Setting Schedule Status

You manage the schedule lifecycle by setting the schedule status. You can set the status of a schedule to Open, Closed, or Locked, depending on its current status. To set schedule status, you must the schedule owner or a Close Administrator.

These are the available statuses:

  • Pending—The schedule is not yet active. This is the default status of the schedule when it is created.

  • Open—The schedule is open for work to be performed. Tasks in the schedule can be run.

  • Closed—The schedule is no longer active but follow-up work may be required. Tasks in the schedule continue to proceed based on their definitions, but you cannot add tasks to the schedule. Schedule owners or administrators can reopen a Closed schedule, which changes its status to Open.

  • Locked—The schedule is locked and cannot be modified. A locked schedule cannot be set back to Open status and cannot be edited. It can be viewed and deleted.

When you create a schedule, it has a status of Pending by default so that you can make final adjustments to it, and add, edit, or delete tasks.

To run a schedule, you change the status from Pending to Open. When the schedule is opened, tasks begin to execute according to their definition. Status for tasks that have met their starting condition are set to Open, and task notifications are sent to their Assignees.

Note:

If a schedule task start time is reached and authorization has not been provided for a system-automated task, the task remains in the Pending status and requires authorization. See Authorizing System-Automated Tasks.

When work on the schedule has reached a stage when follow-up work is all that is required, you set the status to Closed. You cannot add new tasks to a Closed schedule, however users can continue to work on tasks that are not complete. You can reopen a closed schedule, which changes its status to Open.

When all close tasks are completed, you set the status to Locked. You cannot edit a Locked schedule, or set it back to Open.

  To set schedule status:

  1. Select Manage then Schedules.

  2. Select a schedule for which to set status.

  3. Select Actions, and then Set Status, or select the Set Status dropdown.

  4. Click one of these status options, depending on the current status:

    • Open

    • Closed

    • Locked