Change Item State (Vault 2015 Only)

Change the lifecycle state of an item from the Item Actions menu.

Note: This topic applies to Vault 2015. See Change State on Vault Objects with the Vault Client for Vault 2015 R2.

Change an Item Lifecycle State

Only users with Item Editor Level 2, ERP Manager, or Administrator roles can change the state on an item.

1. Right-click an item in the Item Master, and select Change State.
2. Select the lifecycle state for the item.
   Vault 2015 Only–If the item is in the Released State, you can set the effectivity date for the item. Select Set Effectivity to specify the effectivity date.

   Note: The Effectivity feature is available only in Vault 2015. See Edit a Lifecycle State Transition to configure which events occur when a change state is successful in Vault 2015 R2.
3. Click OK.

Tip: You can also change the state of an item by accessing going to Actions > Change State in the item record.