Approve and send a plan

Before approval

• Open the correct client and plan.
• Review every pending assignment, including instructions and timing.
• Resolve edits or deletions before making the work available.

Choose an approval path

• Approve an individual activity from its activity details when only that item is ready.
• Choose Approve & send on the plan to approve every pending assignment in that plan.
• A success message confirms that approved assignments are available to the client.

After sending

Check the assignment state and follow up at the agreed time. A sent status confirms availability in the app; it does not confirm that the client opened or completed the activity.