What you will achieve

You will create a work item, confirm its lifecycle stage, review the artefacts required for its first gate, and follow the approval or rejection outcome.

Before you begin

  • You are a member of the workspace, with a persona assigned.
  • You can reach SOCM Command Center on the web or in the desktop application.

Create and move the item

  1. 01

    Open SOCM Command Center

    Choose the SOCM Command Center tile, or go to the Action Board directly.

  2. 02

    Create an epic or story

    Use the creation action on the board and provide the required details.

  3. 03

    Confirm the lifecycle stage

    Verify that the item starts in the expected stage and that ownership and review context are visible.

  4. 04

    Review required artefacts

    For Gate 1, inspect the PRD and HLD shown on the item. Missing artefacts are created through the lifecycle commands in SOCI Cockpit.

  5. 05

    Submit for review

    Move the item into the applicable gate workflow and confirm which reviewer slots are required.

  6. 06

    Record the decision

    A reviewer approves or rejects. A rejection must name the reason and the change needed.

  7. 07

    Continue or revise

    Progress to the next stage when the requirements are met, or update the work and resubmit after a rejection.

Verify the result

  • The work item is visible in the expected board view.
  • The current stage and per-gate state are unambiguous.
  • Required artefacts can be opened by the reviewer.
  • The reviewer decision, and the rejection reason when applicable, are visible.
  • The item appears in the right tab of the Reviews screen for whoever must act next.