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User Guide: Stages

Please note: This article does not surround the configuration and technical information about stage management. For more information about these aspects, please follow this link.

Contents

1. Introduction

This article surrounds how stages are experienced and utilized by the end user.

2. Stage accessibility

The stage of an entity can be located in one of two possible locations depending on the size of the stage model. They can be located on it's own panel (red box) if the stage model is fairly large:

Or it can be located in the "Activity" section of the entity page (red box), if the stage model is fairly small:

Please be aware that if you start out with a stage model of small enough size that it fits into the Activities section of the page, but later expand the stage model, the location of the stage model on the entity page may switch to its own panel to make a better fit.

Note that the current stage is indicated with the stage icon:

3. Changing stage

Changing the stage of an entity can be done in two different ways; Through a button in the MyTools panel, or by simply clicking a stage in the Stage model (either in the Activities section or in the Stage panel) and selecting "Change stage".

Depending on which Stage Change Wizard is selected by your administrator to be the default one, the stage will either change immediately when selecting "Change stage", or a wizard allows you to change the stage while also enabling you to make changes to the entity while doing so.

   3.1. Changing stage immediately

If the default Change Stage wizard is set to "Change stage", the stage will change immediately when selecting "Change stage":

  1. Click the stage you wish to switch to.
  2. Click "Change stage".

the following window appears:

Once complete, the active stage is changed.

   3.2. Changing stage and edit entity

If the default Change Stage wizard is set to "Change stage and edit entity", WorkPoint will open a wizard which allows you to edit the entity along with changing the stage:

  1. Click the stage you wish to switch to.
  2. Click "Change stage".

The "Edit Entity" wizard now appears:

  1. Make the changes you wish to make to the entity.
  2. Click "Save" to save the changes and change the stage of the entity.

The following window appears:

Once complete, the active stage is changed.

   3.3. Changing stage through MyTools button

A button for changing stage can be set up in the MyTools panel by the system administrator. This button opens either the "Change stage" wizard or the "Change stage and edit entity" wizard, depending on how the button is set up by the administrator. In the example below, the "Change stage" wizard is opened by a button in the MyTools panel:

  1. The button is located in the MyTools panel. This button will open the "Change stage" wizard.
  1. If the current stage can transition to multiple possible other stages, the desired one can be selected from the drop down menu.
  2. The "Change stage" button in the Wizard will start the stage change job.

4. Stage view modes

Stages can be represented in two different view modes in the Modern UI version of WorkPoint - Full or Compact mode:

  • The full stage view mode always shows the entire stage model wherever it is located.
  • Compact mode shows the current stage, as well as all stages that the entity has previously been in.

   4.1. Full mode

As mentioned, the full stage view mode always shows the entire stage model wherever it is located. This means that, even if multiple steps are skipped, the full stage model is still visible.

In the following example, a project has been set up. It has gone from the "Idea" stage, through the "Analysis" stage, directly to the "Rejected" phase. The visited stages are noted with checkmarks (shown in the red boxes)

Note that the "Planning", "Active, and "Finished" stages are still visible in the stage panel, even though the project never went through those stages.

   4.2. Compact mode

The Compact view mode shows the current stage as well as all previous stages that have been visited.

In the following example, a project has been set up. This project has gone from the "Idea" stage, through the "Analysis" and "Planning" stage, back to the "Analysis" stage. This is visible in the by the checkmarks and the current stage indicator (marked with a green box):

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