One piece of work, several stages
The calendar slot, preparation, attendance answer and written account describe different parts of the same session. A colour or badge needs that context.
Open the item and read its message before choosing an action. This guide explains the usual next step; it does not grant extra permissions.
Scheduled: the slot exists
Scheduled means the booking exists but preparation has not been marked complete. The responsible person starts with Plan now.
If preparation was saved earlier, Resume planning returns to that work. Do not make another booking merely because the original is still scheduled.
Planning draft: preparation is unfinished
Save as draft keeps preparation without marking it ready. That explains why a saved item can still show Scheduled.
Finish the relevant location, purpose, preparation and goal information. Save plan marks completed preparation; the badge becomes Planned ✓.
Planned: check the day’s attendance
Completed preparation does not prove delivery. On the relevant day, answer the attendance question truthfully. A future booking is not ready for a delivery answer.
Non-delivery has its own reason and safety questions. Finish those instead of entering a fictional delivered write-up. Contact the responsible colleague when follow-up is needed.
Write-up draft: the account is unfinished
Record session starts the account. Resume session or Continue session returns to an existing unfinished account, depending on its state.
Save & exit saves the draft for later. It does not request a signature. Check the save result before closing the page.
If the recording action is absent, check completed preparation, attendance and your responsibility for recording. A co-delivery or observation role may be read-only.
Submitted: the checker acts next
Submit for sign-off sends a completed account for checking. Work waiting for checking is different from an editable draft.
The authorised checker reads it before signing or returning it. Do not create a second account because the first is waiting.
Returned: first identify what was returned
A returned plan concerns preparation. Choose Make the changes, address the reason, then use Resubmit planning.
A returned write-up concerns the account after delivery. Choose Make requested changes, correct the account, then use Resubmit for sign-off.
Saving a returned write-up as a draft does not resubmit it. Use the item’s explicit resubmit action and confirm it has gone back for checking.
Signed: preserve the checked record
A signed account records the checker’s decision. It is no longer an ordinary editable draft. Read it through the viewing controls offered.
If it contains an error, ask the responsible colleague about corrections. Keep the history intact rather than replacing the account or changing unrelated attendance.
When the screen does not match your expectation
- Check the person, date and selected calendar filters first.
- Read the item’s own status and message, not only the colour on the calendar.
- Check whether somebody else has submitted, returned or signed it.
- If a save was uncertain, reopen the existing item before retrying a create action.
- Tell support the page, time and error wording. Do not include confidential narrative or sign-in details.