Releasing a Messaging Plan

You can release a messaging plan if its status is equal to Approved. When you create a new messaging plan, its status is In Progress. The messaging plan must go through the approval process. You must set the status to Submitted and associate a required category with the messaging plan so that approvers have access to the messaging plan.

The approver can then set the status of the messaging plan to either Approved or Rejected. If the status is Approved, then you can release the messaging plan by setting the status to Released and by associating the required category with the messaging plan to make it visible to the required sales representatives.

To release a messaging plan

1. Navigate to the Messaging Plans screen, then the Messaging Plan List view.

2. In the Messaging Plan list, select the messaging plan that you want to release.

3. In the Status field, change the status to Released to submit the messaging plan for approval.

   When you create a messaging plan, the status is set to In Progress. You can subsequently change the status to Submitted and then Approved before finally setting the status to Released. After you change the status to Released:

   • The messaging plan release date is automatically set.

   • The expiration date field becomes editable and a required field. That is, you must type a suitable expiration date into the Expiration Date field, otherwise you will not be able to save the messaging plan with a status of Released.

   • The messaging plan is available for detailing. That is, the messaging plan is available in the PCD Viewer to show to customers. Messaging plans that do not have a status of Released are not available in the PCD Viewer to show to customers.

   • The messaging plan is visible to the user groups that have been granted access as shown in the following.