> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/business-continuity/developing-business-management-plans-apps/creating-and-managing-plans/review-plan.md).

# Review Plan

Review a submitted plan and determine whether to approve or reject it.

## Workflow Overview

<i class="fa-location-dot">:location-dot:</i> **Current Task:** Review Plan

<i class="fa-user">:user:</i> **Performed By:** Assigned Reviewer (e.g., Risk Manager, Compliance Officer, Business Continuity Manager)

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

## Accessing the Task <a href="#accessing-the-task" id="accessing-the-task"></a>

The **New Plan to Review** task can be accessed through any of the following:

* The **To Do** module.
* The **direct link** provided in the email notification.

***

## Completing the Task <a href="#completing-the-task" id="completing-the-task"></a>

Review the submitted plan to verify that it is complete, appropriate, and ready to support business continuity, crisis management, or disaster recovery activities.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

{% hint style="success" %}
For guidance on common form features and functions, see [**Working with Forms**](/interfacing-help-files/end-users/exploring-apps/working-with-forms.md).
{% endhint %}

{% hint style="info" %}

#### Saving Your Work

To save progress without submitting, click **Save** in the top-right corner of the panel.

* The task remains in the **To Do** module for you to revisit and complete later.
  {% endhint %}

***

{% stepper %}
{% step %}

### Review Plan

Review the plan to ensure it is complete, accurate, and suitable for implementation. Consider the following:

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td>✅ <strong>Completeness &#x26; Scope</strong></td><td>Does the plan clearly define its purpose, scope, and supporting information, with all required content included?</td></tr><tr><td>✅ <strong>Operational Content</strong></td><td>Does the operational content provide clear, complete, and practical information appropriate for the plan type?</td></tr><tr><td>✅ <strong>Communication Strategy</strong></td><td>Does the communication strategy include the appropriate responsibilities and contact information needed to support effective communication during a disruption?</td></tr><tr><td>✅ <strong>Implementation Readiness</strong></td><td>Is the plan sufficiently complete, practical, and ready to support effective execution during a disruption?</td></tr></tbody></table>

{% hint style="info" %}
Most fields are **read-only**. Editable fields function the same as in the [**New Plan**](/interfacing-help-files/business-continuity/developing-business-management-plans-apps/creating-and-managing-plans/create-new-plan.md) form.
{% endhint %}

***

{% endstep %}

{% step %}

### Provide Feedback

Use the **Comments** field to share insights, ask questions, or suggest changes to help improve the plan.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

{% endstep %}

{% step %}

### Finalize Review

From the **Task Resolution** dropdown, select one of the following actions:

* **Approve Plan**

  Approve the plan, concluding the workflow.

{% hint style="danger" %}
Plans must be approved and active before they can be executed.

* To begin executing an operational plan, use the [**Execute Plans**](/interfacing-help-files/business-continuity/executing-business-management-plans-apps.md) module.
  {% endhint %}

* **Needs Modification**

  Return the plan to its creator for revisions or additional information.

  → Next Step: [Modify Plan](/interfacing-help-files/business-continuity/developing-business-management-plans-apps/creating-and-managing-plans/modify-plan.md)

{% hint style="info" %}
Once changes are made, the creator can resubmit the plan for further review.
{% endhint %}

After selecting the appropriate resolution, click **Submit** to finalize your review and advance the workflow.

***

{% endstep %}
{% endstepper %}

***

## See Also

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Tracking &#x26; Monitoring Plans</strong></td><td>Browse and monitor submitted operational plans throughout their lifecycle.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FNZOvD3ldHJ3i1zsvDksS%2FCR-V16-Icons-1.png?alt=media&amp;token=7c420cc4-9abf-4601-8fc3-8e9769771b27">App-V16-Icons-1.png</a></td><td><a href="/interfacing-help-files/business-continuity/developing-business-management-plans-apps/tracking-and-monitoring-plans.md">Tracking &amp; Monitoring Plans</a></td></tr></tbody></table>


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