Cx Item Maintenance

Updating a Phase

Within any phase the option exists to add Attachments, Checklists, Comments or Issues.

  • By clicking on the Attachments button, three options are available: Add a File from Archive Library, Add Attachment, or Download All. You can also click on an existing attachment’s Download button which then allows you to View the attachment.
  • By clicking on the Checklists button you access any pre-identified checklists that need to be completed. You can also click the Add Checklist button to create a new checklist.
  • By clicking on the Comments button a free-form pop-up allows you to add notes about the phase when the Add Comment button is clicked.
  • By clicking on the Issues button you can then click the Add Issue button to add an issue. Alternatively, you can also click on a given Issue to be brought to that screen where you can Update Phase Status, Reassign the Phase, Reschedule or Edit the Issue as your permission allows.

 

Updating Phase Status

With a Cx Item selected, and then a Phase selected, click the Update Phase Status link.

Three options are available:

  • Permission Denied
  • In Progress
  • Complete

If the In Progress button is selected:

  1. Add details to the Description field.
  2. Change the Responsible Team, if appropriate.
  3. Click OK.
    4. If you've made an error, and didn't want to update the status, click In Progress, then Cancel in the subsequent pop-up window.

 

Reassigning a Phase

While an individual will have ownership of a Phase, any phase can be re-assigned if you have the permission-level to do so.

Step by Step — Reassign a Phase

  1. From within the desired Cx Item, click on the Reassign Phase button.
  2. Click on the pencil icon.
  3. From the drop-down list, select the person/team to whom the phase is to be reassigned.
  4. Click OK.