Record Lifecycle

To see the status of any type of record, find it in its relevant summary page, and double-click any field to open the record.

Across the top, in addition to record name, you’ll see a summary of key record information, including manager, risk rating, and other data.

Along the left you can see where things stand in overall record workflow progress. The workflow itself is organised very clearly, in the form of stages and steps.

Lifecycle stages are listed numerically along the left. Each stage represents a category of record completion. In this grant example, Stage 1 is Grant Overview, in which grant details are completed, Stage 2 is grant application Submission, etc. The current stage is highlighted by default, and completed stages are indicated by tick marks. 

Each stage contains one or more steps, which are presented horizontally across the top. In this example, Stage 2 contains five steps, all marked as complete.

And that’s basically all you need to know about a record lifecycle workflow. Work through all the steps of Stage 1, then all the steps of Stage 2, until the lifecycle is complete! 

Some steps have a Next button to move you along, whereas with other steps, you move automatically forward upon step completion.

Note: As you proceed through the steps, the fields available to you will depend on your user role.

Finally, look to the lower left corner of the record. The Management section contains collected information about the entire record lifecycle. The Information section, where relevant, is where you can find details on record team members and gateways.