Approving a plan

If your organization's Decision flow in Planning settings is set to Send for approval, the plan is first sent for approval. Only after it is approved will the plan be communicated to drivers and other recipients.

Only a Superuser can approve the plan.

1. Go to Operations > All plans view.
2. Find the plan you want to approve and select Review.
3. Review all actions and treatment types and rates listed for each route.
4. Check the lists for selected recipients and review the messages.
5. You can
   • select Approve and communicate. The plan is communicated to drivers or subcontractors, and selected recipients.
   • select Reject. The plan returns to draft mode.