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Review and Accept Management Plans (opens in a new tab) |
When a management plan is created due to a conflict, it is important that you understand the plan and agree with the steps that have been documented. You will receive a notification when a management plan has been routed for your review. Log on to the system and navigate to your Disclosure Profile to complete the review.
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On the disclosure workspace, click Review and Accept Plans.
Click Update next to the management plan that you want to review.
Note: There may be multiple management plans to review.
Click the management plan document to review the details of the management plan.
Select Yes to accept the management plan. Alternatively, select No if you need to clarify the details of the management plan or suggest edits to it.
Note: If you select No, then you have to provide a reason for not accepting the management plan. You can also upload documents to indicate the reason.
Click OK.