Plan Activity
Your Plan Activity dashboard allows you to monitor and manage all requests across Plan and Participant Inquiries, Loan Delinquency Reports, and Call Logs.
You can also use Plan Activity to submit requests to your Internal Service Team.
Webinar: Navigating Plan Activity
This webinar will show you how to use the one-stop Plan Activity dashboard to access invoices, disclosures, plan restatement documents, and loan delinquency reports. You’ll also get a tutorial on submitting intakes, receiving tasks, and more.
Create a plan or participant related inquiry
Click the "Submit Request" dropdown in the top right of the menu to create a new inquiry.
Review latest updates
Click on any request or task name to open the item and view full details.
Approval/Review Needed items: Projects and tasks that are ready for your review will appear here.
Latest Updates: Recent comments and activity across all projects will appear here. Click the title to be taken directly to the project.
View all items in Plan Activity
Your Requests and Call Logs table shows all items in Plan Activity. Use quick link tiles and filters to customize your display.
- Request and Call Logs tiles: Click on a tile to filter the list below.
- Search Bar: Enter a search term to find a specific item wihin the table.
- Settings Icon: Customize the columns you'd like displayed in your list.
- Export: Save the data displayed in your list as an Excel file or PDF.
- Filter Icon: Choose how you'd like to filter the Requests and Call Log items, then click Run to apply the filters.
Learn more with our full list of Plan Activity articles
items
.png)
Explore all the PlanView Portal tools designed to make your work easier
202403-3471853