10.1.2. Review the Plan

Once a plan is created and submitted, the assigned party receives a new task in their Pending Tasks folder, prompting them to review it.

*An email notification is also sent to alert them of the task. To learn more about email notifications and their role in the application, click here.

Clicking either the subject in the Pending Tasks folder or the button in the email opens the New Plan to Review form, where users can evaluate the plan and decide whether to approve or reject it.

Key features of the Review form include:

1. Feedback & Collaboration

To facilitate feedback provision and collaboration, the form includes a Comment field. Users can share their insights, ask questions, or suggest changes to help improve the plan.

*For more details on comment fields and their functionality, click here.

2. Rejecting or Approving the Plan

At the bottom of the Review form, users can choose from the following options:

• Needs Modification: A button to reject the plan.
  • If selected, the plan will be sent back to its creator for modification.
• Approve Plan: A button to approve the plan, concluding the Plan Creation & Approval workflow.