How do approver names get added to Life Plans
  • 07 May 2024
  • 1 Minute to read
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How do approver names get added to Life Plans

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Article summary

Names get added to the Life Plan list on only a few ways…

  1. When a plan is first created, if the person is assigned as a default approver for that plan type
  2. Manually added
  3. Added from the DDP

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