Agreement - Copy or Link Plans

This feature provides the ability to Link an agreement to a Plan that exists under another Group Customer or Copy a plan from another Group Customer this is needed to support Worksite plans.

The Add Plan button is changed to accommodate two new options:

Note: The Add Plan button is currently controlled by security settings, if security is not set the dropdown list should not display.
If security is not set for the Plan Agreement Search screen then the Copy/Link option should be disabled in the dropdown.


Link/Copy Plans

' Copy/Link' option

On selecting Copy/Link option a blank line should be added to the grid and the Plan Agreement Search screen should be displayed inline under the grid. A drop down of existing group customer should be displayed. The Group Customer is a combination of Customer Number and Customer name separated by a hyphen.

Copy-Link Screen

Click the Search button to display a List of Plans that match the criteria.

The hamburger at the start of each row will have two options as shown in below figure:

Copy-Link Plan

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