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      Stage Change Functionality

      This article goes through the configuration, process, and FAQs for Stage functionality in edison365businesscase & projects.

      Open - 1st stage, newly created, needs data input before moving on

      Submit - data has been input and is ready to be reviewed by a Process Manager and moved to the next stage

      Under Review - the data is being evaluated and reviewed by the chosen reviewers (can be automatically assigned by the Type or individually selected from anyone.)

      Configuration

      edison365 – Admin User Guide | Page 26 of 40

      When first opened, two default stages will be set for the Draft and Decision stages of a Business Case which cannot be deleted.

      If the Record Type is set as Project, one default stage will be included. To add a
      new Stage click on the Add Stage button which will insert a stage below the Draft stage. Any additional stages will be added below the previously added stage.

      BusinessCase:

      BC key color is orange in this case (configured in Theme).

      Draft Stage Tag

      Scope Stage Tag

      Decision Stage Tag

      Projects:

      Project color configurations are automatic and cannot be chosen individually.

      Stages must be specifically enabled for projects. Projects key color is green in this case (configured in Theme).

      Project card view shows Project Status and progress bar (not Stages).

      Draft Status (50% complete)

      Open Status (75% complete)

      Process

      Under Review can't be the first stage because it's expecting data to be input first. 

      Who assigns Reviewers?

      Admins can assign Reviewers at the Type level. Select the Type, and choose the Stage tab. For each of the "Under Review" stages there will be a box to add reviewers.

      To add a reviewer, click on the Reviewers box and enter the individual names of the required reviewers and a people picker will display the matching names to select. Once the reviewers are added the Tasks for each reviewer will need to be added. To add a task, click on the Reviewer Tasks text box and enter the name of a task and click the Add Task button which will add the task to a list of tasks.

      Core App Admin User Guide, 10. Types