R-02 - Task statuses and workflow reference

Description: Task statuses, the New Project Request task workflow, and checklist visibility.

Type: Reference guide.

Task statuses:

• Created
• In Progress
• On Hold - set automatically when a query is raised against the task. On-hold tasks can still be opened. A Bloom task cannot be completed until all open queries against it are resolved; a buyer can complete an on-hold task assigned to them.
• Completed

New Project Request task workflow (task - assignee - checklists visible):

1. Submit New Project Request - Buyer - N/A
2. Initial New Project Request Review - Q&C - Q&C checklist (editable, all answers mandatory)
3. Validate Buyer Call Off - Account Manager - N/A
4. Register New Suppliers - Customer Experience - N/A
5. Review and Resolve New Project Request Findings - PBP - PBP checklist (editable, all answers mandatory); Q&C checklist (read-only, previous answers)
6. Review Project Request Feedback - Buyer (Project Owner) - N/A
7. Approve Project Request - Q&C - Q&C checklist (editable, with previous answers, all mandatory); Priority checklist (editable, non-mandatory); PBP checklist (read-only, previous answers)

Checklist cross-visibility:

• The initial Q&C task displays only the Q&C checklist.
• For all other tasks, both checklists are visible: a Q&C user sees the PBP checklist in read-only, and a PBP user sees the Q&C checklist in read-only. Each user can only edit their own checklist.

Related guides: B-10, R-03