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From the Daily Plans page, click the Add icon in the upper left corner.
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This opens the Add daily plan window
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Click on the Calendar icon in the Plan Date field and select a date.
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Name your daily plan.
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Leave the Work plan ID field blank
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Select a shift from the drop-down menu of the Shift field.
- Enter any notes in the Planner notes field.
- Click Add approver and select someone from the drop-down menu.
- You may need to search for the name
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Click Add executor and select someone from the drop-down menu.
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Click Create Plan.
Do not click on the Skip Planning button; this will push the daily plan directly to the Execution Phase.
