Purpose

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

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Video

Background

1. 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.
   

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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.
   
   
   
   
   
   
   
4. To review the pre-plan, select the edit icon .
   
   
   
   
   
5. Once the pre-plan has been reviewed, the reviewer can either approve and publish it by selecting the approve icon    , or reject the pre-plan by selecting the reject icon   .
   
   
   
   
   
6. If the pre-plan is rejected, 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.
   
   
   
   
   
7. The user that submitted the Pre-Plan will automatically receive an e-mail with the feedback and a link to edit the pre-plan.
   
   
   
   
   
8. When the submitting user edits the pre-plan, they will see the current status and feedback on their edit screen.