Description
This page allows you to clone a service plan record.Cloning functionality provides a level of flexibility by allowing a caseworker to create a new version of the service plan. The new version of a service plan can be modified to meet a client's requirements and a new contract can be issued. The old version of the service plan is automatically closed. All previous versions of a service plan are listed and accessible from within the new or cloned versions.
Page Preview
Page Flow Diagram
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Fields
LabelTypeDescriptionMandatory
Links and Actions
Page Level Actions
LabelDescription
NoPress the No button if you do not want to clone the service plan record.
YesPress the Yes button to confirm that you want to clone the service plan record.
Messages
When page is loaded
None
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
%1s %2s %3s %4sLinkNo
A baseline with this name has already been created for this service plan. Please enter a different name.LinkNo
A Case Member cannot be added to a case with a status of Closed.LinkYesbpocaseparticipantrole.err_case_status_closed|a|
A closed user cannot be assigned for the role of supervisor on a case.LinkNo
Actual cost cannot be modified as this plan item is associated with a product deliveryLinkNo
Actual end date must be greater than actual start date and equal to or less than todays date. LinkNo
An active organization structure must exist.LinkNo
An attachment receipt date cannot be later than today.LinkNo
An entity identifier cannot be null.LinkNo
A new plan group may not be added to this service plan as a contract has already been accepted by this client.LinkNo
A new sub-goal may not be added to this service plan as a contract has already been issued or accepted by the client.LinkYesbpoplannedsubgoal.err_subgoal_fv_create_when_contract_already_accepted|a|
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
An expected outcome has not been defined for this plan item. Please contact your administrator.LinkNo
An organization object link record already exists for this %1s.LinkNo
A note cannot be entered without text.LinkNo
A planned goal must exist for the service plan delivery before a baseline can be created. LinkNo
A sensitivity must be set for the sub goal.LinkNo
A service plan cannot be cloned until a contract has been accepted by the client in respect of the plan.LinkNo
A service plan must be Active or Closed before it can be cloned.LinkNo
A singleton SELECT returned multiple records.LinkNo
Assigned role of case owner for Case %1s of type %2s for %3s.LinkNo
Assigned role of case reviewer for Case %1s of type %2s for %3s by %4s.LinkNo
Assigned role of case supervisor for Case %1s of type %2s for %3s.LinkNo
Business Process class %1s for plan of type %2c is not assignable to type %3s.LinkNo
Case %1s of type %2s for %3s has been closed by %4s.LinkNo
Close reason code must be specified.LinkNo
Concern role must be registered.LinkNo
Date must be entered.LinkNo
Either file location and reference or file attachment must be entered.LinkNo
Either the organization object reference or user name must be entered.LinkNo
Exception instantiating hook for plan of type %1c : %2s.LinkNo
Expected end date cannot be modified if an actual end date has been entered. LinkNo
Expected start date cannot be modified if an actual start date has been entered. LinkNo
Expected Start Date must be entered.LinkNo
External Document System is not configuredLinkNo
From date must be specified.LinkNo
From date must not be later than to date.LinkNo
Milestone must be selected.LinkNo
More than entity of type '%1s' with key value '%2s' found in the cache.LinkNo
Multiple owners cannot be selected. LinkNo
Multiple responsibility options cannot be selected.LinkNo
Name cannot use any of the following predefined names for a system-created baseline 'Plan Approval' 'Approval Submission' or 'Plan Cloned'. LinkNo
New case reviewer must not be equal to the old case reviewer.LinkNo
New case supervisor must not be equal to the old case supervisor.LinkNo
New tasks cannot be added for a client that is currently marked as a duplicate.LinkNo
No case owner can be assigned as no potential case owner identified has an active position.LinkNo
No database access is allowed at this point.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
No service plan security implementation has been registered. Please contact an Administrator.LinkNo
One of either Add To My Tasks or Assign To must be entered but not both.LinkNo
Participant role ID must be specified.LinkNo
Priority must be entered.LinkNo
Progress must be selected if progress reason has been entered.LinkNo
Progress Reason must be entered if Progress is selected.LinkNo
Responsibility must be entered. LinkNo
Sensitivity must be entered.LinkNo
Service Plan ID must be specified.LinkNo
Service Plan reference number %1s has been closed.LinkNo
Service Plan reference number %3s for participant %4s has been closed on %1s by user %2s. Please proceed to the case home page to review the details of this Service Plan.LinkNo
