# System Navigation
MEplan's System Navigation focuses on navigating and working within the system efficiently. It covers:
1. **General MEplan Workflow** – An overview of the workflow within the MPlan system, providing guidelines on the typical steps for navigating and completing tasks.
2. **Dashboard** – Introduction to the dashboard interface, which is the central hub for monitoring and managing the system.
3. **Tour Guide** – A guided tour feature that helps new users familiarize themselves with the system and its main functionalities.
4. **Quick Navigation** – Methods to easily and rapidly move between different sections of the system.
5. **Tabs Within the Plan** – An explanation of how to manage and use different tabs in the system's plans for improved organization and efficiency.
# General MEplan Workflow Structure
The general MEplan workflow structure is as follows:
- A ‘**New Plan’** (Campaign) is created. The **‘Plan’ view houses a topline view of each medium’s schedule** that has been created for that particular campaign/plan.
- The **Plan holds the schedules**. A user can see multiple mediums such TV, Digital, Radio etc. for that particular plan/campaign.
- **Plan Lines (The medium’s line items) lie within the Schedule.** On the left of the schedule a user can create the **details of the booking/s** and on the right is a scheduler giving a month/day view option where the **dates and Booking Deals** are held.
- **Booking Deals holding the financial information** of the bookings are found by right clicking on the booking itself.
# Dashboard
- Once the user is logged in, the **dashboard for that specific user is displayed as the central workspace**. This dashboard provides a clear, real-time **overview of the user’s activity** and responsibilities within the system.
- **Recent plan activity** is shown on the left, allowing users to quickly access, review, or **continue working on the latest media plans** **and campaigns**. Each plan displays its current status and can be opened directly for further action. In the center, recent customer activity allows for **quick access to the Customer's information** such as brands, commission structures and financial information.
- At the top of the dashboard, high-level status indicators summarize the number of plans that are approved, in progress, awaiting approval, rejected, or completed. On the right-hand side, authorization and contract **status panels provide visibility into approvals, pending signatures, and completed items,** helping users prioritize next steps.
- From this dashboard, users can quickly select campaigns, navigate to specific plans or customers, and efficiently **manage their daily workflow** without needing to search through multiple menus.
# Tour Guide
- Each page within MEplan includes a **question mark (?) icon** located on the top ribbon. This icon provides users with instant access to the **built-in Tour Guide** for that specific page.
- When selected, the Tour Guide launches an on-screen, **step-by-step walkthrough that highlights key features, buttons, and functions** relevant to the section the user is currently viewing. The guide explains what each area is used for and how to perform common actions.
- The Tour Guide is especially useful for new users, as it offers **contextual help without leaving the page**. It can also be used by experienced users as a quick refresher when navigating unfamiliar sections or new features. Users can progress through the guide at their own pace or exit at any time, making it a flexible and user-friendly **support tool embedded directly within MEplan.**
# Quick Navigation
- MEplan offers multiple intuitive ways for users to navigate through the system efficiently.
- The main navigation tabs are displayed on the left-hand side of the screen and provide access to key areas of the system, such as the **Dashboard**, **Plans**, **Overviews**, and other core modules. This menu remains available throughout the system, allowing users to move between sections at any time.
- From the **Dashboard**, users can navigate directly into plans or customer records by selecting the highlighted hyperlinks. Plan names link through to the relevant plan, while customer names link to detailed customer information.
- On the **All Plans** page, users can quickly locate information by searching by campaign or by using the system-wide search functionality.
- The user’s **current location within MEplan is clearly indicated in the header at the top of the page.** This header includes bolded items acting as hyperlinks that allow users to move directly to those sections of the system.
- Each page may also include tabs related to that section. The **active tab is clearly identified by a blue line beneath it**, making it easy to see which view is currently selected.
- Additional actions are available through the **Options** menus. **Blue circular options icons** [](https://kb.it-s.co.za/uploads/images/gallery/2026-01/option-icon.png)appear on the right-hand side of pages for **page-level actions**, while **grey dot menu icons** [](https://kb.it-s.co.za/uploads/images/gallery/2025-12/untitled-design-4.png)appear next to individual line items for **item-specific actions.**
- Standard browser navigation can also be used, allowing users to move backward and forward through previously viewed pages using the browser’s back and forward buttons.
# Tabs Within the Plan
Each plan contains a set of tabs and sub tabs that organises all information and actions related to that specific plan or campaign.
**General:**
- **Schedules**: Contains all schedules associated with the plan.
- **Profile**: Displays the core plan details, including client information, duration, budget, and related metadata.
- **History**: Records key audit information, including when the plan was created and who has created or edited it.
- **Totals**: Highlights overall budget consumption, spend per purchase order, and spend by media type, clearly indicating areas where the plan has exceeded the allocated budget.
- **Resources**: Displays the Resources which have been assigned to the plan/campaign.
- **Media Purchase Orders:** Provides the ability to view and create media orders including associated media order functions.
**Detail:**
- **Documents**: Stores all relevant documentation, including contracts, purchase orders, Telmar files, and related materials.
- **Authorisations**: Displays outstanding and completed authorisations, such as contracts requiring approval or signature.
- **Comments**: Provides a space for internal communication and collaboration related to the plan.
- **Campaigns:** Lists all campaign which are linked to the plan.
- **Plan Lines**: Contains all plan line items associated with the plan or campaign.
- **Vendor Contracts:** Lists all OOH vendor contracts which are linked to the plan.
- **Compliance Images:** All OOH proof of fighting images received from the vendor are stored here.
**Budgets:**
- **Customer POs:** Provides the ability to view and create customer purchase orders.
- **Currency Deals:** Stores and lists currency deals also allowing to create new currency deals.
- **Medium Types:** Lists the budget by medium breakdown.
**Reporting:**
- **Analysis**: Enables users to create customisable pivot report templates to showcase key data for the specific plan or campaign.
- **Compare:** Allows comparison reports to be generated in order to compare plan revisions.
- **Plan Lines:** Displays all individual bookings on the plan with all associated data fields.
These tabs allow users to efficiently access, manage, and analyse all aspects of a plan from a single, structured view.