You can save a copy of an action plan, change its title, and modify the copy.
Note: You must select new assignees if you change the action plan's related process type, because the list of available assignees for tasks and email notices is based on the related process type. Each time you change an action plan's process type and click Save, the assignee lists are cleared and must be reassigned.
To save a copy of an action plan
1. From Process Mgr, select Set up module.
2. On the Action Plans tab, select the action plan that you want to copy.
3. Click Save as.
A new copy of the action plan is created with the name Copy of [original Action Plan].
4. Change the name and description of the new action plan.
5. (optional) From the process type drop-down list, choose a different process type.
Note: Change the process type before you save the copy of the action plan.
6. Click Save.
Note: You must click Save to set the related process type before you specify assignees, because the list of available assignees is based on the related process type.
7. If you changed the action plan's process type, check the Assignee list for every task and email notification in the action plan to ensure that a valid assignee from the new process type is assigned.
8. Click Save.