Final admin approval and activation of activity plans
Key Takeaway
After the admin submits a plan into Admin Review and approves it, the Validate Activity Plans batch job activates the plan, but only when its start date is on or before the current date.
In Life Sciences Cloud, an activity plan sets activity goals for field reps in a territory. Before the plan goes live, it moves through three review stages: employee, manager, and admin. The final stage belongs to the activity plan administrator. The admin reviews the goals the manager submitted, sets the final measures, and approves or rejects the plan. The admin then activates the plan so reps can work against their goals and progress can be tracked.
Where the admin review fits
Reps propose changes to provider activity goals in Employee Review. Managers adjust those proposals in Manager Review. The activity plan administrator has the final say on provider activity goals, so the admin reviews the proposals, modifies them as needed, and approves and activates the plan.
The admin's review starts when the plan reaches Submitted status. From that point, employee and manager edits are locked unless the admin overrides the settings.
The Update Activity Plan Status batch job automates the early status changes but doesn't finish the lifecycle, so the admin makes the last changes manually.
| Status | Who or what sets it |
|---|---|
| Manager Review | The Update Activity Plan Status batch job |
| Submitted | The Update Activity Plan Status batch job, when the manager submits the plan or when the Manager Due Date is reached |
| Admin Review | The admin, manually, by clicking Submit after the final review |
| Approved or Rejected | The admin, by selecting the status manually |