Remove Service Providers from Plans

You can remove service providers from plans.

1. From the Edit menu, select Plans.
2. On the Plans screen, select the plan to edit, then click Edit.
3. On the Provider tab, select one or more service providers and click Remove Provider(s).

   Tasks that have been assigned to a removed Service Provider are reassigned according to the following rules:

   • If the task assignment is for subject data from a location whose assignments have been overridden, the task is reassigned to the default service provider for that location.
   • Otherwise, the task is reassigned to the service provider specified as the primary provider.
4. Click Save.