Service Units cannot be recorded as this plan item has not been associated with a type of unit.LinkNo
Start date must be specified.LinkNo
System configuration error - Unable to retrieve system user details from the database. Please contact your system administrator.LinkNo
The Absence Reason must be entered if the Attendance is entered as either 'Absent' or 'Partially Present'.LinkNo
The Absence Reason must not be entered if the type of participation entered is 'Present'.LinkNo
The actual start date must be earlier than actual end date. LinkNo
The actual start date must be entered. LinkNo
The actual start date must be equal to or earlier than today. LinkYesbpoplanneditem.err_serviceplan_plan_item_xrv_actual_start_date_not_on_or_before_current_date|a|
The assignee you have chosen does not match the assignee type chosen. Please search for assignee again.LinkNo
The baseline name must be entered.LinkNo
The case ownership strategy associated with this case type was not able to determine a case owner. Please contact your system administrator.LinkNo
The case owner type configured is invalid. Please configure this before continuing.LinkNo
The case owner type configured is invalid. Please configure this before continuing.LinkNo
The Case Participant Role start date must not be earlier than the Case start date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_from_date_caseheader_from_date|a|
The Case Participant Role start date must not be later than the Case end date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_to_date_caseheader_end_date|a|
The Case Participant Role start date must not be later than the Case end date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_from_date_caseheader_end_date|a|
The Case Participant Role start date must not be later than the end date.LinkNo
The class '%1s' does not implement the interface curam.util.events.impl.EventFilter and therefore is not as an event filter.LinkNo
The class '%1s' does not implement the interface curam.util.events.impl.EventHandler therefore is not an event handler.LinkNo
The comments text has exceeded its maximum capacity.LinkNo
The deadline date and time must be in the future.LinkNo
The deadline is too far in the future and can not be stored correctlyLinkNo
The Delivery Date cannot be greater than today's date.LinkNo
The estimated cost cannot be edited after the Plan Item has been approved LinkNo
The estimated cost cannot have a negative value the amount must be zero or more.LinkNo
The estimated cost cannot have a negative value the amount must be zero or more.LinkNo
The event filter: '%1s' could not be instantiated.LinkNo
The event handler: '%1s' could not be instantiated.LinkNo
The expected start date must be earlier than the expected end date.LinkNo
The external user reference has not been configured. Please configure this before continuing.LinkNo
The external user type has not been configured. Please configure this before continuing.LinkNo
The Key Server cache and the Key Server database values are out of sync and therefore this record cannot be inserted. LinkNo
The login ID %1s does not map to a user name.LinkNo
The note text has exceeded its maximum capacity.LinkNo
The number of units must be greater than zero.LinkNo
The owner must be entered. LinkNo
The plan group may not be inserted as the service plan has already been closed.LinkNo
The sensitivity level cannot be higher than that of proposed owner.LinkNo
The sensitivity level must be at least equal to that of the selected sub-goal.LinkNo
The sensitivity level must be at least equal to that of the selected sub-goal.LinkYesbpoplanneditem.err_serviceplan_plan_item_xrv_subgoal_sensitivity|a|
The Service Plan %1s cannot be closed because an outcome has not been defined for the service plan goal.LinkNo
The Service Plan %1s cannot be closed because you do not have the appropriate privileges to close it.LinkNo
The Service Plan %1s has already been closed.LinkNo
The Service Plan %1s is missing a close reason.LinkNo
The service plan has already been closed.LinkNo
The service plan may not be closed as an outcome has not been defined for the service plan goal.LinkNo
The service plan outcome cannot be defined until an outcome has been set for each of the service plan sub goals.LinkNo
The sub-goal details may not be created as the service plan has already been closed.LinkNo
The subject must be entered.LinkNo
The total number of units cannot exceed the number of authorized units. The number of authorized units must be modified before additional units can be recorded.LinkNo
The value entered is too long %1n - maximum allowed is %2n.LinkNo
This %1s cannot be modified as it is already closed.LinkNo
This milestone cannot start before %1d. Please enter a new expected start date.LinkYesbpomilestonedelivery.err_xrv_expected_start_date_before_earliest_start_date|a|
This Participant already exists as Primary Client for this case. LinkNo
This Participant already has a role as %1c for this case.LinkNo
