Statuses in Playbook
Playbook uses a set of Statuses to track progress across:
Tasks
Packages and Subpackages
Stages (columns)
The available Statuses are:
Not Started
In Progress
Completed
Verified
Locked
Not Started
Not Started is the default Status for all items in the Playbook.
This indicates that work has not yet begun.
In Progress
In Progress indicates that work has started.
To begin work on a Stage, the Playbook Manager or Admin must update the Stage (column header tile) to In Progress.
When the column Status is updated:
All associated Packages, Subpackages, and Tasks within that column will also be updated to In Progress.
NOTE: A Package or Task cannot be set to In Progress if the Stage (column header tile) is still in Not Started.
Completed
Completed indicates that all required work for an item has been finished.
For a Task, this means:
All required work is done
All required Forms or files have been submitted (if applicable)
For a Package or Subpackage:
All associated Tasks must be marked as Completed.
For a Stage (column header tile):
All Packages within that Stage must be marked as Completed.
NOTE:
The Completed status will only be available once all required conditions are met (for example, required Forms are submitted).
Completed does not mean finalised. The work must still be verified.
Verified
Verified indicates that the completed work has been reviewed and approved.
After a Task is marked as Completed, the Playbook Admin or Manager must verify it.
During verification:
The Task can be sent back to In Progress for further changes
Or marked as Verified to confirm completion
Locked
Locked indicates that the work is no longer active and cannot be modified.
Locking can be used in the following situations:
After a Task has been verified and no further changes should be allowed.
When a Task or Package is no longer required but should remain in the Plan.
Once Locked:
The Task cannot be edited.
Associated documents and Forms cannot be modified.
No further actions can be performed.
NOTE: Locking is irreversible. Ensure all required actions are complete before proceeding.