Draft
This is the initial status when you begin working on a plan. In this state, you can freely create, edit, or delete content.
Sending a Plan for Review (Draft → Review/Offshore Draft)
This transition is used when your plan is ready for feedback. It allows selected reviewers, onshore or offshore, to access the plan and leave comments.
Click “Send for review”: Locate the green button with Send for review at the top right of the Plan status bar in the Plan editor and click it.
Select reviewers: In the pop-up window, choose from existing team members or type in an email address to invite someone new.
Add new reviewer if needed: After typing an email, click Add to include the person as a reviewer.
Confirm your selection: Check the box next to each person you want to include in the review.
(Optional) Add a comment: You can include a message or note for the reviewers, explaining the context or focus of the review.
Submit the review request: Click the Send for review button at the bottom of the pop-up to initiate the review process.
Review mode activated: The plan’s status will now update to Review or Offshore Draft, and reviewers can begin adding comments.