This topic describes how to change the state of a Performance record, while assigning the state of the event to the appropriate user.
IMPORTANT: You can modify a Performance record in a particular state only if you are an administrator or the assignee for that state.
Steps
Access the Performance record for which you want to change the state.
The current state of the record appears in upper-right corner of the workspace.
Select the button that indicates the current state of the Performance record. For example, if the current state of the Performance record is New, select the New button.
A menu appears, displaying the operation that you can perform on the Performance record to change its state.
Select the necessary operation that will change the state of the Performance record, and then select Done. For example, if you want to change the state of the Performance record from New to In Progress, select Create, and then select Done.
Note: You can view the states assigned to various users by selecting the Manage State Assignments. If not already done, you can assign the next state of the event to the appropriate user, and then select Done.
The state of the Performance record is changed.
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