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Connector docs · Plan approval
Edit and approve your plan
Change the plan, review its new version, approve it for one purpose, and keep control when the context changes.
On this page
On this page
Open the current version
Select the business and open its current plan version. Read the match reason, People, Schedule, evidence, purpose, and stop rules.
Check the displayed version and status. If another device has a newer version, or the plan is held or blocked, open the current version first.
Edit what needs change
Use the editor to change the business scope, selected people, wording, action, timing, or stop rules. Keep the reason for each change clear.
Save the edit and read the visible change summary. A saved edit creates the next plan version. Cancel unsaved work when it no longer fits.
Review the complete new version
Read the whole version again after saving. Check the business, every selected person, each reason, every action and wording, the combined schedule, evidence, and stop branches.
A changed person, purpose, wording, action, timing, or safety boundary is a material change. Earlier approval does not cover it. Keep the new version paused until the full scope is ready.
Approve this purpose once
Approve once when the complete current version is correct for its business and purpose. One approval covers its People, Schedule, actions, timing, evidence, and stop rules.
Approval covers this version only. It does not approve a later material change. Lithi prepares the plan; you decide whether to continue and perform any provider action.
Keep control later
A reply checkpoint pauses the remaining plan for your review. A do-not-contact request, complaint, conflict, or material change also pauses it.
Read the new context, then stop or edit. If you edit, save the new version, review it completely, and approve it once for its new purpose.
Success means the approved version, business, purpose, People, Schedule, and stop rules match what you reviewed.
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