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How to advance a Best Practice into the next stage/phase?

Angad Singh avatar
Written by Angad Singh
Updated over 4 months ago

Step 1

Useful Facts!

A user can only advance a Best Practice into next stage in the Best Practice detail view.

Open the Best Practice in which you wish to advance into the next stage/phase in detail view.

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Step 2

Navigate and click on the Advance To button on the extreme right corner to expand the drop down options.


Step 3

Select from the dropdown options.

Smart Connections

The options available in drop down menu will depend upon the workflow attached to the Best Practice.

The rules, transitions and specifications in the workflow dictate the analysis of values and opens up options under the Advance To tab to proceed a Best Practice further.

Wish to learn more about workflow module? Follow below!


Congratulations! We have successfully learned how to advance a Best Practice into the next stage/phase!


With this we have concluded the details and implementation section that cover editing, augmenting and proceeding a Best Practice.

The last field i.e. the Activity Field records documentation data about a Best Practice and let’s users interact through a comment box!

Let’s move ahead and learn about the Activity Field!

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