These are the different Statuses available in the TMS. The status of a document, target and phase will trigger different responses in the workflow and interactions between applications in the TMS. Used properly, they enable automation and powerful functionality in integrations.
Status Types
Status | State | Document | Target | Phase/Task |
---|---|---|---|---|
Ready | Active | The document is ready if:
| The target is considered ready if:
| A phase is considered ready if:
|
In Progress | Active | The document is in progress if:
| Targets are in progress if:
| A phase is considered in progress if:
|
At Risk | Active | The document is at risk if:
| Targets are at risk if:
| A phase is at risk if:
|
Past Due | Active | The document is Past Due if:
| Targets are past due if:
| A phase is past due if:
|
Waiting | Inactive | NA | NA | A phase is waiting if:
|
Skipped | Inactive | NA | NA | A phase can be skipped if:
|
Cancelled | Inactive | A document can be cancelled if:
| A target can be cancelled if:
| A phase can be cancelled if:
|
Completed | Inactive | A document is completed if:
| A target is completed if:
| A phase is complete if:
|
Late | Inactive | A document is late if:
| Targerts are marked late if:
| A phase is late if:
|
Cancelling vs. Skipping a Phase
Only phases can be Cancelled and or Skipped. You can skip any phase that has Documents and Targets can only be cancelled. However, a cancelled phase Document or target Target will have different reactions to the phase depending on the status of the phase.
- Cancelling a document will also cancel every target that has not completed its workflow. . Cancelling a target will
- Mark every phase that is In Progress as Cancelled.
- Leave Completed phases as Complete.