Record stages, also known as milestones, give you a more finely-grained way to track record states.  For example, an automobile claims process could be divided into the "investigation stage", the "damage assessment stage", and the "disposition stage". Then, instead of only being able to determine that a claim is "In Progress", you see at a glance which stage it is in, and it's status in that stage (either "Started" or "Completed"). 

​

For each stage, you can also define escalations that perform automated actions when the activities required to move out of a stage do not occur in a timely manner.

 

To change the stage status for a stream record, you can use a process step, or use one of the automated actions that can be defined in the system.

 

To manage the stream's stages and escalations:

1. Go to a stream definition.
2. In the sidebar, hover over Stages and click Edit.
3. Click Add Stage to add a new stage, or select an existing stage to modify it.
4. In the sidebar, click and drag a stage to change its order in the list.
5. When done making modifications, click Save Changes.

Changing a Record's Stage Status

To change the stage a record is in, use a Change Stage Status step in the stream's process definition. That step lets you select one of the defined stages, and set the status of the stage to Started or Completed.

​

Stage Settings

• Stage Title - Give the stage a name.
• Due Date Based on - Choose how the due date for the stage, if any, is specified.
  Not required. You can also define escalations to take specific actions.
  Use this field to track stage completion-status relative to:
  • A specified number of hours or days After Record Submission or After Start of Stage.
  • A date specified in one of the stream record's data components.

When viewing a record, the stage status is displayed in the record sidebar.
A stage that is overdue is shown in red, completed in green, and in-progress in yellow.
Learn more: Working with Records
​

Escalations

For each escalation you add, specify:​

• Condition:
  • Trigger the escalation on a specified number of
    • Business Days
    • Calendar days
    • Hours 
    • Weeks
    • Minutes
  • When:
    • After stage start
    • Before stage due date
    • After stage due date
    • Before the date contained in a date field
    • After the date contained in a date field
    • After the record submission date
       
• Reevaluate Condition
  • The first time the condition is met, the specified action is taken.
  • Use this setting to reevaluate the condition daily or weekly.
  • With that setting, the action occurs every day or every week until
    the stage status changes.
     
• Escalation Actions
  Specify one or more of:
  
  • Send Email
    Add one or more of the following to the list of recipients: 
    • Record Submitter - the person who created the record
    • Email Address present in a Field - Select an email address field  
    • User present in a Field - Select a data component and a field
    • Specific User - Select any user in the system
         
  • Change Stage Status - choose the stage and the status: Started or Completed
     
  • Send a Notification,
    The message appears in the recipients' activity feed, and is sent to the user's
    Pulpstream mobile app.
    Add one or more of the following to the list of recipients:
    • Record Submitter - The person who created the record
    • Followers - All people who are following the record.
    • Participants - All people who are participating in the record.
    • User present in a Field - Select a User field
    • Specific User - Select any user in the system