Review a plan

After a Plan Manager creates a plan, assigns reviewers and an approver, the plan is ready to begin the review process. When the plan owner assigns a reviewer to a plan, a Plan(s) to Review link appears on the BlackBerry AtHoc home page for that reviewer. The plan reviewers review each step in the plan and can create change requests for the plan or for specific steps in the plan. A Change request marker appears beside the name of the reviewer on the plan summary screen in the Reviewers section to indicate that the reviewer has submitted a change request for the plan.

When a reviewer creates a change request, the plan owner can access the plan summary page and choose to acknowledge or reject the request. When the plan owner acknowledges or rejects all change requests, the plan reviewers can mark the plan as reviewed. When all reviewers have marked the plan as reviewed, the plan appears in the Plans waiting for me list of the plan approver.

Note: If the plan owner edits the plan when it is in draft state, the review process resets and the plan reviewers must mark the plan as reviewed again before the plan can be approved.

When the plan is approved, it moves to the active state and can be used to create incidents.

If you have been added as a reviewer for a plan, access the plans you need to review from the Plan Manager or from the Plan(s) to Review link on the BlackBerry AtHoc home page. When you review the plan, you can request a general change for the plan or for a specific step in the plan.
Tip: You can see if you have plans that require your review or approval on the BlackBerry AtHoc home page in the right pane below the system status. Click the Plan(s) to Review link to go directly to the plans waiting for your review or approval in the Plan Manager.
  1. Log in to the BlackBerry AtHoc management system as a Plan Manager.
  2. Click Plan > Plan Manager.
  3. On the Plans page, click All Plans > Show plans waiting on me.
  4. Click the plan you want to review.
  5. Review each step in the plan.
    Tip: For alert and event steps, click The Expand Step icon to expand the details of the step and then click the name of the template to preview the template content. For collaborate steps, click the link to view the users and groups who were invited to the collaboration.
  6. Optionally, Create a general change request.
  7. Optionally, Request a change to a step.

Your change requests are added to the Change Requests section. When the plan owner reviews and accepts or rejects your change requests, you can Mark a plan as reviewed.