A plan can be "scheduled" to commence on a specific date by clicking on the checkbox "Make this a Scheduled Plan". To differentiate this from a standard plan, the icon for the plan will change to a clock.

In addition, users also have the option to automatically schedule the plan to activate by clicking on a second checkbox called “Automatically Activate”. When this checkbox is ticked the system will automatically make this the “Current Active” Plan on the nominated start date.

A user will not be able to create a Scheduled Plan if the date range overlaps with a current Active Plan or a current Scheduled Plan. If this occurs, an error message will pop up. Draft plans can still be prepared without restriction.

Note: All older plans need to be set to Automatic for this to activate. If any plans are manually set they will override the Automatic feature.