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Administrator Guide
Last Updated: 2023-11-17
Create Award Lifecycle Status Update Rules

Create Award Lifecycle Status Update Rules

Security:
Set Up: Grants Management
 domain in the Grants Management functional area.
You can create rules to update award lifecycle statuses based on award or award line dates, or on award task statuses. Workday uses these rules to update award lifecycle statuses when you run the
Schedule Mass Update for Award Lifecycle Status
 task and select the
Using Update Rules
 option.
  1. Access the
    Maintain Award Lifecycle Status Update Rules
     task.
  2. As you complete the task, consider:
    Option Description
    Evaluation Order
    • Rules apply from top to bottom.
    • When any rules overlap, the lower rule overrides the higher rule.
    • Changes you make to a higher rule can influence how subsequent rules apply to the award.
    Applies To
    Select when the rule applies to the award header or to the award lines. When you select
    Line Status
    , the
    Award Life Line
     option becomes available in the
    Relative To
     column.
    Based On
    Select
    Dates
     to configure rules based on:
    • Award Schedule Life.
    • Award Contract Period.
    • Award Line Life (only available for line status rules.)
    Select
    Award Tasks
     to create rules based on the award task types and applicable statuses. This option activates the
    Award Tasks
     column.
    Time
    When you schedule mass updates for award lifecycle statuses, Workday updates the status when the run date meets the conditions set by this field, relative to these settings:
    • Before or After
    • Start or End Date
    • Relative to
    Workday evaluates each date rule on the day the mass update is run, and only updates lifecycle statuses of rules that evaluate to true on the date of the run.
    Example: To update the award line lifecycle status within 30 days before the award line end date. Set:
    • Number of Days
      :
      30
    • Before or After
      :
      On or Before Date
    • Start or End Date
      :
      End Date
    • Relative to
      :
      Award Line Life
    Workday updates the award lifecycle status for this row when mass update is run anytime during the last 30 days of the award line life.
    The award lifecycle status doesn’t change when:
    • You schedule the mass update to run outside of the date range of a date rule.
    • There's an error within the rules for an award. You can use the
      Award Lifecycle Status Mass Updates
       audit report to check for errors.