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Manage lifecycle contextual call-to-action buttons

Use lifecycle contextual call-to-action (CTA) buttons to launch key workflows and understand when and why certain actions are unavailable.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the lifecycle contextual CTAs panel​

Navigate to the area of the application where lifecycle contextual CTAs are displayed so you can see the available actions for the current record or workflow.

Open the lifecycle contextual CTAs panel

Step 2: Run an available RAMS audit​

Select the "Run RAMS audit" button when it is active to launch the guided RAMS compliance audit task; your click immediately starts the associated workflow.

Run an available RAMS audit

Step 3: Understand why a CTA is disabled​

When the "Run RAMS audit" button is disabled, review the on-screen disabled hint text shown directly beneath or beside the button to understand why it cannot be used and what to do instead.

Understand why a CTA is disabled

Step 4: Follow the suggested alternative action​

If you have no IU credits left, use the suggested route such as "Record a review" to pass or fail the RAMS manually, ensuring the process can still move forward.

Follow the suggested alternative action

Step 5: Use other available CTAs when some are disabled​

When one CTA is unavailable, select any other active buttons such as "Record a review" to continue with alternative workflows without interruption.

Use other available CTAs when some are disabled

Last updated: 2026-08-31