Which Plan Statuses Are Available?

Which Plan Statuses Are Available?


When you create a plan, it is always in the "Draft" status.

The following statuses are available:
  • Draft plans are not visible to users on their personal incentives dashboard
    • Use this status to avoid publishing plans to users until ready
  • Active plans are visible to users on their personal incentives dashboard - and are shown as being active (that is, users can participate)
    • Use this status to let users know the plan is open and that they should participate
  • Archived plans can be visible to users on their personal incentives dashboard (if configured to show archived plans) - and are shown as being inactive legacy plans (that is, users can no longer participate)
    • Use this status to let users know the plan has expired / is now closed
  • Paused plans can be visible to users on their personal incentives dashboard (if configured to show paused plans) - and are shown as being under revision
    • Use this status for plans which are active, but are under revision / being adjusted
  • Completed plans can be visible to users on their personal incentives dashboard (if configured to show completed plans) - and are shown as being completed
    • Use this status to let users know the time period for the plan is now closed

Here are the steps to change a plan's status:
  • Login to your workspace 
  • On the left pane, click on "Plans > Add Plans"
  • Search for the plan
  • Click on the plan row
  • Click on the "Overview" tab (if needed)
  • Adjust the plan status by clicking on "Status" dropdown

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