Creating or Editing Stages

For a description, see the topic "Stages" in ESM 101.

Caution: Keep stages provided as standard content in the given folders and do not move them into another folder. Standard content stages are Closed, Final, Flagged as Similar, Follow-up, Initial, Monitoring, Queued, and Rule Created.

Where: Navigator > Resources > Stages

  1. If you are creating a stage, right-click the All Stages group and select New Stage.

    If you are editing a stage, right-click a stage under the All Stages group and select Edit Stage.

  2. In the Stage Editor, enter a name for the stage.

  3. Optional: To add information in the Notes tab, refer to Using Notes.

  4. Click Apply to save your changes and keep the editor open, or click OK to save and close.