Stage
A stage is used to represent a phase of the case. Every plan item is contained in a stage and cannot become Available until its containing stage becomes Active.
Active Stage
As discussed here, a stage becomes Active as soon as it is Available, which occurs when its containing stage becomes active and any entry criteria are satisfied.
Stage Attributes
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Required: The stage must be completed for its containing stage to be completed
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Manual activation: Once enabled, the stage is waiting for a manual activation to become activated, instead of becoming automatically activated as soon as it is enabled
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Repeat: A stage set to be repeatable can have multiple instances created
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Auto complete: The stage is automatically completed when all its required plan items are completed
Completed Stage
Conditions for stage completion depend on various attributes.
A stage transitions from Active to Completed…
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… automatically when marked Autocomplete AND no contained plan items are Active AND all contained plan items marked Required are Completed or Terminated OR…
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… manually by case worker action when no contained plan items are Active AND all contained plan items marked Required are either Completed or Terminated.