Stage Management: Sub-stages

Using Stage Management in WorkPoint it is possible to define one or more stage models for each business module. These stage models consist of a set of stages which entities can go through.

A classic example of the use of a stage model could be tracking and controlling the stage of projects, using the following stage model:

This stage model consists of six stages: Idea, Analysis, Planning, Active, Closed, and Archived.

The sub-stages feature allows you to define sub-stages for each stage. An example could be to break up the "Analysis" stage up into sub-stages, e.g. "Data collection" "Risk analysis", etc.

Using sub-stages, the stage model above could look something like the following:

Sub-stages are saved as terms in the Term Store Manager.

Using the Sub-stages requires that your WorkPoint license includes the Substages feature.

Substages can be enabled from the Stage Settings for a business module in the WorkPoint Administration:

1. On the WorkPoint solution, click the "Home" button.
2. Click the cog icon to access the WorkPoint Administration.

3. Click the header of the business module for which you wish to configure stage settings. In this example, we will configure substages for the "Projects" module.
4. In the drop down menu, click "Stage Settings".

In the following example, a set of stages have already been set up:

We can now set up substages:

5. First of all, we need to enable substaging by clicking the "Enable substaging for this business module" button.

Once substaging has been enabled, the button changes to a "Disable substaging" button:

Next, we will create two substages for the "Analysis" stage; the "Data collection" and "Risk analysis" substages:

6. For the "Analysis" stage, click "Edit".

7. In the "Edit stage" page, in the "Substages" field,  type in the name of the first substage. In this example, we name the first substage "Data collection".
8. Click the "Add" button to add the substage.

The substage is now added to the Analysis stage:

In the same way, we add the "Risk analysis" substage:

9. Type in "Risk analysis" in the Substages field.
10. Click the "Add" button to add the substage.

Both of the substages are now added to the Analysis stage:

11. To re-order the substages, you can click  and drag the arrows-icon. You can e.g. click the icon for the second stage, and drag it up in the first position.
12. Click the globe icon to create a translation for the substage.
13. Click the red "X" to delete a substage.
14. Click the "Save" button to save the substages to the Analysis stage.

After clicking the Save button, you are returned to the Stage Settings page. You should see a green bar reading that the stage was successfully edited:

In the same way we just added the Data collection and Risk analysis substages to the "Analysis" stage, we add the following three substages to the "Active" stage:

• Production
• Implementation
• Testing

The substages created are, as previously mentioned, saved in the Term Store. Therefore, the substages can now be viewed in the Term Store Management Tool. They are nested under the Site Collection, then under the business module on which they were created, and then under the specific stage that they are substages of:

This concludes the guide on how to configure and set up substages in WorkPoint 365.