Gamification 1.1.0.0

Release Notes - Gamification 1.1.0.0

Added

• Gamification Module: 6 entities with 99+ fields supporting behavioral reinforcement through games, activities, and achievements
  • Game Definition: Game, Game Activity, Game Achievement
  • Participation & Tracking: Game Participant, Game Participant Activity, Game Participant Achievement
• Choice Sets: 11 global option sets including game types, participation models, activity types, achievement types, award criteria types, participant types, recognition status, and workflow stages
• Baseline Forms and Views: Initial configuration for all 6 entities

Changed

• Status Field Refactoring: Replaced 5 legacy status-specific choice fields with standardized Stage workflow patterns and Core reusable statuses (Item Validation Status, Item Decision Status, Item Disposition)

Removed

• Legacy choice fields: Gamification Game Status, Gamification Participation Status, Gamification Activity Record Status, Gamification Verification Status, Gamification Achievement Record Status — replaced with Stage and Core status fields

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Financial Management 1.1.0.0

Release Notes - Financial Management 1.1.0.0

Added

• Financial Management Module: 14 entities with 246+ fields supporting end-to-end procure-to-pay lifecycle from budget planning through payment execution
  • Budget & Control: Budget, Budget Line Item, Financial Funding Source, Financial Classification
  • Procurement: Purchase Request, Purchase Request Item, Procurement Package
  • Contract Management: Contract, Contract Amendment, Contract Line, Contract Deliverable, Contract Milestone
  • Financial Execution: Financial Commitment, Purchase Order, Purchase Order Line, Payment
• Choice Sets: 20 global option sets including funding source types, classification types, procurement methods, contract types and pricing structures, commitment types, and workflow stages for budget, procurement, contract, and payment processes
• Baseline Forms and Views: Initial configuration for all 14 entities

Changed

• Status Field Refactoring: Replaced 7 legacy status-specific choice fields with standardized Stage workflow patterns and Core reusable statuses (Item Decision Status, Item Validation Status, Item Acceptance Status, Payment Status)

Removed

• Legacy choice fields: Budget Status, Request Status (for Purchase Requests), Procurement Status, Agreement Status (for Contracts), Financial Commitment Status, Purchase Order Status, Contract Deliverable Status — replaced with Stage and Core status fields

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Event Management 1.1.0.0

Release Notes - Event Management 1.1.0.0

Added

• Event Management Module: 10 entities with 127+ fields supporting complete event lifecycle from planning through execution
  • Core entities: Event, Event Type, Event Track
  • Planning: Event Request (planned for future implementation)
  • Participation: Event Participant, Event Session Participant
  • Schedule: Event Session
  • Content: Event Entry (presentations, posters, submissions)
  • Support: Event Sponsor
• Choice Sets: 6 global option sets including participant types, session roles, session types, sponsorship levels, and sponsorship types
• Baseline Forms and Views: Initial configuration for 8 implemented entities

Changed

• Status Field Refactoring: Replaced Event Status with Event Stage workflow pattern for improved lifecycle tracking

Removed

• Legacy choice field: Event Status — replaced with Event Stage

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Dispute Resolution 1.1.0.0

Release Notes - Dispute Resolution 1.1.0.0

Added

• Dispute Resolution Module: 13 entities with 148+ fields covering complete lifecycle from intake through investigation, mediation, determination, and appeals
  • Core entities: Dispute, Dispute Intake, Dispute Issue, Dispute Investigation, Dispute Finding
  • Process entities: Dispute Mediation, Dispute Appeal, Dispute Determination, Dispute Corrective Action
  • Supporting entities: Dispute Party, Dispute Evidence, Dispute Interview, Dispute Referral
• Choice Sets: 17 global option sets including workflow stages for each process (Intake, Investigation, Mediation, Appeal, Determination, Referral), dispute types, evidence categories, investigation types, party roles, and outcome types
• Baseline Forms and Views: Initial configuration for all 13 entities

Changed

• Status Field Refactoring: Replaced 8 legacy status-specific choice fields with standardized Stage workflow patterns and Core reusable statuses (Item Decision Status, Item Completion Status, Item Disposition, Finding Result)

Removed

• Legacy choice fields: Dispute Status, Dispute Appeal Status, Dispute Corrective Action Status, Dispute Intake Status, Dispute Investigation Status, Dispute Mediation Status, Dispute Referral Status, Dispute Finding Type — replaced with Stage and Core status fields

