2.4.2 Plan List

Owned by Xing Guo
Last updated: Feb 02, 2024 by huwenhua
4 min read

This is the plam approval overview page, which is marked by a red box and a blue circle. The following will be explained in sequence according to the serial number.



1. Log/Plan Switch

As shown in circle 1, switch work log/work plan to query the list of logs or plans in approval.

2. Conditional Query

As shown in circle 2, you can query by date range, project, issue, recorder and approval status.

  • The recorder refers to the user who submitted the plan.
  • The recorder defaults to the current logged in user

Note: When a regular user views the page, the recorder selection box is not visible, only the approver has a record selection box. An approver refers to a user who has any project approval permission, such as a project leader or a user assigned a TimeWise project approver role.

3. Select

As shown in circle 3, you can select all plans on the current page. To have a checkbox in front of the plan, the following conditions must be met simultaneously.

  • The plan approval status is [Draft]
  • The recorder is the current logged-in user

4. Bulk Submit

As shown in circle 4

  • After selecting one or more plans, click the [Bulk Submit] button to submit all plans selected at once. For example, if 1 plan is selected, the following dialog window will appear.

  • After the submisson is successful. The approval status for all plans submitted will change from [Draft] to [Pending].

5. Bulk Delete

As shown in circle 5, click  to expand the [Bulk Delete] button.

  • After selecting one or more plans. Click the [Bulk Delete] button to delete all the plans at once. For example, if 3 plans is selected, the following dialog window will display:

6. Operations

As shown in circle 6, The operations allowed for logs are affected by approval status, recorder, and approver.

6.1 Plans in draft status

You can:

  • View：Click the icon to view details of the plan.
  • Edit：Click the icon to edit information of the plan.
  • Delete：Click the icon to delete the plan.
  • View Approval History：Click the icon to view the approval history of the plan. The following dialog window will appear:


Note: Unlike the logs, the approvers can also perform these operations on others' plans.

6.2 Plans in pending status

If the current logged in user is not the recorder of this plan, you can:

  • View：Click the  icon to view the details of the plan.
  • View Approval History：Click the  icon to view the approval history of the plan. 

If the current logged in user is the recorder of this plan, you can:

  • View：Click the  icon to view the details of the plan.
  • View Approval History：Click the  icon to view the approval history of the plan. 
  • Withdraw Approval：Click the  icon to withdraw the approval, and the approval status of the plan will be rolled back from [Pending] to [Draft]

6.3 Plans in approved status

If the current logged in user is neither the recorder nor the approver of this plan, you can:

  • View：Click the  icon to view the details of the plan.
  • View Approval History：Click the  icon to view the approval history of the plan. 

If the current logged in user is the recorder of this plan, but not the approver of this plan, you can:

  • View：Click the  icon to view the details of the plan.
  • View Approval History：Click the  icon to view the approval history of the plan. 
  • Apply for Withdrawal of Approval：Click the icon to apply for withdrawal of approval from the approver. After the approver agrees to withdraw, the approval status of the plan will be rolled back from [Approved] to [Draft].

If the current logged in user is the approver of this plan, regardless of whether it is the recorder of this plan or not, you can:

  • View：Click the  icon to view the details of the plan.
  • View Approval History：Click the  icon to view the approval history of the plan. 
  • Withdraw Approval：Click the  icon to withdraw the approval, and the approval status of the plan will be rolled back from [Approved] to [Draft]