Object and Action Types for Outcome Lifecycle Models
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The following table describes the various objects and actions the product supports during the creation of a new lifecycle step for an outcome. In addition, the table lists the user-role features a user needs to complete such actions.
Object Type |
Action |
Required Feature |
Associate to Projects |
Associate an outcome to one or more projects. |
Use Outcomes. |
Review (association to a project). |
Use Outcomes. | |
Approve (association to a project). |
Use Outcomes. | |
Configurable :Screen |
Enter/Edit - Opens the configured screen and prompts the user to complete the fields. |
Permission identified on the screen definition as required for viewing or editing; if none defined, then all users. |
Review - Opens the configured screen and prompts the user to review the screen. |
|
|
Approve - Opens the configured screen and prompts the user to approve the data entered in the fields. |
||
Document
|
Create/Edit. |
All users, no specific permission. |
Review. |
All users, no specific permission. |
|
Approve. |
All users, no specific permission. |
|
Financial Plan |
Enter/Edit - Create a financial plan; displays a list of versions of the selected financial plan. You can lock the selected version of the plan. |
|
Review a financial plan. |
||
Approve a financial plan. |
||
Include for Investment Approval. |
NA. |
|
Lifecycle Model Choice |
Choose - Initiates a new lifecycle segment; presents a menu of lifecycle models for the user to select. |
|
Scripted Dialog |
Execute - Directs the product to activate the specified script, causing other actions (as defined by the administrator of the script). |
Required permission as defined for the particular dialog. |
Review - Prompts a user to review the answers provided in a script (if end user responses were required). |
All users. |
|
Approve - Prompts a user to approve the outcome of the dialog actions. |
All users. |
|
Status Change |
Set/Propose (a status change). |
Use Outcomes. |
Accept. |
Use Outcomes. | |
Wait for a proposed status change. |
All users, no specific permissions. |
The following table describes the various objects and actions the product supports during the creation of a new lifecycle step for an outcome. In addition, the table lists the user-role features a user needs to complete such actions.
Object Type |
Action |
Required Feature |
Associate to Projects |
Associate an outcome to one or more projects. |
Use Outcomes. |
Review (association to a project). |
Use Outcomes. | |
Approve (association to a project). |
Use Outcomes. | |
Configurable :Screen |
Enter/Edit - Opens the configured screen and prompts the user to complete the fields. |
Permission identified on the screen definition as required for viewing or editing; if none defined, then all users. |
Review - Opens the configured screen and prompts the user to review the screen. |
|
|
Approve - Opens the configured screen and prompts the user to approve the data entered in the fields. |
||
Document
|
Create/Edit. |
All users, no specific permission. |
Review. |
All users, no specific permission. |
|
Approve. |
All users, no specific permission. |
|
Financial Plan |
Enter/Edit - Create a financial plan; displays a list of versions of the selected financial plan. You can lock the selected version of the plan. |
|
Review a financial plan. |
||
Approve a financial plan. |
||
Include for Investment Approval. |
NA. |
|
Lifecycle Model Choice |
Choose - Initiates a new lifecycle segment; presents a menu of lifecycle models for the user to select. |
|
Scripted Dialog |
Execute - Directs the product to activate the specified script, causing other actions (as defined by the administrator of the script). |
Required permission as defined for the particular dialog. |
Review - Prompts a user to review the answers provided in a script (if end user responses were required). |
All users. |
|
Approve - Prompts a user to approve the outcome of the dialog actions. |
All users. |
|
Status Change |
Set/Propose (a status change). |
Use Outcomes. |
Accept. |
Use Outcomes. | |
Wait for a proposed status change. |
All users, no specific permissions. |