Track and review planner submissions

Follow progress, open each submission, review evidence and download a report.

For administratorsPortal4 min read

Open the planner and go to the Submissions tab. You'll see a summary across all submissions, with a list you can drill into.

Status	Meaning
Pending	Assigned but not started.
In Progress	Someone has started but not submitted.
Completed	Submitted.
Overdue	Past its due date and not completed.
Cancelled	No longer required.

Review a submission

1. Open it Select a submission to see each task's outcome, who completed it and when.
2. Check open items Tasks marked Couldn't complete or Doesn't apply show the reason given. Follow up where needed.
3. Review evidence Look at the attached photos, forms, Log-Its, time records, verified criteria and controls.
4. Close it out Where needed, select Mark Submission Complete.
5. Share it Download a PDF report of the submission for your records or a client.

Tip

For deeper analysis across many planners, use Reports. Company Reports can combine planner results, task evidence and form answers.