Article published on the 24th of November 2020.
Contents
1. Introduction
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:
2. End User Guide
Sub-stages can be encountered in various different scenarios, e.g. when creating a new entity or when changing the stage of an entity. These scenarios will be described in this section.
2.1. Setting sub-stage on entity creation
With sub-stages enabled, they can be encountered in the Entity Creation wizard. In this example, we will create a new Office 365 Implementation project on a Project Management solution, set which stage model to use, as well as which stage and sub-stage to begin in:
- First we click the "All actions" button in the My Tools panel.
- We then click "New".
- To open the Create Entity wizard for projects, we click "Create Project".
Note that the way you access your entity creation wizard may be different.
- In this example, we have selected to use the stage model "Implementation". For more information about multiple stage models, please visit this article.
- The "Stage", we will select to begin in the "Analysis" stage. Once we select this option, the form will expand with a drop down menu to select which sub-stage of the "Analysis" stage to begin in:
- For sub-stage, we select to begin in the "Data collection" stage. After selecting the sub-stage, we can type in the rest of the new project's meta data:
- When stages have been selected, and all necessary information has been put in, we can click the "Save" button to create the entity.
2.2. Setting sub-stage on stage change
Sub-stage can also be set when changing stage of an entity. In this example, we will change the stage of the entity created in section 2.1. in this article to the sub-stage "Risk analysis"
- To change the stage of the entity, we click the "Change stage" button in the My Tools panel. This opens the Change Stage wizard:
- If your entity's business module has multiple stage model set up, and transitioning between stage models is allowed, you can switch to a different model by selecting it in the first drop down menu.
- You can select a new main stage by selecting it in the second drop down menu.
- You can select a new sub-stage by selecting it in the third drop down menu. In this example, we switch from the "Data collection" sub-stage to the "Risk analysis" sub-stage.
- To progress to the next wizard step, we click the "Change stage" button.
- We now have the opportunity to change the meta data of the entity in case there is a need for it.
- To complete the stage change, we click the "Save" button.
2.3. Inspecting sub-stage
You can inspect which sub-stage an entire is currently in from the business module list, given that the "Substage" column is shown:
3. Notes
Note that the sub-stage of an entity is not shown in the Stage panel.
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