Each Engagement Plan is assigned a status that reflects its current stage in the engagement lifecycle.
ⓘ Note: When you create an Engagement Plan with a future start date, Boréalis automatically assigns the status Not Started. Once the start date is reached, the status is automatically updated to In Progress. If you create an Engagement Plan with the current date (the default system date), Boréalis automatically assigns the status In Progress.
To Change the Status of an Engagement Plan
- Navigate to Engagement plans in Stakeholder Engagement.
- Open the engagement plan for which you want to change the status.
- Click the Actions menu.
-
Select the workflow option to change the status of the engagement plan.
Depending on the current status of the engagement plan, the workflow options will differ:- Close: Sets the status to Closed. This option is only available when the status is either Not started or In progress and the related activities must be completed, not started or cancelled.
- Put on-hold: Sets the status to On-hold. This option is available when the status is Not Started or In progress.
- Cancel: Sets the status to Cancelled. This option is only available when the status is Not started or In progress.
- Reopen: Sets the status to Not started if the start date is in the future. Otherwise, the status will be set to In progress. This option is only available when the status is Closed or Cancelled.
- Resume: Sets the status to Not started if the start date is in the future. Otherwise, the status will be set to In progress. This option is only available when the status is On-hold.
- Specify a reason to change the status in Comment field.
- Click Save to confirm the action.