Status
Choose any improvement, click Actions, choose the appropriate action to change the status.
How To Change the Status of Improvements
You can view the status of any improvement by clicking on it - it is the first piece of information displayed.
Status and Workflow
Each improvement goes through a series of steps that we call a workflow.
- It is created and becomes a “suggestion”
- A suggestion is approved and becomes “in progress”
- When progress is complete, if it requires sign-off then it is marked for “sign-off” by one or more approvers.
- If it is signed-off it becomes “completed”
Note that at any point in the workflow, other options are available: an improvement can be “rejected” or “placed on hold”. Rejected is usually the end of an improvement: it just wasn’t required. On hold, is exactly that: you intend to complete this improvement one day when the time is right. Finally, someone who has been asked to sign-off may also reject this request, potentially allowing for changes to be made before eventually signing-off.
The status of an improvement therefore reflects where this improvement is in the workflow. From the dashboard, you can view a visual “pipeline” of your workflow by looking at the coloured boxes. Click on them to see groups of improvements with the same status at any point in the workflow.
Admin, Power Users and Approvers OnlyChanging the status
Choose any improvement, click Actions, choose the appropriate action to change the status.
The available status changes are shown from the action button. If you can’t change the status, it may be that your role does not allow you to so you should contact your system admin to check.