Pre-Plans: Review Process

Pre-Plans: Review Process

Purpose

  1. To explain the process of a user submitting a pre-plan for review and the administrator managing that pre-plan.

Video


Info
This workflow is intended for agencies that grant permission for users to add or edit a pre-plan but not publish them until they undergo a review with a user with "publish" permissions. Workflow example: 
    1. Step 1: Pre-Planning user creates/edits a Pre-Plan.
    2. Step 2: Pre-Planning user submits pre-plan.
    3. Step 3: Admin user with "publish" permission reviews the pre-plan for accuracy, quality, and consistency, and can publish (approve) or reject the pre-plan with feedback.

Directions


1.  After a user has created or edited a pre-plan, they should select the Submit button.






2.  Users with the publish permission can locate submitted pre-plans needing review by navigating to Pre-Planning > Pre-Plan Organizer or Pre-Plan List






3.  Any Pre-Plan(s) needing review can be found by selecting "Pending Approval" in the Status dropdown and then selecting the Search button.




Pre-Plan Organizer



4.  To review the pre-plan, select the edit icon .





6.  After reviewing the Pre-Plan, the Reviewer has the ability to Publish, Reject or Cancel within the Pre-Plan editing view.





7.  The Pre-Plan can also be Published or rejected without being reviewed by selecting the approve icon    , or reject the pre-plan by selecting the reject icon   .





8.  If the pre-plan is Rejected or Published, the reviewer can enter feedback to the user who submitted the pre-plan for approval.
WarningIf "Create a draft from this rejected preplan" is selected, the pre-plan will go into a Draft status, if it is unselected, the pre-plan will go into a Rejected status and the changes since the last Published status will be deleted.






9.  The user that submitted the Pre-Plan will automatically receive an e-mail with the feedback and a link to edit the pre-plan if rejected.




10.  Any feedback can also be viewed within the notes area of the Pre-Plan by selecting the Notes Icon.



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