Managing Plans

You can perform actions on an employee plan depending on your role as a Coordinator or an Assignee to that plan.

If you use any of the standard roles and access a plan that is created for you, you automatically assume an Assignee role. You can only view, update, and add notes to tasks that are assigned to you. You can view the complete list of tasks only of other employee plans.

To start, see:

• Managing Plans as a Coordinator

• Managing Plans as an Assignee

General Notices