1- Create 4 new date fields

Assessment Date

Validation Date

Entry Market Date

Commercial Date

2- create a new section “Stage Gate Milestones“ and add the new fields created above into this section.

Place the section at the end of the page (as the last section).

3- automation rules on Stage

Rule: only the process owner, in this case, Martina Ceribelli can move back in stage progress

FYI Jira

Some committees are organized by SpP to fill in all information. There is not one only person responsible of filling in the MGP fields.

Before being able to complete step 2, you first have to fill in the step 1. When one step is filled in, you can go to the next step: the status changes but also the page layout. Each time the status changes, an email alert is sent to the managers of each market cluster + to the process owners (Martina & Chiara). The initial list is available here. In case the process owners change in the future, the public groups will have to be updated.

Also, when the stage changes, the date is automatically populated on the system information part ("Gate 1 - Actual Date" when the user save the first step for example).

The end use is updated automatically each night by batch. Please refer to the end use object to see the source of the data. As a reminder, end uses are uploaded every month by the GBU Data Steward (Sarah CHATTIN) in iCare, just before uploading the Realized Sales records.  

No, users can't go back to a previous stage. They have to ask an admin user or the GBU data steward to do it. It work the same in case the MGP is marked as dead.

Admin users can see all list views but SpP users can't. The visibility is based on the public group mentioned on the first Q&A.