Managing Lifecycle Stages

Introduced in 8.3

To provide a clear understanding of where your users are within a business process, Alloy Navigator Express offers a graphical progress indicator showing lifecycle stages and outlining the stage where each Change Request is currently at.

NOTE: The graphical progress indicator appears only in Alloy Navigator Express web services, i.e. in the Web App and in the Self Service Portal.

The following lifecycle stages are initially available for Change Requests:

  • Submission: Assigned, Draft
  • Approval: Pending Approval, Rejected
  • Planning: On Hold, Approved
  • Implementation: In Progress, Implemented
  • Review: Tested, Failed
  • Close: Completed, Close

Each stage is mapped to a set of Change Requests' statuses. You can use the default stages or customize them to better suit your needs.

By default, each stage is mapped to a set of object's statuses as follows:

You can create new stages, rename them, and map stages to statuses. You can also change the order of stages and delete stages that are no longer needed.

To add a stage:

  1. Navigate to the Customization > Service DeskService Desk > Change Requests > Classification > Lifecycle Stages section.

  2. Click New. The New Change Request Lifecycle Stage dialog box opens.

  3. Type in a stage name.

  4. Click OK.

After you create and configure a new lifecycle stage, map this stage to the appropriate Change Request statuses.

IMPORTANT: A status can be mapped to a single stage. A stage can contain several statuses.

To map a status to a stage:

  1. In the Customization > Workflow and Business Logic > Service DeskService Desk > Change Requests > Classification > Statuses section, double-click the status that requires stage mapping.

  2. Choose a stage from the Stage drop-down list.

  3. Click OK.

To change the order of stages:

  1. Navigate to the Customization > Service DeskService Desk > Change Requests > Classification > Lifecycle Stages section.

    NOTE: This order is used to display lifecycle stages on the progress indicator for the Change Request object record (see How to Track the Change Requests' Progress).

  2. Select a stage and use the Move Up and Move Down buttons to change its position. Repeat this step to reorder other stages as needed.

To delete a stage:

  1. Navigate to the Customization > Service DeskService Desk > Change Requests > Classification > Lifecycle Stages section.

  2. Select a stage and click Delete.

TIP: Similar to Change Requests, you can enable the progress indicator for Service Desk Tickets and Purchase Orders. To do this, you need to create lifecycle stages for those object classes and properly map them to status values.