

Step 1

  1. Ensure the Local Plans tab is selected.
  2. Select New Plan

Step 2

  1. Enter Plan Name
  2. Click Done

Plan locked function is used to avoid changes to the plan without visibility to others.

Step 3

  • New blank plan ready to be used

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Updated: November 20th, 2023