1.Locate the Management Plan to be edited.

2.Click on the “Edit” icon in the Action column.

3.The Management Plan will open on the Main tab.

4.If the version of the Plan selected has no Effective Date (Draft) or the Effective Date is in the future

(Future) and does not have the “Lock Plan” checkbox selected, then this version of the Plan may be

altered except for the Plan Ref and the Version.

5This version of the Plan may also be Discarded, in which case it will never have any effect in the

system.

6.If the version of the Plan selected has an Effective Date of today or earlier, and no End Date or the

End Date is in the future (Current), then only the End Date may be altered. Other changes to the

Plan required a “New Version” of the plan to be created.

7.This version of the Plan may be Archived which will set the End Date to today with the current time

so that this version of the Plan is no longer available and cannot be edited further.

8.A New Version of a Plan can only be created from the last version of the Plan. It will be a copy of

that version of the Plan with no Effective Date or End Date, the same Plan Ref and next incremental

version number. It will also have the same Entitlement Scheme versions associated with it.

9.A version of a Management Plan with a future Effective Date will have a “Lock Plan” checkbox

available. Selecting this checkbox will make this version of the Management Plan available to

applications for licences that involve this Management Plan and a future licence Effective Date i.e.

applications for renewal of licences for the next season. Once a Management Plan is “Locked” only

the End Date may be edited.