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Planner

Summary​

Planners typically prepare, coordinate, and submit POS and ALO information in DocuRail. Your role is to ensure information is complete, clear, and supported before submission.

What you can typically do​

  • Create POS and ALO packs (subject to permissions)
  • Complete required fields and attach evidence
  • Submit packs for review
  • Respond to comments, revise, and re-submit when returned

Your responsibilities in digital packs​

  • Ensure required fields are completed accurately
  • Attach supporting evidence where applicable
  • Coordinate inputs from relevant roles where needed
  • Submit at the point your organisation’s process requires
Common misunderstanding

Submission does not equal approval. Submitting confirms information has been shared for review in line with the configured workflow.

Next pages​

  • POS → Creating a POS pack
  • POS → Submitting a POS pack
  • Workflow → What happens after submission