Calyx RIM Administration

Task Status Progressions

You can set up task statuses in such a way that they help users understand the progression specific types of tasks may take. We refer to this as task status progression.

When you set up a task status progression, Calyx RIM enables users to choose from the statuses that you have defined as appropriate when moving from the current status.

The following illustrates an example of a task status progression named Marketing Approval Required.

As this example illustrates, Calyx RIM displays only the statuses a user can progress to - a task with a Planned status can progress only to the Send to Marketing status or to the Rejected status. These are the only statuses available when a user modifies the task status.

If you do not set up a task status progression, users can choose from any of the available statuses when they modify the task.

Note: After a progression has been defined for a specific task type/secondary task type combination, associating the secondary task type with a different task type causes errors in the system. If there is a need to associate the secondary task type with a different task type, create a new Task Type/Secondary Task Type combination using Data Admin > Task Maintenance > Secondary Task/Sub-Task Type Values.