Create New Plan

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Create New Plan

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To create a new Monitoring Round click Create Monitoring Round from the Dashboard (you may also create a Monitoring Round Plan via Schedules).

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Complete the Create Monitoring Round form.

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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.

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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

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