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Mobius User Guide |
Published Date: May 15, 2013
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11 Service Plan |
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Approve a Plan Item
Some Plan Items require approval and will automatically display an unapproved status once selected and included in the Service Plan.
All unapproved Plan Items must be approved before a Service Agreement can be printed.
- (I) External user needs to get internal approval
- (L) Internal needs higher level internal approval
Anchor Point: Service Plan Home Page
Method One
Submit a Plan Item for Approval
- Select the Tracking Gantt Tab from the Navigation Bar.
- Select the desired Plan Item from the Gantt chart.
- Select the Approval Requests Tab.
- From the List Action Menu, select Submit for Approval.
- Select Yes. Plan Item status will display as Submitted.
Approving a Plan Item
- Select the Tracking Gantt Tab from the Navigation Bar.
- Select the desired Plan Item from the Gantt chart.
- Select the Approval Requests Tab.
- From the List Action Menu, select Approve.
- Select Yes, Plan Item status will display as Not Started.
Note
Only users with the appropriate User Role will be able to approve.
Method Two
Submit a Plan Item for Approval
- Select Plan Content Tab from the Navigation Bar.
- Toggle the applicable Sub-Goal.
- Select the Plan Items Tab.
- Select the Plan Item.
- Select Tab Action Menu.
- Select Submit for Approval. Plan Item status will display as Submitted.
Approving a Plan Item
- Select Plan Content Tab from the Navigation Bar.
- Toggle the applicable Sub-Goal.
- Select the Plan Items Tab.
- Select the Plan Item.
- Select Tab Action Menu.
- Select Approve. Plan Item status will display as Not Started.
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