Activity Plan Review prerequisites and tab setup
Key Takeaway
The Activity Plan Review tab gives a user a role for a plan from active territory membership alone. An active member of the plan's territory is the Employee, and an active member of its direct parent is the Manager. A user active in neither, including a user active only in a territory higher than the direct parent, gets the "Neither Employee nor Manager" error.
Activity Plan Review is the checkpoint where field reps, their managers, and the Activity Plan admin check an activity plan's goals before the plan goes live. Reps and managers do their review on a dedicated Activity Plan Review tab. The tab works as intended only when it is set up correctly and its prerequisites are in place.
Review stages and plan status
After the Activity Plan admin creates a plan and associates it with goals and territories, the plan moves through review stages. Three personas take part in the review:
- Employees are field reps assigned to a territory.
- Managers review the plan after the employees.
- Admins give final approval.
A plan's status moves through these values in order:
- In Progress
- Employee Review
- Manager Review
- Submitted
- Admin Review
- Approved, which means the plan is live
The Employee Review and Manager Review stages build buy-in and catch errors before the plan is activated. Errors they catch include unrealistic goals, missing accounts, and territory assignment issues.
Set realistic review periods with clearly communicated deadlines. A suggested example is 2 weeks for employee review and 1 week for manager review.