Opportunity Stages provide quick visibility into an investigation’s current status. You can use Opportunity Stages to easily track the progression of your incident review process.

There are five Opportunity Stages:

1. Unassigned: You have created a Jeli opportunity, but you have not assigned an investigator. This can indicate that no one is working on the incident review.
2. Assigned: You have assigned an investigator to an opportunity, showing who is accountable for its completion. Jeli automatically applies this stage once an investigator is assigned.
3. In Progress: The investigator has started working on the opportunity. This stage will be automatically recognized if the investigator has added a marker in the Narrative Builder.
4. In Review: The investigator is seeking feedback on the opportunity from peers that participated in the incident.
5. Completed: Incident responders have reviewed the opportunity and are no longer working on it.

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Legacy Customers

If you created opportunities before this feature existed, Jeli automatically applied either the Assigned or Unassigned stage to those opportunities.

Opportunity Stages Timeline

The Opportunity Stages timeline provides an at-a-glance view of each Jeli opportunity’s status. The timeline is displayed at the top of each opportunity page, highlighting the currently active stage. This can be particularly helpful for executives who want to quickly assess an opportunity's progress.

Manually Move Opportunity Stages

When viewing an opportunity, you can manually update the opportunity stage from the timeline. You can click Previous Step, Next Step or the name of the stage you want to move to.

Filter by Opportunity Stage

You can use the filter on the Opportunities page to select opportunities in a specific stage. This can help you see which opportunities may need additional attention or resources.

1. Navigate to Opportunities and click Add Filter.

2. Select a Dimension to filter by:

   • Stage
   • Tags
   • Start date
   • Key role
   • Participants
   • Duration
   • Event or note content

3. Depending on the dimension you select, enter any additional required criteria.

4. Click OK.

After you have created a filter, optionally click to add more filters. Click Clear all filters to reset your view.

FAQ

Can I customize Opportunity Stages?

Are there any restrictions when moving from one stage to another?