AnsweredAssumed Answered

Help with plan flow?

Question asked by Chris_Shaffer_hcsc on Feb 5, 2009
Latest reply on Mar 14, 2009 by Kathryn_Ellis
Right now a financial plan is submited and someone approves it.  Is there any workflow or something that is not turned on that can facilitate notification and rejections? I dont see an option to reject a plan, how does one reject a plan? Any light on the subject would be helpful. Thanks!