Creating Master MedEd Plans

This task is a step in Process of Managing MedEd Events.

Administrators and managers create master MedEd plans to allocate funding resources and spending privileges to end users who perform tasks associated with a MedEd event. Each person who receives a funding allocation from a specific MedEd plan can create one or more subplans to further specify how the funds will be allocated. For more information on creating MedEd plans and subplans, see Setting Up a MedEd Plan.

To create a MedEd master plan

1. Navigate to the Administration - Data screen, then the MedEd Planning view.

2. Click the Plan Administration tab.

3. In the Plan Administration form, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Assigned To	Person responsible for carrying out the plan. Defaults to the current user name.
   Budget	Amount of money authorized for spending under the plan.
   Funds	One or more funds (cost centers) associated with the plan.
   Objective	One or more purposes to be accomplished by holding MedEd events associated with the plan.
   Period	Time period during which the plan is to be used.
   Plan ID	An unique alphanumerical value identifying the plan. The application automatically assigns this value when you create the plan record.
   Plan Name	Name for a plan that you want others to associate with MedEd events.
   Products	Products to be promoted with the funds supplied under this plan.
   Status	Indicates whether the plan is currently active or inactive.