<< Click to Display Table of Contents >> Navigation:  Xitracs Planning™ > Plans > Workflow

Note: This function only applies to Free-form plans. The approval workflow feature for goal-based plans is built-in.

 

If a workflow channel has been assigned to a plan via the Control Panel, a workflow status column will appear in the Edit plan view and also in the plan fieldset.

You may also view any pending workflow items by clicking the inbox icon in the plans page header bar.

 

To select and update a workflow step, open the fieldset and click on the Edit link. If the step is not available it will show Locked. Availability is determined by the access setting in the Control Panel. For example, if you are on the Action Team for a plan section, you might be able to select a 'Request Approval' workflow step not the 'Approved' step. If you are the Manage Team you will be able to select any step by clicking the Manage link next to the locked status in the fieldset.

 

When you select a step, you can also add an optional comment.

 

To assign a channel to a free-form plan, see Manage Plans > [Plan] > Properties