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Investigations 1.1.0.0

Release Notes - Investigations 1.1.0.0

Added

Core Case Management

• Investigation: Created table to track legal matters with case identification, classification, lifecycle status, investigative team assignments, location/jurisdiction details, budget/hours tracking, legal authority references, disposition, and closure documentation
• Investigation Intake: Created table to capture initial allegations and referrals with reporter details, screening workflow, disposition tracking, and conversion to formal investigations
• Investigation Allegation: Created table to document specific claims within cases including subjects, impacted parties, policy/regulation violations, monetary impact, and severity levels
• Investigation Issue: Created table to structure examination questions, policy elements, and control areas with analysis and conclusions
• Investigative Type: Created table to classify investigations by primary taxonomy (Fraud, Misconduct, Safety, Data Breach) with default priorities and review requirements
• Investigative Category: Created table for secondary classification supporting hierarchical categorization and reporting
• Investigation Related Cases: Created table to link cases together with relationship types (duplicate, predecessor, parallel, systemic)

Parties & Locations

• Investigation Party: Created table to manage persons and organizations involved in cases with roles, confidentiality levels, contact tracking, and protection status
• Investigative Party Role: Created table to define allowable party roles (subject, witness, etc.) with notification requirements
• Investigation Location: Created table to track physical and virtual locations relevant to cases with access details and relevance documentation

Planning & Work

• Investigation Plan: Created table to document scope, objectives, methodology, milestones, resource requirements, risk considerations, and approval workflow

Evidence Management

• Evidence Item: Created table to catalog collected materials with chain-of-custody verification, digital hash tracking, storage locations, and security classifications
• Evidence Type: Created table to classify evidence by category with special handling and retention requirements
• Evidence Link: Created table to associate evidence with allegations, issues, interviews, findings, and tasks
• Evidence Custody Record: Created table to maintain chain-of-custody audit trail documenting transfers, handling, condition changes, and seal integrity
• Evidence Access Log: Created table to track who viewed, downloaded, or accessed evidence items with IP addresses and audit details
• Evidence Storage Location: Created table to define physical and digital storage facilities with access controls, custodians, and security levels

Interviews

• Investigation Interview: Created table to manage interview sessions with scheduling, recording authorization, transcripts, key statements, and follow-up tracking
• Investigation Interview Participant: Created table to link participants to interviews with roles (interviewer, witness, observer, counsel) and attendance confirmation

Analysis & Results

• Investigation Finding: Created table to document formal conclusions regarding allegations/issues with substantiation status, evidence summary, monetary impact, and referral requirements
• Investigation Recommendation: Created table to propose corrective actions with management responses, implementation status, estimated costs, and priority tracking
• Investigation Corrective Action: Created table to assign and track remediation actions with owners, due dates, verification workflow, and progress documentation
• Investigation Outcome: Created table to capture overall case resolution with disposition summary, statistics on substantiated allegations, lessons learned, and approval workflow
• Investigation Recovery Record: Created table to track recovered funds, assets, restitution, and recoveries with payment references and disposition details

Reporting & External Coordination

• Investigation Report: Created table to manage formal written reports with version control, distribution tracking, approval workflow, and security classification
• Investigation Referral: Created table to record referrals to/from internal and external entities with response tracking and status management
• Investigative Referral Type: Created table to define referral categories (Legal, Law Enforcement, Regulator, HR) with standard response times

