Activate Your Plan


Once you have completed building out your plan and done a thorough review to ensure all items requiring updates have 1) assigned users, 2) the correct update frequency, and 3) appropriate start and due dates, you can activate your plan if you are ready for update requests and other automatic notifications to begin going out. If you are not completely ready for end-users to see and begin interacting with your plan, do not Activate it. 


To activate your plan, open the top plan item that houses your plan's name from any view.




To the right of your plan's name at the top of the menu, you will see the plan state toggle switch. Click 'Active'. An alert will appear asking you to confirm this change. Click the white 'Confirm' button in the bottom right-hand corner.




Your plan is now Active, and the new state will be reflected in the Toggle switch.