Origin — Solar, Roofing & Generators
Project handoffs

Recording why a project stage changed

A stage change is more useful when its supporting event is visible.

A practical approach

Attach the relevant approval, completed task or documented decision before moving the record. Distinguish administrative cleanup from actual project progress. If the stage was changed in error, correct it transparently and notify anyone who acted on the update. A date alone does not explain what the project is now ready to do.

Put it into practice

  1. Link the supporting event
  2. Distinguish cleanup from progress
  3. Correct errors transparently

General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.

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