Phases

Overview

Phases are categories that are defined within Templates which will then be part of the Requests. Phases can have dependency between them if required.
For example, for a Student Reduce Study Load request, there could be different Phases (Application Received, Review by Departments, Approval).



Phase List

The Phases are listed as rows in a grid.

The grid displays the following data columns:

  • Phase
  • Created Date
  • Start Date
  • End Date
  • Preceding Phase

The right most column contains the Action Icons that are used to perform various functions for each Phase.


Grid Navigation

Multiple pages will be displayed for a grid listing more than 10 items.

The Page Navigation Bar helps Users navigate between pages of items in a grid and also go to a specific page.

Page Navigation always display the page number of the page a User is currently viewing and also includes back and next buttons, and for large numbers of pages includes first or last buttons.




Search

A keyword search of the Phase Names which allows the User to refine the Phases displayed in the grid.

A keyword search looks for the word(s) anywhere in the Phase Names. Keyword searches are useful when the User has part of the information.


Sort

Allows Users to click on the heading name, for columns displaying the Sort icon, to re-organise the grid in the order of the data in that column.

Clicking a heading name will alternatively order the grid data in ascending order and then in descending order.

Ascending means smallest to largest, or alphabetical.

Descending means largest to smallest, or reverse alphabetical.



Add New



FIELD DESCRIPTIONS
Field
Description
Phase

The name of the Phase.

Phase names must be unique within a Request Template.

This is a mandatory field.


Start Date

This is a mandatory field.


End Date

This is a mandatory field.


Preceding Phase





Manual Order

Manually configure the Phase Order





Edit

All fields can be modified.




Delete



A confirmation message will be shown that requires action.



Tasks

Further information for Tasks




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