Copy a claiming scheme

Summary

You can copy an existing claiming scheme and its steps from the Configure claiming schemes page. You also have an opportunity to modify details of the claiming scheme and its steps before saving.

Copying an existing claiming scheme is useful when you want to create multiple claiming schemes whose steps are similar to each other and that only require minor modifications instead of creating each claiming scheme from scratch.

Considerations

  • You can only copy one claiming scheme at a time.

  • You must have the permission Add claiming schemes.

Steps

To copy an existing claiming scheme:

  1. Open the Configure claiming schemes page, and then select one claiming scheme in the grid. The Copy claiming scheme button is enabled in the upper left.

  2. Click the Copy claiming scheme button. The Copy claiming scheme slide-out panel opens.

  3. Enter a unique ID, and then select a Lead Discipline.

  4. Modify or delete existing steps, or add new steps, as necessary.

  5. Click Save.

Related links

After claiming schemes are added, you can add scope items associated with claiming schemes. For more information, see Scope items and Add a scope item.

You can also create a claiming scheme from scratch. For more information, see Add a claiming scheme manually.

You can also create claiming schemes in bulk by importing. For more information, see Import claiming schemes.