> ## Documentation Index
> Fetch the complete documentation index at: https://docs.menaia.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Submit and approve

> Submit a finished job plan for review, then review and approve it so the job is ready to schedule.

Once a plan is built, it goes through two quick steps before the job can be scheduled. First the planner **submits** the plan for review. Then a reviewer opens it, checks it over, and **approves** it. This page walks through both sides.

<Note>
  Submitting and approving are separate actions, often done by different people. The planner submits; a reviewer approves. If you do both yourself, just follow the page top to bottom.
</Note>

## Submit a plan for review

When a plan is ready, you submit it from the **Job Planner** screen. You can get there from the **Job Plan** tab on the job's project page by choosing **Continue Planning** (or **Create Plan** if you're starting fresh).

### Make sure the plan is complete

The **Submit Plan** button only turns on once everything the plan needs is in place. Until then it stays greyed out. To make it active:

<Steps>
  <Step title="Clear the Important Notices">
    If the job has crew notes, open the **Important Notices** section and confirm them. The plan can't be submitted while a notice is still waiting to be acknowledged.
  </Step>

  <Step title="Add at least one day">
    A plan needs at least one day. Each day must be filled out completely — its sections should all be marked done.
  </Step>

  <Step title="Assign all the work">
    Every work order item has to be fully allocated across your plan days. If any quantity is left over, the plan isn't ready and submitting is blocked.
  </Step>

  <Step title="Request your crew">
    Make sure at least one crew member is requested for the work.
  </Step>
</Steps>

<Tip>
  Not ready to submit? Use **Save Draft** (shown as **Save as draft** on mobile) at any time. Your work is kept and the plan stays a draft, so you can come back and finish later.
</Tip>

### Click Submit Plan

When everything checks out, the **Submit Plan** button becomes active.

<Steps>
  <Step title="Press Submit Plan">
    Press **Submit Plan**. On mobile it's the button at the bottom of the screen.
  </Step>

  <Step title="Confirmation">
    The plan is saved and sent for review, and you're taken back to your jobs list.
  </Step>
</Steps>

After submitting, the job moves to **Pending Review** and the plan shows as **Plan Complete**, along with who submitted it and when. From here it's the reviewer's turn.

<Note>
  If something's still missing, submitting will tell you exactly what to fix — for example, a remaining quantity to allocate, an unconfirmed crew note, or a missing crew member. Resolve the message and try again.
</Note>

## Review and approve a plan

A submitted plan waits for a reviewer to approve it. Reviewing is done from the jobs list.

<Steps>
  <Step title="Find the job">
    In your jobs list, look for jobs in the **Pending Review** stage. You can filter to that stage using the tabs at the top of the list.
  </Step>

  <Step title="Open Review Plan">
    A job that's waiting on you shows a **Review Plan** action. Choose it to open the plan.
  </Step>

  <Step title="Look the plan over">
    The plan opens in a read-only view that shows **Submitted By** and the date. Read through the days, the work that's been assigned, and the requested crew. If something needs changing, choose **Edit Plan** to open it for edits.
  </Step>
</Steps>

### Approve the plan

When the plan looks good, you sign off by moving the job forward to the next stage.

<Steps>
  <Step title="Open the status selector">
    On the job in your jobs list, open the status control next to the job (it shows the current stage, **Pending Review**).
  </Step>

  <Step title="Set it to Requires Scheduling">
    Choose **Requires Scheduling**. This advances the job past review.
  </Step>

  <Step title="Confirmation">
    You'll see a short confirmation that the status was updated. The job is now in **Requires Scheduling**; the plan itself keeps showing **Plan Complete**, with who submitted it and when.
  </Step>
</Steps>

<Note>
  Changing a job's stage is permission-controlled. If the status control is unavailable for you, your team's setup doesn't allow you to advance this job — ask whoever handles approvals for your branch.
</Note>

Once the job is in **Requires Scheduling**, it's ready for scheduling. Its action becomes **Schedule Job**, and the plan is the basis for the work.

## What's next

<CardGroup cols={2}>
  <Card title="Build a plan" icon="list-checks" href="/guides/jobs/build-a-plan">
    See how a plan comes together — days, work assignments, and crew requests — before you submit it.
  </Card>

  <Card title="Browse the pipeline" icon="layout-list" href="/guides/jobs/browse-pipeline">
    Track every job by stage, from Pending Review to Requires Scheduling and beyond.
  </Card>
</CardGroup>
