Rearrange a Step
Rearrange a Step inside a Phase
You can rearrange the sequence of a Step by dragging and dropping it.
1. Click and hold [≡] button on Step box that you want to move.
2. Drag the Step box and drop it to the proper position.
Rearrange a Step to another Phase
A Step can be moved to another Phase as long as the Phase type matches with the Step type. The table below shows the
Step type | Phase type |
---|---|
Edit Step | Edit & Review |
Edit Step (offline) | |
Review Step | |
Approve Step | Formal Approval |
Sign Step | Signing |
Deliver Step | Delivery |
Exceptions
Below Steps are fixed and cannot be rearranged:
Combine Step.
Edit Step inside Private External Phase.
Review Step inside Private External Phase.
Steps that are Completed or Active cannot be rearranged.