Mobius User Guide

Published Date: May 15, 2013
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07 Service Plan

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

  1. Select the Tracking Gantt Tab from the Navigation Bar.
  2. Select the desired Plan Item from the Gantt chart.
  3. Select the Approval Requests Tab.
  4. From the List Action Menu, select Submit for Approval.
  5. Select Yes. Plan Item status will display as Submitted.

Approving a Plan Item

  1. Select the Tracking Gantt Tab from the Navigation Bar.
  2. Select the desired Plan Item from the Gantt chart.
  3. Select the Approval Requests Tab.
  4. From the List Action Menu, select Approve.
  5. 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

  1. Select Plan Content Tab from the Navigation Bar.
  2. Toggle the applicable Sub-Goal.
  3. Select the Plan Items Tab.
  4. Select the Plan Item.
  5. Select Tab Action Menu.
  6. Select Submit for Approval. Plan Item status will display as Submitted.

Approving a Plan Item

  1. Select Plan Content Tab from the Navigation Bar.
  2. Toggle the applicable Sub-Goal.
  3. Select the Plan Items Tab.
  4. Select the Plan Item.
  5. Select Tab Action Menu.
  6. Select Approve. Plan Item status will display as Not Started.