Managing CA/PA Stages and Stage Actions

 

While it is not possible to add a new stage or delete an existing stage in the Web client, you can edit existing stage types. To do this:

 

1. Open the CA/PA details view and expand the stage you wish to change.
2. Click the icon, select a new stage type, then click [OK].
3. You can also change the Owner, Target Date or Details.
4. If you make any changes, click the icon at the top-left of the record.

 

1. Open the CA/PA details view and expand a stage.
2. To edit an existing action, click the hyperlink in the Details column, change the Owner / Target Date or Details field, then click [OK] to save.
3. To add a new stage action, click the icon to the left of the stage. Although none of the fields are mandatory, assigning an Owner and Target Date, as well as instructions for the owner in the Details field, ensures that someone is responsible for completing the action correctly by its deadline. Click [OK] to save.
4. You can delete any stage by clicking the icon beside its name, then [OK] to confirm.

 

Normally it is the responsibility of the stage action owner to complete the stage although you may have permission to do this on behalf of another user. To complete an action:

 

1. Within the Actions section of a CA/PA stage, either click the hyperlink in the Details column or click the icon (if you use the icon, the Completed By and Closed Date fields will be filled in automatically. If you simply open the action, you will need to fill in these fields yourself).
2. Enter information about what work has been performed to complete the action into the Action Response field, then click [OK] to save.

 

If you wish to reopen a stage action, click the hyperlink in the Details column and remove the date from the Closed Date field.

 

Remember if the stage the action belongs to has a icon, work cannot begin on the stage actions until a previous stage (and any actions) have been completed.

 

Once all of a stage's actions have been completed (i.e. the Closed Date has been filled in), the stage itself can be closed. To do this:

 

1. Within the stage, click the icon.
2. You will be shown a warning asking whether you wish to save any recent changes. If so, click [Cancel], then click icon at the top-left of the record, then click the icon again.
3. Your name and today's date will appear in the Completed By and Closed Date fields. If you change either field, remember to click again.

 

To reopen a closed stage, click the icon. You will need to add a reason for reopening and click [OK]. This will be stored in the Notes section of the CA/PA's properties.