Plans In Use

Apply New Plan

To apply a new plan, follow the steps below.

1. Click on the +Apply New Plan button from the top menu bar.

   

2. On the ‘Apply Activity Plan for Study’ screen in Step 1, either click the Apply Plan button for a specific plan or select a plan and click the Next button.

   

3. On the ‘Plan Details’ screen in Step 2, verify the details and click on the Next button.

   

4. On the ‘Apply Plan’ screen in Step 3, select the planned date and click on the Apply button.

Note: The Edit, Set Not Applicable, Delete and Export functionalities are standard across the relevant modules.