Upon merging, any data in the plan will be integrated with the incident. This includes contacts, documents, news and updates, resources, reports, dashboards and forms, along with any folders associated with this data. Please note, that the merge process does not actually occur until the plan to be merge is activated. As you can see, any new items were created (e.g. Group C) and any common items were merged (i.e. Group A). A common use of this feature is during escalations. You may create a common group, such as notification recipients, in both the initial activation as well as the merged plans. As you escalate by activating the merged plan, the notification recipient group could grow to include additional contacts or sub groups.
Merging a plan may occur in a variety of ways. Some examples include:
- A linked plan set to merge
- Adding a plan to an existing event
- Incident Submission Form Event Updates
