Advance the phase of an item

ALM Octane uses phases to represent the current state of an item. As you develop items, advance from phase to phase with a click of a button.

  • To change the phase of an entity, open the details of the item whose phase you want to change. Select the next phase by clicking the phase link in blue, or select a different phase using the dropdown.

  • To change the phase of a requirement or feature without accessing its details, select the entity in the tree. In the upper right corner, select a different phase using the dropdown.

The phase is changed when you navigate to another entity, or when you click the Save button in the details tab.

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 the workspace administrator configures phases, see Set up workflow phases and transitions.