Importing of Plan Information

A new facility that allows you to import the exported Plan information.

1.From the Plan Directory, with or without selecting an existing plan, click on the button.

2.Select the Import option, it will open the Plan Import screen, displaying the source of the Plan file:

3.Click on the button to select an exported (.*ebg) file that you would like to upload.

Note that when uploading an exported file, the system only accepts .ebg file type.

4.Click on the button to upload the exported file. Once the exported file has been uploaded, it will display the Plan, Class, and Participant's basic information.

•New Plan Name - enter your new plan name.

•New Plan Description - enter your new plan name description.

5.Click on the button to save the New Plan Information record.

6.After saving, the system will redirect the user to the Plan Directory page.