Theory

Adapted Plan Actions, Permissions and Flow

While things can vary slightly depending on how the roles are configured on each instance the general principles are:

  1. Only Reps and Admin (SFEM) can edit an adapted plan
  2. Only the Rep Plans are approved / rejected, because any plan above Rep level is just a consolidation of Rep Plans
  3. Only the Direct Manager approves / rejects a Rep Plan
  4. Only the Admin (SFEM) can Finalize and Reopen the Adapted Plan
  5. The Team Plan is Finalized or Reopen as a whole, not partially
  6. All other positions can only view the adapted plans at their level or any level below
Position / Role Possible Actions and Permissions
Rep/MSL View Master Plan – filtered, Change Capacity, Add/Remove Customers from Target, Change Frequencies, Submit Plan, Reopen Plan
Admin All the Rep’s actions
Direct Manager View Master Plan - filtered, View a Rep’s Plan, Approve/Reject a Rep’s Plan, View Consolidated Plan
All other Positions View the Master Plan and Adapted Plan at their level and any position below them
Plan Owner (has master plan write and reopen permissions) Finalise Team (Adapted) Plan, Reopen Team (Adaped) Plan

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NOTE that a manager can only approve / reject the plan of the Reps that report to them directly, i.e. Manager1 has 2 direct reports, Rep1 and Manager 2, and Manager2 has another 2 direct reports Rep2 and Rep 3. Manager1 can only approve/reject the plan of Rep 1 and NOT Rep2 and Rep3

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<aside> ⚠️

IMPORTANT on understanding permissions

If we have a global position -i.e. BUD - or a manager position we can filter the Plan at any of the position below ours, i.e. we select a Rep position to view the plan at that level. However this DOES NOT mean that we will have the permissions of a Rep, i.e. we can see the Rep plan but we cannot edit it, because we are not on a Rep position

On the other hand if we are assigned to both a BUD position and a Rep position, when selecting the Rep position we will have the permission to edit the Plan and do all the other actions of a Rep.

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Practice

Adapted Plan Status

The Rep Position Perspective

If we look at the Adapted Plan from a Rep position in the Status screen we will see the Plan Status of that position, which can be: