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The Publish function will generate a plan in a selected format, which can then be used for one or more of a Printed Copy, Website or Electronic Media such as CD or DVD. When a plan is published, all of the narrative and documents (if selected) are copied as part of the plan file. Therefore, any changes made to the plan using the Edit function will have no effect on a previously published plan.

 

The Publish function is only available to users with a Manager or Administrator role.

 

To see how a plan will look prior to publication, use the Preview function.

To Publish a Plan

1.On the Plans page, click the Publish link.

2.Select the Cycle to be included. The selection will default to the current plan cycle.

3.Select the Format

4.Select a Destination.

5.If the format is Website the submission may be published to a website location (if defined) or downloaded as a compressed (.zip) file.

Note: Website locations must be predefined. See Control Panel > Manage Plans > [Plan] > Settings > Website > Locations  

6.Optionally, select any Linked data to be included.

7.Click Submit. Depending on the size of the plan, the file may take a few moments to generate.