Change Status of Elements

Note:
If a database has been set to Explicit Claim mode, before the status of elements can be edited they must first be claimed. See View Extract Claim State of Elements for further information.
If an attempt to change the state of an unclaimed element in such a database is made, the attempt will fail. A message will be issued explaining why (See Messages and the Message Log).

• To change the status of an element or elements to the next status in the lifecycle, select them in a list and click Promote in the Status Actions group of the Manage tab.

• To change the status of an element or elements to the previous status in the lifecycle, select them in a list and click Demote.

  Note:
  Multiple elements at different status may be promoted or demoted using these options.

• To change the status of an element or elements to any status in the lifecycle that those elements can be promoted or demoted to from the status it they are currently at, select them in a list and click Edit.

  Note:
  In this case, if multiple elements are selected they should be at the same status.

Status - Tag Status Window

If the Promote or Demote options were selected, the Status - Tag Status window is displayed as follows:

• The window lists the names of the selected elements, the time and date of the last status modification and the identity of the user who made that change, and if all the selected elements are at the same status, the status that these elements will be promoted or demoted to.

• If required, enter a comment in the Comment field.

• Click OK to apply the status change.

If the Edit option was selected, a different version of the Status - Tag Status window is displayed:

• In this case, the status to be applied to the selected elements may be chosen from a list of available status. The list will consist of all status that the elements may be changed to, according to the definition of the lifecycle.

• As described above, enter a comment if required and click OK. To apply the status without exiting the window, click Apply instead.

If multiple elements are selected that are different status, or had their status changed at a different time and/or by a different user, "mixed" will be displayed instead of the data in question. For example:

Add Elements to a Lifecycle

Elements that are not on the lifecycle currently selected for the list (using the Status Definition list in the Status Control group of the Manage tab) cannot be promoted or demoted (the options on the tab are disabled).

They can however be added to the lifecycle by using the Edit option.

The current status of the element will be listed as "Not Controlled", meaning they are not on the current lifecycle. As described above, select the required status to apply to the element, enter a comment if required, and click OK or Apply.

Remove Elements from Lifecycle

To remove an element or elements from a status lifecycle, select them in the list and click Remove in the Status Actions group of the Manage tab.

The selected elements are then taken off the lifecycle. Their status is set to "Not Controlled", meaning they are not on the lifecycle currently selected for the list.