How to Recall a Status Report in OnePlan

Direct Answer: Recalling a Status Report

To recall a status report in OnePlan, select Recall on the submitted report before your approver approves it. This returns the report to an editable state so you can make changes and resubmit it.

What This Article Covers: Status Reports

This article explains when and how to recall a submitted status report before it has been approved.

What you will accomplish
After reading this article, you will be able to recall a submitted status report and understand what happens once you do.

Before You Begin: Status Reports

A status report that has been submitted but not yet approved — see How to Submit a Status Report in OnePlan
Access to the plan as the configured Owner

Why This Matters: Status Reports

Once a status report is submitted, OnePlan locks it to preserve the integrity of what was sent for approval. If you realize you forgot to update something, Recall gives you a way to fix it before your approver reviews the report, instead of leaving inaccurate information in front of your approver or waiting for the next reporting cycle.

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

Task: Recall a Submitted Status Report

Select Recall on the status report.

The status report returns to an editable, pending state. Make any needed changes, then resubmit it — see How to Submit a Status Report in OnePlan.

Note: Recall Is Also Visible to Your Approver
Recall also appears on a submitted status report when viewed by the Approver, alongside Approve and Reject — see How to Approve or Reject a Status Report in OnePlan. An Approver could technically recall a report and update it themselves rather than rejecting it, but this is generally not recommended — Reject keeps the change with the report Owner and preserves a clear record of why the report needed revision.

Frequently Asked Questions: Status Reports

Q: Can I recall a status report after it's been approved?
A: No. In OnePlan, once an approver approves a status report, it becomes the official record for that reporting period and can no longer be recalled.

Q: What happens to my status report after I recall it?
A: In OnePlan, a recalled status report returns to an editable, pending state. It is not sent to your approver again until you select Submit.

Q: Does recalling a status report affect the live plan data I already changed?
A: No. In OnePlan, any plan data updated through the status report before recalling remains in place. Recalling only affects the status report's submission state, not the underlying plan fields.