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How do I approve my team's plans?

Managers who review plans see every plan in their team on Calls → Plan, under "Monthly plans · Month".

The team list​

Tiles: Field managers, Waiting for approval, Approved (of N), Not sent.

Chips: All, Waiting, Approved, Locked, Not sent, Draft, Returned.

Columns: Field manager, Status ("Not started" when nothing is planned yet), Calls, Doctors, Sent.

Click a field manager to open their plan on the week grid. All plans goes back to the list.

Decide​

Approve and Return show only to the approver of the plan's current step.

  • Approve accepts the plan. With "Lock the plan when approved" on (the default), it is locked.
  • Return sends it back to be changed. A note is required.

The same decision can be made from Approvals, where the plan waits under Monthly plan.

Unlock a plan​

An approved or locked plan can be reopened with Unlock. A reason is required. Only people allowed to review plans see it.

After lock, what happens to a change depends on "Changes after lock": Never, With approval (the default; the change goes as a Plan change request) or Freely.