Create new plan change choice

Plan change choices list the plans and plan options available to switch between in the change group.

This task explains how to create a new plan change choice.

  1. On the Billing tab, click Plan Change matrices...
    The Plan Change Groups page is displayed.
  2. Click Edit to the right of the required plan change group line entry.
    The Plan Change Group properties page is displayed.
  3. Click Add.
    The Plan Change Group Choice page is displayed.
  4. Click New to the right of the Managed Plan line.
    A blank Managed plan page is displayed.

    Figure: New Plan Change choice

    Screenshot of the Plan Change choice
  5. Type a name in the Name field.
  6. Type a summary of the plan change option in the Description field.
    Both the Name and Description fields are visible to end users.
  7. Select an option from the Plan drop-down.
    The Plan drop-down is populated by the available plans listed for the service on the Billing tab.
    Note: If charging options have been configured for the plan these options will be displayed. For more information, see Charging options.
  8. Do one of the following:
    Option Action
    If no plan charging options are displayed
    1. Click Save.
    2. Select the new plan from the Managed Plan drop-down.
    If plan charging options are displayed
    1. Select or complete the required charging option.
    2. Click Save.
    3. Select the new plan from the Managed Plan drop-down.
    4. Click Edit to the right of the Managed Plan line.
    5. Select an option from the Override allowed for drop-down.
      • CAT/SOAP and Smile—Specifies that the option can be overridden by CAT users and Smile operators.
      • None—Specifies that the option cannot be overridden.
      • Smile only—Specifies that the option can only be overridden by a Smile operator.
    6. Click Save.
  9. Complete the required fields. For more information, see the Plan change properties.
  10. Click Save.
    The Plan Change Group page is displayed.
  11. (Optional) Click Add to create additional plan change choices.
  12. Click Save. The Plan Change Groups page is displayed.