This documentation supports the 18.08 version of Change Management.

To view the latest version, select the version from the Product version menu.

Defining qualifications for task completion

By default, a task is considered complete when it is run. When a task is complete, its status is Closed and its status reason is either Success, Canceled, or Failed. If you want other ways of determining whether a task is complete or successful, you can build qualification statements.

If the qualifications are not met, the task does not close. You set qualifications for task completion only if the task is automatic.


If a task's status is set manually at runtime, the settings defined here are overridden.

To define qualifications for task completion

  1. On the Completion tab of the Task Template form, build a qualification to indicate completion for this task, template:

    Field name


    Done Qualification

    A qualification statement that is used to evaluate whether the task is complete. A task is done when it is marked as Closed.

    Success Qualification

    A qualification statement that is used to evaluate if the task is successful

  2. Click Save.
  3. Continue setting up the task template, as described in Specifying financial information.
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