About State Management for Primary Events

When you are working with Primary Event records, you can use state management to facilitate a workflow that tracks the progress of the events. When you access a Primary Event, options appear that you can use to manage the states for Primary Events. You can follow the standard procedure for managing record states. The following baseline record states are configured for the Primary Event family:

New: Indicates that a new Primary Event is created. You can modify or delete a Primary Event that is in this state.
In Progress: Indicates that the Primary Event is ready to be proposed to the supervisor. You can modify or delete a Primary Event that is in this state.
Pending Review: Indicates that the Primary Event needs to be reviewed. You can modify or delete a Primary Event that is in this state.
Reviewed: Indicates that the Primary Event has been reviewed and is awaiting Unit approval. You can modify or delete a Primary Event that is in this state.
Unit Approved: Indicates that all the data in a GAA Unit associated with the Primary Event has been approved. You can modify or delete a Primary Event that is in this state.
Approved: Indicates that the Primary Event has been approved and is ready to be submitted to NERC. After the state of a Primary Event is changed to Approved, you cannot modify or delete the Primary Event.

Illustration of Primary Events State Configuration

State Management Primary Event

Reserved States and Operations

The following table lists the baseline states and operations and indicates which of these states and operations are reserved. You cannot remove or modify reserved states or operation. You can, however, add your own states and operations to the State Configuration.

State	Is Reserved?
New	No
In Progress	Yes
Pending Review	No
Reviewed	No
Unit Approved	Yes
Approved	Yes

Operation	Is Reserved?
Create	Yes
Propose to Supervisor	Yes Note: You can rename the Propose to Supervisor operation but cannot remove it.
Reject	Yes Note: You can rename the Reject operation but cannot remove it.
Approve	No
Rework	No
Unit Approval	Yes
Revise	Yes Note: You can rename the Revise operation but cannot remove it.
Corporate Approved	Yes
Alter	Yes

State Configuration Roles

The following table lists the baseline states and indicates which State Configuration Roles are assigned to each state and corresponding operation:

State	Operation	Primary Role	Optional Role
New	Create	MI GAA Operator	MI GAA Supervisor MI GAA Analyst MI GAA Administrator
In Progress	Propose to Supervisor	MI GAA Operator	MI GAA Supervisor MI GAA Analyst MI GAA Administrator
Pending Review	Approve	MI GAA Supervisor	MI GAA Analyst MI GAA Administrator
Pending Review	Reject	MI GAA Operator	MI GAA Analyst MI GAA Administrator
Reviewed	Unit Approval	MI GAA Analyst	MI GAA Administrator
Reviewed	Rework	MI GAA Supervisor	MI GAA Administrator
Unit Approved	Corporate Approved	MI GAA Administrator	N/A
Unit Approved	Revise	MI GAA Analyst	N/A
Approved	Alter	MI GAA Administrator	N/A