FAQ 1021: How to retain a Plan ID and Plan Number on ASC

Problem:

How to retain a Plan ID and Plan Number on ASC


Solution:

To retain the Plan ID, disk library and plan number for any ASC plan assuming the facts that you are transferring from one system or computer to antoher.

1). Open original plan in location A - sample D12:1234 and create a portable copy.
2). Send portable copy D12:1234 to location B
3). Location B brings the portable copy into a new plan on their system - creating a new plan id sample D14:4567
4). Location B sends Location A portable copy of completed plan work from D14:4567 to Location A office
5). Location A opens their original plan D12:1234 and clicks on File-Delete Plan, then EMPLOYEES ONLY. The plan is now only plan specs.
6). Location A uses portable copy from Location B D14:4567 and imports into plan D12:1234. Retaining original number.