Actioning an Item

Purpose

Action an item revision when you want to move it from its current state to one of the next available lifecycle states. You action an item revision when the work for the current lifecycle state is complete. An item revision must be checked in before you can action it.

When you action an item from your Inbox, it may be removed from your Inbox and moved to the Inboxes of users who have roles for the next lifecycle state.

If you are actioning items to a lifecycle state that is associated with a stage in the Global Stage Lifecycle, they will also be promoted to that stage, and if there are any default areas associated with the project/stream, the item files will automatically be deployed to those areas.

PRIVILEGES
Action Item to Next State to action an item to a valid next state.
Action Item to Any State to action an item to a lifecycle state without a valid transition.

NOTE When an item is actioned to another state, any users who have a role assigned for that state receive an email notification. The user who performed the action however, does not receive an email even if they had a role on the item at that state.

NOTE When you action an item to or from a lifecycle state that is sensitive, thus requiring an electronic signature, you will be presented with an Authentication Point dialog box. In this case, enter your Dimensions CM password and click OK.

To action an item:

From the My Current Project tab or Items tab, select one or more items. If you select multiple items, you cannot change item attributes.
Click the Action button.
For New State, select a lifecycle state:

If you are actioning a single item, either select To next state and select a valid next state from the corresponding list, or select To specific state and select a lifecycle state from that list. (You will require the necessary privilege to action to a state other than a valid next state.)
If you are actioning multiple items, either select Next normal state or select Named state and type a lifecycle state. You must type a common lifecycle state for all items.

If you want to initiate a build for the item(s), check the Start build after action check box.

NOTE Only items that are associated with a target definition file have this build option. For further details on building items, see About Dimensions Build.

Click the Next button.
If you want to set any attributes, type or select the values.

Required attributes are marked with a red exclamation point:

This page does not appear if you have selected multiple items.

Click the Next button.
Optionally, in the Comment field, type a comment.
Click the Next button.
If you want to delegate the item to another user, select a Role to delegate and Capability, and move the required user(s) to the Assigned Users list. For more details, see Delegating an Item.
Click the Next button.
Use the Results page to check the result(s) of the action. If an item has a sensitive lifecycle state, the buttons Authenticate and Continue and Ignore and continue appear in the Message column. If you want to complete the actioning of that item, click the Authenticate and Continue button and enter your password. If you do not want to authenticate the item, but you want to continue actioning other items, click the Ignore and continue button.

If there are errors or warnings from the Action, you can view these by clicking the Details button, and then proceed to the Build Item dialog box by clicking the Continue button.

Click the Close button to close the Results page.