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About Creating Sub plans for a Master Plan

RETURN TO: Create Plan

Note the following additional considerations, related to a Master Plan.

  • Add Plan Codes — Clicking [Create Plan] will direct you to addingPlan Codes). Once Plan Codes are determined, proceed to Create Plan for each sub plan.

  • Determine Audit Status — If one or more sub plans are under audit, check the box for audit status during plan creation. Proceed to Plan Information in the sub plan, and check the box, as appropriate.

  • Add Plan Codes — Clicking [Create Plan] will bring you to *Plan Codes) to complete the next step.