This guide will walk you through the steps to send your year plan for approval, select approvers, add comments, and track the status of your plan.
1. Adding Activities and Saving the Calendar: After adding all the activities to your year plan and saving the calendar, you can send it for approval.
2. Selecting Approvers and Adding Comments: Choose one or several approvers from the list and add a comment if necessary. The selected approvers will receive an email requesting their approval for the year plan.
3. Waiting for Approval: In this state, the year plan status will change from "Incomplete" to "Pending." Once the approver takes action on it, the status will change to "Approved" or "Rejected."
4. Withdrawing Changes: While in the "Pending" state, the requester can withdraw the changes, and the initial approver will be notified as well.
5. Approver Actions: The approver can approve, reject or withdraw changes. Once approved, the status will change to "Approved," and the action will be visible in the approval log as well.
