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Review lifecycle item details

Use the lifecycle item detail surface to review key metadata, current stage, and linked tasks for a selected workspace item.

Audience

This guide is designed for project manager.

Steps

Step 1: Open a lifecycle item

Navigate to the relevant workspace area and select a lifecycle item (for example a RAMS or Materials record) to open its detail view.

Open a lifecycle item

Step 2: Review the current lifecycle stage

At the top of the detail view, review the item's current lifecycle stage, including its status label and colour, to understand where it is in the process.

Review the current lifecycle stage

Step 3: Check key metadata fields

Scroll through the details panel to review the metadata fields configured for this lifecycle, such as descriptive information, classifications, and any other recorded attributes.

Check key metadata fields

Step 4: Inspect required information for this stage

Confirm which fields and documents are required for the current stage so you can ensure the item is ready to progress through its lifecycle.

Inspect required information for this stage

Step 5: View linked programme tasks

In the linked items region, review the list of associated programme tasks so you can see how this item connects to wider project activities.

View linked programme tasks


Last updated: 2026-06-12