Track plan changes
If you make changes to plan items after people have already been scheduled, make sure to let people know about the update.
Inform teams of changes
You can let scheduled teams know about your changes by emailing them! To send emails from a plan:
Select the Plans page in the top navigation.
If you have multiple folders, select the folder that contains the service type you're working with.
Select a plan from the service type you're working with.
Select the Teams tab.
Select the ✉️ email icon in the top right.
Choose which teams you want to email. By default, only teams you lead will be selected. To add additional teams, select the Add button.
In the Include section, use the checkboxes to select which scheduling statuses you'd like to include in your email.
Select Next.
Compose the email and update the recipients, as needed.
Select Send [number of recipients] to send your email.
Tip
If you use this email often, consider creating an email template that you can reuse.
You can also create a note in the plan from your email using the suggested notes feature!
How do I know who changed something?
If you have a question about a plan change, you can contact the plan collaborators for more information. Collaborators are people who have added or edited an item, note, person, or needed position in a plan.
To see who made a plan change:
Select the Plans page in the top navigation.
If you have multiple folders, select the folder that contains the service type you're working with.
Select a plan from the service type you're working with.
Select the Actions button in the top right.
Choose Collaborators from the dropdown.
Select a collaborator's profile picture or initials to see their full name, what they updated, and when they made the update.
To update the types of collaborators that are visible, select the Types dropdown and make your selection.
Once you find out who made a change, you can go to their profile and select their email address to email them.