Rep and manager proposals during plan review
Key Takeaway
Reps propose goals under "Employee", managers adjust them under "Manager" within the plan's change threshold, and the activity plan administrator (admin) gives final approval.
In Life Sciences Cloud, an activity plan goes through a chain of reviews before it becomes active. The sales representative (rep) proposes changes to their provider activity goals. The sales manager then validates and adjusts those proposals. After that, the activity plan administrator (admin) gives final approval. Deadlines and change thresholds set on the plan control how much reps and managers can change it.
The review order
The review runs in a fixed order: the rep first, then the manager, then the admin. Each handoff changes the plan status.
| Status | The plan moves here when | Moved by |
|---|---|---|
| Manager Review | The rep submits, or the Employee Due Date is reached | The Update Activity Plan Status batch job |
| Submitted | The manager submits, or the Manager Due Date is reached | The Update Activity Plan Status batch job |
| Admin Review | The admin changes it from Submitted | The admin, manually |
| Approved or Rejected | The admin sets it after Admin Review | The admin, manually |
Because the batch job also acts on the due dates, the plan moves forward even if nobody submits. Unlike those automatic moves, the admin's steps are manual.
Reps can execute activities against their goals only when the plan is Approved and its "Active" checkbox is selected. A Rejected plan does not proceed to execution.