Status

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Status

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A status is used to indicate progress through the planning process. The absence of a status is indicated by the bullet_square_yellow symbol.

 

The ability to set a status is controlled by a user's Team Membership for a specific plan row as follows:

 

The Status column indicates the status of activity for each plan row.

Users who are members of an Action Team can set a status of Draft or For Review

Users who are members of a Review Team can set a status of Resubmit or Approved

Users who are members of a Manage Team can set any available status, including Complete

 

To set a status:

1.Click thebullet_square_yellowicon or the existing status link

2.In the pop-up, select an available status

3.Optionally, check the box to post a Comment

4.Click Submit

Note: An inactive link indicates that the user does not have the privilege to edit the status. See team membership.

To clear a status:

1.Click the Clear button in the status pop-up

Note: This function is only available to Manage team members