To explain the process of a user submitting a pre-plan for review and the administrator managing that pre-plan.
Video
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:
Step 1: Pre-Planning user creates/edits a Pre-Plan.
Step 2: Pre-Planning user submits pre-plan.
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 Searchbutton.
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.
If "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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