Transferring claim rules between plans

When to use transfer

Use transfer when a customer has a new support plan and the rules already configured for their previous plan should continue to apply.

• Plan renewal — a customer's annual plan has been re-issued for another period, and the same blocks, warnings and authorisations remain valid.
• Plan extension — a plan has been extended into a new funding period with the same approved suppliers and items.

If the new plan covers materially different items or suppliers, it's usually faster to create rules from scratch rather than transfer and then edit each one. See Creating a claim rule.

Opening the transfer form

Transfer mode lives inside the same form as creating a new rule — it's the second option on the mode toggle at the top of the form.

1. Open the customer's profile Find the customer whose rules you want to transfer and open their profile.
2. Open the claim rules screen From the More… menu, select View claim rules. The claim rules screen opens pre-filtered to that customer.
3. Open the new claim rule form Select New Claim Rule in the top-right.
4. Switch to Transfer from plan At the top of the form, select Transfer from plan on the mode toggle. The form switches to the transfer fields.

The transfer form

Step 1 — Select the customer

Search for the customer using the Customer field. Once selected, Navigator loads all that customer's support plans into the source dropdown.

You can only transfer rules between two plans belonging to the same customer. There is no way to copy rules across customers.

Step 2 — Choose the source plan

In the Source plan (copy from) section, pick the plan whose rules you want to copy. The dropdown is labelled Source support plan and lists every plan for the customer, formatted as "{plan name} (start – end)".

The helper text under the field reads: "All claim rules attached to this plan will be duplicated to the target plan."

Step 3 — Choose the target plan

The Target plan (copy to) section appears once a source plan is selected. The Target support plan dropdown shows all other plans for the customer — the source plan is excluded.

Once a target is picked, a blue info alert confirms the dates the new rules will inherit: "The duplicated claim rules will use the target plan's dates: {start} to {end}".

Select Transfer Claim Rules at the bottom of the form to run the transfer. Navigator duplicates each source-plan rule onto the target plan and returns you to the claim rules screen, where the new rules appear at the top of the list.

What gets transferred

The transfer duplicates every claim rule attached to the source plan — Blocked, Warning, and Authorized — onto the target plan.

Edge cases

You'll see one of these warning messages instead of the form when transfer isn't possible:

In the first two cases the fix is to add or import the missing support plan on the customer's profile first, then return to transfer.