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Setting up Study Statuses

Strategy development analysis (SDA) studies are simple values that are attached to analyses to group and filter them. Study statuses are applied to analyses to control the actions, events, and rules available to them. The status’ properties define actions that can be performed on the analysis or failure mode when the status is applied to the analysis. The status’ properties define rules such as whether properties can be changed or whether the object can be sent for approval. Status properties include formatting choices such as font, text color, and background color.
A status can be set manually or automatically based on analysis type and system event. For example, in one typical implementation, when the study is added to an analysis, its status is automatically set to “Draft”. The user develops the analysis or failure mode and manually sets the study status to “Ready for Review”. At that point, Send for Approval becomes available in the Analysis menu because of a rule set in the status properties.
Study statuses and analysis types work together. An analysis type controls the status assigned to it when an event occurs. For example, when an analysis is created (event) and assigned the type “Procedural”, its status could automatically be set to “In Progress”.
The status itself can identify valid next statuses.
Analysis types determine if an analysis must be sent for approval. This involves employees designated as approvers reviewing the analysis in turn. Each approver can approve, reject, or forward the request. As an alternative to the formal approval process, the draft can be reviewed and marked as “Accepted.”
This topic explains how to set up study statuses to work with the approvals and acceptance processes. For information about setting up analysis types, see Setting up Analysis Types.
Tip: If you wish to prevent a status from being used, select it in the Study Status tab and click Mark as Inactive. In the dialog that appears, provide a reason and click OK. The status is shown as Inactive in the table. To make the status available, select it and click Mark as Active.

To Set up a Study Status

1.
From the Site window, select the Strategy Development view, Settings tab and then the Strategy Development tab. Select the Strategy development settings node in the tree.
Tip: You can also select the Administration menu, Strategy Development Settings, and then Strategy Development. The Strategy Development Management Settings dialog appears.
2.
Select the Studies tab and then the Statuses tab. This tab lists all of the study statuses that have been defined for the site.
3.
Click New. The Study Status Properties dialog appears:
4.
Provide a name for the status.
5.
By default, both usage options are selected: strategy development analyses and failure modes. You can adjust the options as needed.
6.
To select a different icon for the status, click Change Icon. Select the new icon and then click OK.
7.
Select the appropriate options:
Setting Name
Description
Properties can be updated
Allows users to change an object’s properties.
Clear this option to prevent users from editing objects when this status is applied. For example, you could disable editing for objects that have been sent for approval.
Can be redrafted
When the status is applied, the analysis can be redrafted.
8.
If strategy development analyses are supported, select the appropriate options:
Setting Name
Description
Can be sent for approval
If the approval process is required by the object, it can be sent for approval.
In the case of safety provisions, if the safety type does not require approvals, the provision’s draft version can be marked as “Accepted”.
Mark as in progress
When the status is applied, the analysis is marked in progress.
Mark as facilitation complete
When the status is applied, the analysis is marked as facilitation complete.
Mark as complete
When the status is applied, the analysis is marked complete.
Mark as closed
When the status is applied, the analysis is marked closed.
9.
If failure modes are supported, select the appropriate options:
Setting Name
Description
Mark as facilitation complete
When the status is applied, the failure mode is marked as facilitation complete.
Mark as implementation complete
When the status is applied, the failure mode is marked as implementation complete.
Mark as facilitation incomplete
When the status is applied, the failure mode is marked as facilitation incomplete.
Mark as implementation incomplete
When the status is applied, the failure mode is marked implementation incomplete.
Mark as implementation not required
When the status is applied, the failure mode is marked as implementation not required.
10.
Select the Events tab.
11.
If appropriate, select the setting:
Setting Name
Description
Promote draft version to current
When the status is applied to a failure mode, its draft version becomes current. If it replaces a current version, the replaced version becomes historical.
12.
Select the Rules tab.
13.
By default, a status can be manually selected by users. To prevent this, clear Can be manually set. The status can only be set by system events.
14.
Select the Status Changes tab.
15.
By default, all statuses are available for selection when the user wishes to change the status on an analysis or failure mode. To limit the choices, select Only the statuses selected below are available. The table is populated with the site’s statuses. Select the study statuses that will be available. For example:
16.
Select the Formatting tab if you wish to distinguish the status from others when it appears in tables and charts.
17.
Select the font, text color, and background color for objects with this status.
18.
Select the Description tab to add information about the status.
The Status tab displays information about the status’ active status. The History tab displays information about the status’ creation and update history.
19.
When you are finished defining the status, click OK. The status is added to the Study Statuses table.