The menu that appears when you click on the contains a list of actions you can use while working with a plan.

For plans in the Inbox section, the following actions are available:

⦁ Edit – opens the plan editing page
⦁ Validate – validates the plan (performed after the plan is approved)
⦁ Approve – approves the plan
⦁ Download – downloads the plan to the local disk
⦁ Send to email – sends the plan to your email

Actions available for plans in the Sent section

Note:

Plans appear in the Sent section after they are approved.

⦁ View – opens the plan view page
⦁ Validate – validates the plan
⦁ Reject – cancels all made changes and the approval of the plan. The plan returns to the Inbox section and becomes available for editing
⦁ Download – downloads the plan to the local disk
⦁ Send to e-mail – sends the plan to your email

Actions available for plans in the Finalized section

Note:

Plans appear in the Finalized section after they are validated.

⦁ View – opens the plan view page
⦁ Reject – cancels all made changes and the approval of the plan. The plan returns to the Inbox section and becomes available for editing
⦁ Download – downloads the plan to the local disk
⦁ Send to e-mail – sends the plan to your email