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Approving Plans and Activities

In order to approve plans and/or activities, you must have the proper permission level.

To access the approval area:

Option 1:

  • Click on Admin Tools in the lower banner at the top of the screen.
  • Click on the 'Professional Development Plans' link.
  • In the upper right corner, click on the 'PD Admin' button.
  • From the drop-down, click on 'Approvals.'

Option 2:

  • If you have a PD Plan, click on the name of the Plan in the My Plans area of the homepage.
  • In the upper right corner, click on the 'PD Admin' button.
  • From the drop-down, click on 'Approvals.'

To approve plans:

  • After completing the steps in one of the options above:
    • Click the 'Plans' tab
    • Use the drop-down to filter which plans you want to review.
      • Plan - all plans or a specific plan
      • User - all users or a specific user
      • Status - plans that are pending approval, plans that have been approved, or all plans
      • If EP21 has been given the building, department and grade data, then you can filter by those categories as well.
  • A list of plans that fit the filtering criteria will appear.
  • To approve the plan, click in the approved box to the right of the User's name.
  • To view the plan, click on the plan name.  From this screen you can approve a plan.

To approve activities:

  • After completing the steps in one of the options above:
    • Click on the 'Activities' tab.
    • Use the drop-down to filter for a plan.  (A Plan must be selected.)
      • Activity - all activities for the selected plan, user activities only (those created by individual users, or system activities only (those created by the organization)
      • Status - all activities, activities pending approval, activities already approved, activities that have been rejected.
      • If EP21 has been given the building, department and grade data, then you can filter by those categories as well.
  • A list of activities that fit the filtering criteria will appear.
  • To approve or reject an activity, click the approve or reject status button to the right.
  • To approve all activities simultaneously, check  'Approve All' 
  • To view an activity, click on the activity name.  From this view, you can also approve or reject an activity, as well as post comments to the user.
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