- Open the record and review its current status, evidence and available workflow actions.
- Choose the action describing what actually happened, such as Submit, Approve, Complete, Renew or Archive.
- Supply any requested date, reason, approver or other context, then confirm the action.
- Check the resulting status and history. If rejected, read the reason and correct the missing input or obtain the required authority.
Workflow-driven statuses are not generally edited through a dropdown. Other records, such as controls, expose an editable status field. Time-based lifecycle statuses may be maintained by configured compliance jobs. A state change does not automatically send an external notification or carry out the underlying real-world work.