Activity plan status lifecycle and transition owners
Key Takeaway
Automation stops at Submitted. The Update Activity Plan Status batch job can move a plan into Submitted, but the Activity Plan admin must manually change the status to Admin Review, even after the Manager Due Date has passed.
An activity plan moves through a fixed sequence of statuses before field reps can execute it: In Progress, Employee Review, Manager Review, Submitted, Admin Review, and then Approved or Rejected. Each status controls who can edit the plan. The Activity Plan admin makes some status changes manually. The Update Activity Plan Status batch job makes the others automatically. When a plan seems stuck, knowing who owns each change tells you who has to act next.
The statuses in order
Three personas take part in the review lifecycle: employees (the field reps assigned to the plan's territory), managers, and admins, who give the final approval.
| Status | What happens |
|---|---|
| In Progress | The plan is being drafted. The plan isn't active and isn't visible to managers or employees. The "Active" checkbox must stay unselected. |
| Employee Review | Employees review their goals. They can edit or propose changes until the Employee Due Date. Managers and admins have read-only access. |
| Manager Review | The manager reviews and adjusts the reps' proposals. Employees and the admin have read-only access. |
| Submitted | The plan waits for the admin. Employee and manager edits are locked unless the admin overrides the settings. |
| Admin Review | The last review stage. The admin checks the final changes and must set the plan to Approved or Rejected. |
| Approved | The plan is live, and employees execute activities against their goals. The Active checkbox must be selected. |
| Rejected | The plan doesn't proceed to execution. |
Employee Review is also the status used when employees suggest accounts that have no goals. For those accounts, the "Is Suggested" checkbox is selected and the "Overall Goal" field is blank.