Phases

ALM Octane uses phases to represent the current state of an item. As you work on items, advance them from phase to phase.

Overview

ALM Octane allows for primary and secondary phase transitions. These transitions are determined by your administrator, who customizes workflows for any item type that proceeds through development cycles.

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Change an item's phase

You can change an item's phase via the Details view or using the Preview tab.

Method Steps
Details tab

To change an item's phase via the details view:

  1. Navigate to the item's details view.

  2. The item's present phase displays in the upper right corner of the pane.

    To advance the item's Primary Transition, click the blue phase link.

  3. To advance the item's Secondary Transition options, click the drop-down arrow to choose your final selection.

  4. Click Save on the Details tab.
Preview tab

To change an item's phase on the Preview tab:

  1. Navigate to the Team Backlog module > Features, hover your mouse to the left of your intended item, and select its checkbox.

    Alternatively, from the Team Backlog module > Task board, select the item's card.

  2. In the pane on the right, click the Preview tab.
  3. Click the blue phase link to advance via the item's Primary transition choices, or the drop-down arrow to select the secondary transition choice.

Note: Each entity has its own workflow. For example, a defect's phases include New > Opened > Fixed > Proposed Closed > Closed > Obsolete. For details on how to configure phases, see Workflow.

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See also: