Create New Plan
To create a new Monitoring Round click Create Monitoring Round from the Dashboard (you may also create a Monitoring Round Plan via Schedules).
Complete the Create Monitoring Round form.
The Monitoring Round can be created from an existing Schedule, copied from a Previous Monitoring Round, or from a Blank template.
Create from Blank - saves the information entered in this form. Select Create & Plan to enter the Plan details into the Blank template.
Create from Previous Monitoring Round - The user can select to copy from an existing Monitoring Round within all Projects to which they have view permissions. This is a quick way to create a Monitoring Round if it has a similar definition as an existing one. This option becomes enabled when a Project and round name have been entered, and will show a list of existing rounds to choose from. Choose Create & Plan to modify the Plan details.
Create from Schedules - The user can select to copy from an existing Schedule they have access to. As with copying from a previous Monitoring Round, this is a quick way to create a Monitoring Round if it has a similar definition as an existing one. Select the Schedule and related round, then choose Create & Plan to modify the Plan details.