Defining the Plan
A supervisory activity requires a plan defining the location where the exam or investigation will occur, and identifying owners and contributors for each Area for Review (AFR) included in the SA. Related documents and comments can be attached to the plan.
About this task
Procedure
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Navigate to your supervisory activity.
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Click Plan.
- Click Define Plan.
- Fill out the location details, upload any documents, and leave any relevant comments.
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Select an Owner and Contributors
for each area for review (AFR) to define the plan.
Note: Every AFR requires an owner. By default, the owner for each area for review is set to the examiner in charge. The selected owner for each AFR receives an email notification.
- Select Mark Plan as Complete.
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Click Complete Plan.
Note: If you wish to send the plan for review, select Send Plan for Review. The Review process is the same as sending the Scope for Review. Please refer to article: Sending the Scope for Review