Closing a plan

Close a plan when all related actions and decision flow steps have been completed. Closing a plan finalizes the workflow and moves the plan to the Closed plans list.

To close a plan
  1. Go to Operations > All plans view.
  2. Find the plan you want to close and select Review,
  3. Fill in the real start and end times, and action types.
    • The start time is set according to the plan. You must fill in the end time, except when your organization is using Real-time logging.
    If your organization's Planning settings > Decision flow includes Real-time logging, all actions should be marked as Ended before closing the plan.
  4. Add comments from the drivers, if necessary.
  5. Once all information is correct and all actions are completed, select Close plan. The plan will move to the Closed plans list.