Service project stages
As a project progresses, it moves through different stages, each one representing a phase in the project lifecycle.
Why stages matter
Understanding stages helps you:
- Track where each project is in the service journey
- Work out which team is working on it at that time
- See your pipeline across all projects at a glance
Service project stages
Stages describe a part of the process. At the end of a service project, the stage is replaced with an outcome.
| Stage | Description |
|---|---|
| Requesting | The service project is created and the request for post-installation service is raised. Initial information is being logged, but no action has been taken yet. |
| Investigating | The service project is under investigation. This could include internal or external enquiries (e.g. contacting the manufacturer). A job has not been raised yet. |
| Servicing | At least one job related to the service project is actively being performed. |
| Reviewing | All jobs associated with the service project have been completed. Operators are reviewing the outcomes to determine if the request has been fully resolved. |
| Outcome | Description |
|---|---|
| Completed | The request has been resolved, and the service project is closed. |
| Cannot resolve | The service project has been closed without resolution, either because it cannot be resolved or further action is deferred outside the workflow. |
| Cancelled | The service project is cancelled, typically due to a determination that the issue does not require further action. |