Claiming tab columns

You can use the Column options icon at the top right of the scroll bar to customize the view of the Claiming tab.

After customizing the view, you can save your view by clicking the View drop-down and then selecting the Save view asoption.

The following are key columns that show the scope item status, document status, claiming state, and associated documents:

• Scope item status – Shows the completed claimed status that corelates with the status set in Document.

• Document status – Shows the current set status from Document. The status may match the scope item status or the next status set in Document you can claim items to.

  The Document status column syncs the statuses from Document and show in the Claiming tab and in the claiming scheme slide-out panel. This allows claiming scheme steps to be directly corelated to your business process workflow for document management.

  A document status can only be associated to one step.

• Claiming state - There are four Design claiming states:

  • Pending review – The document status has progressed further than the scope item’s claimed status and is eligible to have progress earned.

  • Pending undo review – The document status has regressed to a state before the scope item’s claimed status and is eligible to have progress undone.

  • Idle – The document status matches the scope item’s claimed status.

  • Error – There is an error with the document statuses, the document to scope item association, or the scope item has a compliance issue preventing claiming from occurring.

• Document count – Shows the number of documents associated with the scope item. You can click the number link to open the Document tab within the scope item to view details of the associated documents.