How to Configure Stages & Transitions for an Issue Category

An Issue Category can be as simple or as complicated as you need it to be to fit your company's needs. Stages and transitions can be configured for an Issue category when the category is in a "draft" state. 

Click on the hyperlinked name of the Issue category that needs stage and transition configurations:

Under the "General Settings" section, click on "Manage Stages and Transitions". A slider box will appear on the right hand side:

  It will be blank and have a blue "" plus button. Click this button to begin adding your first stage:

Fill in the information for this stage:

1. Enter the name of the stage

2. If this is a final stage, check this box. If not, leave blank.

3. Enter the # of targeted days in which this stage needs to completed in.

4. Click save to save this stage.

5. This stage can be deleted during the configuration, if needed. 

Once this stage is completed, click the blue "" plus button to create the next stage.

NOTE: Create all stages before starting the transition configurations. Remember to include at least one final stage. Some final stages examples include "cancellation", "closed", & "completed":

Once you have added at least 2 stages, you will see the "Add Transition" button. A transition allows you to choose where you want the process flow to go once the stage is complete. You must include transitions if you have multiple stages:

You can transition from one stage to multiple stages. For example, Stage One transitions to Stage Two or Cancelled. It is important to have a "cancelled" transition created in each stage so that an Issue may be cancelled in any stage. This will avoid the need to delete created Issues: 

After your stage and transition process has been built out, the fields need to be added to each stage and stages assignees and signatures need to be configured:

Need Help? Please see:

How to Add a Field to a Stage

How to Manage Stage Assignees and Workflows

NOTE: The system will allow you to configure the category to transition back to a previous stage. DO NOT CIRCLE BACK/LINK BACK TO A PREVIOUS STAGE (e.g. Stage 1 > Stage 2 > Stage 4 > back to Stage 2). If you need to create repetitive loops, you will need to define a separate stage (e.g. Stage 1 > Stage 2 > Stage 4 > Stage 2 with an additional qualifier, Stage 2 Second Pass).