Change status transitions - Draft to complete with task phase management enabled

• If approvals are mapped to the Review approval phase:
  1. The change moves to the Request for Change status of the Review & Authorize stage. The first task in the Business Approval phase is activated. The approver must approve the change request.
  2. The change moves to the Planning in Progress status of the Plan & Schedule stage.

• If no approvals are mapped and standard approval configurations are used, the request moves to the Planning in Progress status of the Planning & Schedule stage, skipping the Request for Authorization status of the Initiate stage and the Request for Change status of the Review & Authorize stage. Tasks in the Review and Business Approval phases are activated according to the defined sequences.

  Important

  • If task closure is enforced, approvers must ensure that tasks defined for a phase are closed before the change can move forward. For example, tasks defined for the Review phase must be closed in the Initiate stage, and tasks defined in the Business Approval phase must be closed in the Review and Authorize stage.
  • When both a task and an approval are activated for the same change status, the approver must ensure that the task is completed before approving the change request.

After required approvals (if any) are done, the Change Manager or the Change Coordinator moves the request to the Implementation in Progress status of the Implementation stage. At this stage, the tasks of the Implementation phase are activated and the first task for this phase is activated.

After all of the tasks are completed, the change request moves automatically to the Completed status.

In the change request, Actual Start Date and Actual End Date are populated with the actual start date of the first task and the actual end date of the last task by the workflows. If required, you can add tasks related to the Completed status.

When you promote a change request to the Completed status, a status reason is selected automatically, based on the approval process configuration. The default status reason is Final Review Required.

Alternatively, if you have not configured an approval process for the Close Down Approval phase, the Final Review Completed status reason is selected automatically. Then, if you have enabled the Auto-Close feature, the change request is closed automatically, based on the Auto-Close Days rule that you configure.

Additionally, you can send email notifications from the Task form. You might do this, for example, to request more information about the task, or to inform the person who created the task that the task is now complete.