Import schemes

Activity Steps

1. Access the CCSCHM—Scheme application from the main menu or quick launch to display the CCSCHM—Search Scheme screen.
2. Select the Organisation Codes from where schemes are to be imported.
3. Enter an optional Approved date range.
4. Click Importable Scheme Versions only to return only schemes whose scheme versions do not yet exist in the current organisation and are approved for distribution.
5. Select a Line of Business Code to further filter schemes by those that are associated with a particular line of business.
6. Click Search to display schemes that match the criteria.
7. Select one or more org-scope schemes that are to be imported into the current organisation.
8. Click Import Schemes.