This plan item is currently in the approval process.LinkNo
This service plan goal may not be modified as it has already been closed.LinkNo
This Service Plan has been cloned.LinkNo
This service plan has been cloned on %1s. New Service Plan %2s has been created. Cloned Service Plan %3s has been closed.LinkNo
This service plan may not be modified as it has already been closed.LinkNo
This task cannot be created as you currently have an active task allocation blocking period and you have specified the task should be added to your My Tasks list.LinkNo
This task cannot be created as you currently have an active task redirection period and you have specified that the task should be added to your My Tasks list.LinkNo
This task cannot be created because the user %1s is currently being blocked from the allocation of new task.LinkNo
Time Absent must not be entered if attendance type is 'Present'.LinkNo
Time Participated must not be entered if attendance type is 'Absent'.LinkNo
To date must not be later than today.LinkNo
User must be assigned to a position.LinkNo
User name must be specified.LinkNo
You cannot add this plan group as a plan group of this name has already been added to this service plan.LinkNo
You cannot cancel the plan item as an actual start date has been entered. LinkNo
You cannot change the expected outcome as an actual start date has been entered. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_expected_outcome_no_modify|a|
You cannot create a note with a higher sensitivity than you have.LinkNo
You can not delete a plan item outcome as the subgoal outcome is already set.LinkNo
You cannot enter actual start date as plan item status is unapproved or submitted. LinkNo
You cannot enter a good cause value until the outcome value is set to not attained. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_good_cause_no_modify|a|
You cannot modify this record as it has been deleted.LinkNo
You cannot set outcome to attained or not attained until an actual end date is specified. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_outcome_no_modify|a|
You do not have appropriate privileges to perform this operation.LinkNo
You do not have appropriate privileges to perform this operation for this client.LinkNo
You do not have appropriate privileges to perform this operation for this plan item.LinkNo
You do not have appropriate privileges to perform this operation for this sub goal.LinkNo
You do not have the appropriate privileges to add a plan item to this sub goalLinkNo
You do not have the appropriate privileges to clone this service plan.LinkNo
You do not have the appropriate privileges to close this service plan.LinkNo
You do not have the appropriate privileges to create a baseline for this service planLinkNo
You do not have the appropriate privileges to create a baseline for this service planLinkNo
You do not have the appropriate privileges to maintain this service planLinkNo
You do not have the appropriate privileges to view the selected plan item.LinkNo
You do not have the appropriate privileges to view this plan itemLinkNo
You do not have the appropriate privileges to view this service planLinkNo
You have been assigned as the owner of the %1s Plan Item belonging to the %2s Sub-Goal.LinkNo
You have been assigned as the owner of the %1s Plan Item for Service Plan ID %2n.LinkNo
You have been assigned as the user responsible for the %1s Plan Item belonging to the %2s Sub-Goal.LinkNo
You have been assigned as the user responsible for the %1s Plan Item for Service Plan ID %2n.LinkNo
You have been assigned the role of case owner for case %1s by %2s. %3sLinkNo
You have been assigned the role of case reviewer for case %1s by %2s.LinkNo
You have been assigned the role of case supervisor for case %1s by %2s. %3sLinkNo
You may not perform this operation as the service plan is closed.LinkNo
You must enter an expected end date LinkNo
You must enter an expected start date LinkNo
You must specify a plan item name LinkNo
You must specify a planned sub goalLinkNo
You should provide either file location and reference or file attachment but not both.LinkNo
Workflows
When page is loaded
None
When page is submitted
WorkflowDescription
CURAMSTANDARDCASETASKThis workflow process is a generic workflow process that is used to create standard tasks for a case within the following functional areas - Milestone Delivery, Income Screening, and Service Planning.
DEFAULTCASENOTIFICATIONDefault Case Notification Workflow - Allocates the Notification to the specified user
DEFAULTNOTIFICATIONDefault Notification Workflow - Allocates the Notification to the specified user
Related Entities
Technical Information
Page IDServicePlanDelivery_clone
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\ServicePlans\Service Plan Delivery\Plan Management\Clone\ServicePlanDelivery_clone.uim
Page Load Interface
Page Submit InterfaceServicePlanDelivery.clone
Linked From PagesService Plan Home: (ServicePlanDelivery_home), Service Plan Home: (ServicePlanDeliveryDetails_home)