4 Types of Status

Pending
In Progress
Ready for Review
Completed

Pending

All Projects that are created have a status of Pending.  

In Progress

If Projects have Tasks as part of the work flow then upon completion of at least 1 Task, the status will change to In Progress automatically.

Ready for Review

Each Project has an option that can 'Requires final review to complete the project'.  If the option 'Requires final review to complete the project' is checked then once the last Task is completed, then the Project Status will automatically change to Ready for Review.  

At this point, the Manager can either Finish the Review or Fail the Review.

Finish the Review

If the Manager chooses to Finish the Review then the Status will be changed to Completed.

Failed Review

If the Manager chooses to Fail the Review then the Status will be changed back to
In Progress.  An entry will be in the Task List called Failed Review.  The Manager may email a note to a specific user as to why the Project Failed the Review.  Once the user completes the Failed Review task, then the Project Status will be changed to Ready for Review once again.  If the Manager chooses to Finish the Review, then the Project Status will be changed to Completed.

Completed

Project Status will be changed to Completed once all Tasks have been completed.

Project Status will be changed to Completed when a Project that Requires Review, Finishes the Review.

Project Status will be changed to Completed from the Project List screen when the radio button is selected to Complete the Project.  If the project has Tasks that have not been Completed, the Tasks will be marked Completed and the Project Status Completed.

If a Project has no Tasks and is Pending, from the Project List the Status changes from Pending to Completed.

If a Project has no Tasks and is Pending but also Requires Review in order to be completed when the Project is Completed from the Project List you will be prompted to Keep for Review or Complete the Project.


Please Note:  Any Completed Project Status can be changed by selecting the Uncomplete button.  

Selecting to Uncomplete a Project will change the Status (see below) based on the following:  

Pending - if no Tasks

Ready for Review - if all tasks are completed and the projects requires review

In Progress - If all Tasks are marked Completed, then at least 1 Task must be unchecked as not completed.  Then the Uncomplete button can be selected in order to put the Project back In Progress.  Otherwise, if all Tasks are Completed the Completed status will never revert to In Progress.

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