Status Report Submission in OnePlan - Guided Workflow

Direct Answer: How Status Report Submission Works in OnePlan

Status report submission in OnePlan is a structured process: you access your status report — generated automatically on schedule, or created manually ahead of time if your administrator has enabled that option — update it with current plan data, then submit it for approval. Submitting works the same way regardless of how the report was created. The Approver is then notified and reviews the report, approving it or rejecting it with comments. After submission, you can recall the report if it needs changes before approval, or export it once approved to share with stakeholders outside OnePlan.

What This Article Covers: Status Report Submission

This article walks through the end-to-end process of accessing, creating, updating, submitting, and getting approval on a status report in OnePlan — including what happens if it's rejected, and how to recall or export a report. This article assumes your OnePlan administrator has already configured Status Reports for your environment.

What you will accomplish
After reading this article, you will understand the full status report lifecycle and know which article to use for detailed steps at each stage.

Who This Article Is For: Status Report Submission

This article is intended for:

Plan owners and managers who create and submit status reports
Approvers who review submitted reports
Anyone new to Status Reports who wants to understand the full process before diving into a specific task

Status Report Submission at a Glance

Access Your Status Report — Find the report that needs your attention from one of several entry points.
Create and Update — Generate the report on schedule, or create it manually ahead of time if enabled, and edit its fields.
Submit for Approval — Submit the report, whether it was generated on schedule or created manually.
Approval Review — The Approver reviews the report and approves it or rejects it with comments.
Recall (If Needed) — Pull back a submitted report before it's approved to make changes.
Export — Share an approved report outside of OnePlan.

Step 1: Access Your Status Report

In the access stage of status report submission in OnePlan, you locate the status report that needs your attention. OnePlan surfaces status reports from Home Page Insights, the Home Page Plans panel, My Portfolio, the Status Reports area, and the Reporting menu within a plan — all of these lead to the same report.

For step-by-step instructions, see How to Access Your Status Reports in OnePlan.

Step 2: Create and Update

In the creation and update stage of status report submission in OnePlan, you generate a status report (the first time one is needed for a plan) and edit its fields — such as Status Health, Forecast, and Additional Comments — before submitting. Edits made here also update the live plan.

For step-by-step instructions, see How to Create and Update a Status Report in OnePlan.

Step 3: Submit for Approval

In the submission stage of status report submission in OnePlan, you submit the report to your configured Approver. Submit works the same way and is always available whenever you have a pending report — the only thing that varies is how the report was created:

On schedule — The report was generated automatically based on the schedule your administrator configured, and you submit it once it's updated.
Ahead of schedule — You created the report manually for an individual plan, ahead of the regular schedule, to capture an important update right away. Creating a report this way is only available if your administrator has enabled Allow Manual Status Report Creation for your Plan Type — but once the report exists, submitting it works exactly the same as a scheduled report.

Both paths follow the same approval workflow, preserving governance and auditability regardless of timing.

For step-by-step instructions, see How to Submit a Status Report in OnePlan.

Note: Plan-Level Schedule Overrides
If your administrator has enabled it, you can also set a custom reporting schedule for an individual plan — instead of following the Plan Type-level schedule — from the ⋮ menu on the status report. See How to Set a Plan-Level Status Report Schedule in OnePlan.

Step 4: Approval Review

In the approval stage of status report submission in OnePlan, the Approver is notified — through their Notifications inbox, an Insight on Home Page Insights, and an email — that the report is ready for review.

The Approver then reviews the report and either:

Approves it — The report becomes the official record for that reporting period and is no longer editable.
Rejects it — The Approver provides a comment explaining what needs to change. The report returns to you in an editable state, and you're notified in-app and by email, including the Approver's comments. Update the report and resubmit it.

For step-by-step instructions, see How to Approve or Reject a Status Report in OnePlan.

Step 5: Recall (If Needed)

In the recall stage of status report submission in OnePlan, you can pull back a submitted report before your approver reviews it, if you need to make a change.

For step-by-step instructions, see How to Recall a Status Report in OnePlan.

Step 6: Export

In the export stage of status report submission in OnePlan, you share an approved status report with stakeholders outside OnePlan as a Word document, PDF, or email, or print an individual field.

For step-by-step instructions, see How to Export a Status Report in OnePlan.

Frequently Asked Questions: Status Report Submission

Q: Do I have to wait for the scheduled date to submit a status report in OnePlan?
A: No. In OnePlan, you can submit a status report manually for an individual plan outside the regular schedule. It follows the same approval process as a scheduled report.

Q: Can I make changes to a status report after I've submitted it?
A: Not directly. In OnePlan, a submitted status report is locked. To make changes before it's approved, recall it first, then edit and resubmit it.

Q: What happens if my Approver rejects my status report?
A: In OnePlan, a rejected status report returns to you in an editable state, and you're notified in-app and by email, including the Approver's comments explaining what to change. Update the report and resubmit it for approval.

Q: Who configures the schedule, form, and approvers for Status Reports?
A: In OnePlan, an administrator configures the schedule, form, Owner, and Approver for each Plan Type from Setup Mode. See Status Report Configuration in OnePlan - Guided Workflow.

Q: Can I set my own reporting schedule for just my plan?
A: In OnePlan, you can set a plan-level schedule override from the status report's ⋮ menu if your administrator has enabled Allow Plan-Level Status Report Scheduling for your Plan Type. See How to Set a Plan-Level Status Report Schedule in OnePlan.