Troubleshoot Plan Approvals

When plan approval notifications aren't immediately acted upon, they become stale and you can't take any action, even withdrawal.

When you try to withdraw the notification, it remains in progress. To solve this, manually set the plan document status and trigger the approval process:

1. In the Steup and Maintenance work area, go to the Manage Parameters task:
   • Offering: Sales
   • Functional Area: Incentives
2. Set Enable Plan Approval and Acceptance Workflow to no.
3. Note down the values for Analyst Approval Hierarchy Levels and for Supervisor Approval Hierarchy Levels.
4. Save.
5. Navigate to Participant Snapshot > Select the participant > Manage Compensation Plans.
6. In the compensation plan, set the acceptance status to Ready to publish and save.
7. In the Setup and Maintenance work area go to the Manage Parameters task.
8. Set Enable Plan Approval and Acceptance Workflow to yes.
9. Set the two approval hierarchy levels to the values you noted and save.
10. In the Participant Snapshot work area, find the participant and the compensation plan.
11. Click Submit for Approval and save.