User Guide: Stage Management History Rendering Mode

1. Introduction

2. End User Guide

3. Notes

Stages can be represented in two different view modes in the Modern UI version of WorkPoint; Full or History mode. You can read more about Stage Management here.

Full mode is the default mode and displays the entire stage gate model on the site page. This is exemplified in the red box in the image below:

A stage gate model can potentially include many different stages - so many that showing them all distracts from other important information and clutters the page with unnecessary elements unrelated to the current stage of the work item.

This is what the History mode is designed for. The History mode shows only the current stage, as well as stages that the work item has gone through. In case of a work item transitioning to a previous stage, this will also be visible in the History view. This is exemplified in the image below:

1. The current stage is the "Planning" stage.
2. Stages that the work item has previously been in are the "Idea"- and "Analysis" stages.

At this point, a transition from the "Planning" stage back to the "Analysis" stage is performed.

3. The current stage is now the "Analysis" stage.
4. Stages that the work item has now previously been in are the "Idea", "Analysis", and "Planning" stages. Notice that the work item has been in the "Analysis" stage twice now.

The History rendering mode of the Stage panel shows the history of visited stages.

If a stage is "later" in the stage gate model and has not previously been visited, users cannot change to this stage from the Stages panel. Stage change to this stage must instead be done through the Stage Change Wizard. The Stage Change Wizard can be set up to open through a button in the MyTools panel by the solution administrator.

Previous stages that can be transitioned to from the current stage can however be accessed by clicking the stage in the panel:

In this case, a transition is set up for the "Planning" stage to transition back to the "Analysis" stage.

1. Clicking the "Analysis" stage allows the user to change to this stage.

Note that each time the rendering mode for the stage gate model is changed, the WorkPoint 365 browser cache must be cleared.

Also note that this feature is only usable with the Modern UI version of WorkPoint.