Mobius User Guide

Published Date: May 15, 2013
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07 Service Plan

Create a Service Plan from Scratch

Add Plan Item Category

Anchor Point: Integrated Case Home Page

Add Plan Item Category

  1. If the Plan Item has an associated Plan Item Category, it must be selected.
  2. Select Edit.
  3. Select the appropriate Plan Item Category from the drop down menu.
  4. Select Save.