This guide explains how vendors can access their assigned Utilization Plans (UPs) within the system. Vendors are able to view both current and past plans, check the status of each plan, and quickly identify which ones require action. From there, vendors can open, complete, or resubmit their plans as needed to ensure timely compliance with organizational requirements.

Accessing Your Utilization Plan

Assigned Utilization Plans are displayed on the dashboard in the Utilization Plans section. All current and previous plans will be listed along with their corresponding status. Plans requiring action are in red.

To access a list of plans that correspond to a status, click the status description or the number to the right of status. You can also access your Utilization Plans by selecting View from the left navigation menu, then My Utilization Plans.

Viewing Your Utilization Plans

Review the table headers to filter through the list and identify your desired plan quickly.

To fill in or update a plan, click Submit (or Resubmit for returned or conditionally approved plans). Plans with statuses that do not permit editing will have the option to View the plan.

NOTE: Additional information such as the status, status date, organization, and reference are displayed and can be used for sorting or filtering the list.

The Utilization Plan module provides vendors with a straightforward way to access and manage their plans directly in the system. With clear status indicators, filtering tools, and resubmission options, vendors can easily track their responsibilities and ensure plans are completed accurately. This process supports compliance, improves efficiency, and maintains transparency between vendors and the organization.

If you still require additional assistance, close this tab and return back to the system and submit a support ticket.