Changing the status business processes

Statuses identify the progress of business processes. The following procedure describes how to change the status for plans, programs, projects, requests, marketing objects, and approvals.

Your administrator can set up IBM® Marketing Operations to send an alert to owners and members of a process when its status changes.

Select the type of object you want to work with from the navigational menus.

For example, to work with a plan click Operations > Plans.

Click the name of the object you want to change.

The Summary tab displays for the object.

Click Status (

For projects and requests, click Change Status.

A list of transitions displays.

Select a transition.

The options that display depend on the status of the object.

For objects that are Not Started, Start <object> changes the status to In Progress. For requests and approvals, select Submit <object> to make this change.

For objects that are In Progress, Pause <object> changes the status to On Hold. For approvals, select Stop Review to make this change.

For objects that are On Hold, Continue <object> changes the status to In Progress.

For objects that are In Progress, Finish <object> changes the status to Completed. Objects in this status cannot be changed to any other status, except for projects, which you reconcile after completing.

For objects that are Not Started or In Progress, Cancel <object> changes the status to Canceled. Select this option to cancel the object permanently. Objects in this status cannot be changed to any other status, except for projects, which you reconcile after canceling.

A dialog box displays the new status.

Add comments and additional information.

Click Continue to apply the new status.