Phase

An administrative step within the change, order, task, or quote that is needed to complete the work.

A phase determines how forms are viewed by the users, approval requirements, and the intervals at which alerts are sent. Phases are sequential, repeatable steps characteristic of a category. Each category must have at least one phase defined in the category specification and may have any number of phases defined (except line item categories, which have only one defined phase). Each phase can include none, one, or many tasks.

Related terms

Alert
Category
Change
Change Management
Order
Quote
Request Management
Task