How to Submit a Status Report in OnePlan

Direct Answer: Submitting a Status Report

To submit a status report in OnePlan, update the report as needed, select Submit, then confirm the submission in the pop-up. The report is sent to your Approver for review. Submit works the same way and is always available whenever you have a pending report — whether it was generated on the regular schedule or you created it manually ahead of time (if your administrator has enabled that option for your Plan Type).

What This Article Covers: Status Reports

This article explains how to submit a status report once it's ready, and how to create one manually ahead of schedule if you need to capture an update before OnePlan would normally generate a report.

What you will accomplish
After reading this article, you will be able to submit a status report for approval, whether it was generated on schedule or you created it manually ahead of time.

Before You Begin: Status Reports

A status report that has been created and updated — see How to Create and Update a Status Report in OnePlan
Access to the plan as the configured Owner
To create a report manually, ahead of the scheduled date: your administrator must have enabled Allow Manual Status Report Creation for your Plan Type. This does not affect your ability to submit a report that already exists — Submit is always available.

Why This Matters: Status Reports

Context: Consistent Governance Either Way

Whether a status report was generated on its regular schedule or created manually ahead of time, submitting it goes through the same Approver and the same review process. This means teams can respond quickly to changes without sacrificing governance or auditability.

Context: Reporting When It Matters, Not Just on Schedule

Waiting for a scheduled report can delay important updates. Where your administrator has enabled manual creation, being able to create and submit a status report ahead of schedule means risks, changes, or progress can reach your approver and stakeholders as soon as they happen.

Step-by-Step: Submitting a Status Report in OnePlan

Task: Submit a Status Report on Schedule

Open your pending status report.
Once you've made any needed updates, select Submit.
Confirm the submission in the pop-up.

Status Report Click Submit.png

The status report is sent to the required reviewers for approval. Once submitted, OnePlan locks the status report so it can no longer be updated or changed unless it is recalled. Your Approver is notified through their Notifications inbox, Home Page Insights, and email — see How to Approve or Reject a Status Report in OnePlan.

Task: Create and Submit a Report Ahead of Schedule

You don't have to wait for the scheduled reporting date to have a report to work with. If something important changes — a new risk, a change in scope, or meaningful progress — and your administrator has enabled manual creation, you can create a status report for an individual plan ahead of the regular schedule, then submit it the same way as any other report.

Note: Creating Ahead of Schedule Depends on Your Administrator
Manually creating a report before its scheduled date is only available if your OnePlan administrator has enabled Allow Manual Status Report Creation for your Plan Type. This doesn't affect submitting a report that already exists — if you have a pending report, Submit is always available regardless of this setting. If you don't see an option to create a report ahead of the scheduled date, contact your administrator.

Access your status report using any of the methods described in How to Access Your Status Reports in OnePlan.
If a report is not already pending, OnePlan displays a message stating you don't have a report yet, with a link to create one for the previous period. Select Here to generate the report — see How to Create and Update a Status Report in OnePlan.
Update the report as needed.
Select Submit to send the report for approval.

Note: Same Governance, Different Timing
A status report created and submitted ahead of schedule follows the same approval workflow as a scheduled report — it is routed to the same Approver and is subject to the same review, preserving governance and auditability regardless of when it is created or submitted.

Frequently Asked Questions: Status Reports

Q: Can I submit a status report before the scheduled date?
A: In OnePlan, submitting a report works the same way regardless of timing. If you already have a pending report, Submit is always available. If you don't have one yet and want to create it ahead of the scheduled date, your administrator must have enabled Allow Manual Status Report Creation for your Plan Type.

Q: What if I don't see an option to create a status report ahead of the scheduled date?
A: In OnePlan, creating a report manually before its scheduled date must be enabled by an administrator for your Plan Type. If you don't see this option, contact your administrator to ask about enabling Allow Manual Status Report Creation. This setting doesn't affect submitting a report that already exists.

Q: Does a report created and submitted ahead of schedule skip approval?
A: No. In OnePlan, a status report created and submitted ahead of schedule is routed to the same Approver and follows the same approval workflow as a scheduled report, preserving governance and auditability.

Q: Can I edit a status report after I submit it?
A: No. In OnePlan, once a status report is submitted, it is locked and cannot be updated or changed. If you need to make changes before it is approved, see How to Recall a Status Report in OnePlan.

Q: Does creating and submitting a report ahead of schedule affect when my next scheduled report is generated?
A: No. In OnePlan, creating and submitting a status report ahead of schedule does not change the configured reporting schedule. The next scheduled report is still generated according to the schedule your administrator configured.

Q: What happens after I submit my status report?
A: In OnePlan, your Approver is notified through their Notifications inbox, an Insight on Home Page Insights, and an email. They review the report and either approve it or reject it with comments. See How to Approve or Reject a Status Report in OnePlan.