Choice Fields

• Investigation Status: Configured choice field (Intake, Screening, Open, Active Investigation, Analysis, Report Writing, Pending Review, Pending Closure, Closed, Suspended, Referred Out)
• Investigation Intake Status: Configured choice field (Received, Under Review, Screened, Assigned, Converted to Investigation, Declined, Referred, Duplicate)
• Investigation Screening Status: Configured choice field (Pending Screening, Under Review, Approved for Investigation, Declined, Referred)
• Investigation Intake Disposition: Configured choice field (Proceed with Investigation, Decline - Insufficient Evidence, Decline - Outside Scope, Refer to Other Entity, Duplicate Case, Already Resolved, Administrative Closure)
• Investigation Allegation Type: Configured choice field (Fraud, Theft, Misuse of Resources, Conflict of Interest, Ethics Violation, Safety Violation, Security Breach, Policy Violation, Misconduct, Discrimination, Harassment, Retaliation, Quality Defect, Environmental Violation)
• Investigation Allegation Status: Configured choice field (Pending Investigation, Under Investigation, Substantiated, Unsubstantiated, Inconclusive, Not Investigated, Withdrawn)
• Investigation Issue Type: Configured choice field (Policy Compliance, Control Effectiveness, Procedural Adherence, Documentation Adequacy, Authorization, Accountability, Transparency)
• Investigation Location Type: Configured choice field (Incident Site, Interview Location, Evidence Location, Subject Location, Facility, System Environment)
• Investigation Evidence Status: Configured choice field (Collected, In Custody, Under Analysis, Released, Archived, Destroyed)
• Investigation Evidence Category: Configured choice field (Documentary, Physical, Digital, Testimonial, Demonstrative)
• Investigation Evidence Link Type: Configured choice field (Supports Allegation, Contradicts Allegation, Relevant to Issue, Discussed in Interview, Basis for Finding, Referenced in Task)
• Investigation Custody Event Type: Configured choice field (Initial Collection, Transfer, Analysis, Viewing, Copying, Return, Release, Archival, Destruction)
• Investigation Interview Type: Configured choice field (Subject Interview, Witness Interview, Expert Interview, Follow Up Interview, Recorded Statement)
• Investigation Interview Participant Role: Configured choice field (Primary Interviewer, Co-Interviewer, Witness, Subject, Legal Counsel, Observer, Interpreter)
• Investigation Finding Type: Configured choice field (Allegation Finding, Policy Finding, Control Finding, Compliance Finding, Systemic Finding)
• Investigation Recommendation Type: Configured choice field (Disciplinary Action, Process Improvement, Policy Change, Control Enhancement, Training, System Modification, Management Action)
• Investigation Corrective Action Type: Configured choice field (Immediate Correction, Process Change, Policy Update, Training, Disciplinary Action, System Enhancement, Monitoring)
• Investigation Outcome Type: Configured choice field (Administrative Closure, Investigative Completion, Referral, Settled, Withdrawn)
• Investigation Overall Disposition: Configured choice field (Substantiated, Partially Substantiated, Unsubstantiated, Inconclusive, Unfounded, Referred, Administrative Closure)
• Investigation Recovery Type: Configured choice field (Monetary Recovery, Asset Recovery, Restitution, Fee or Penalty, Civil Settlement, Cost Savings)
• Investigation Recovery Status: Configured choice field (Identified, Pending Collection, Partial Recovery, Fully Recovered, Uncollectible, Written Off)
• Investigation Recovery Method: Configured choice field (Payment, Payroll Deduction, Asset Seizure, Legal Settlement, Insurance Claim, Voluntary Return)
• Investigation Referral Category: Configured choice field (Internal Department, Legal Counsel, Law Enforcement, Regulatory Agency, Inspector General, Human Resources, External Auditor)
• Investigation Adjudication Type: Configured choice field (Administrative, Civil, Criminal, Not Applicable)

User Interface Configuration

• Investigation: Configured baseline Main form and Active view
• Investigation Intake: Configured baseline Main form and Active view
• Investigation Allegation: Configured baseline Main form and Active view
• Investigation Issue: Configured baseline Main form and Active view
• Investigative Type: Configured baseline Main form and Active view
• Investigative Category: Configured baseline Main form and Active view
• Investigation Related Cases: Configured baseline Main form and Active view
• Investigation Party: Configured baseline Main form and Active view
• Investigative Party Role: Configured baseline Main form and Active view
• Investigation Location: Configured baseline Main form and Active view
• Investigation Plan: Configured baseline Main form and Active view
• Evidence Item: Configured baseline Main form and Active view
• Evidence Type: Configured baseline Main form and Active view
• Evidence Link: Configured baseline Main form and Active view
• Evidence Custody Record: Configured baseline Main form and Active view
• Evidence Access Log: Configured baseline Main form and Active view
• Evidence Storage Location: Configured baseline Main form and Active view
• Investigation Interview: Configured baseline Main form and Active view
• Investigation Interview Participant: Configured baseline Main form and Active view
• Investigation Finding: Configured baseline Main form and Active view
• Invest...

Court Case Management 1.2.1.0

Release Notes - Court Case Management 1.2.1.0

Added

User Interface

• Court Case: Configured Main form (Information) and Active view for case management
• Court Case Decision: Configured Main form (Information) and Active view for judicial rulings
• Court Case Docket Entry: Configured Main form (Information) and Active view for docket log entries
• Court Case Filing: Configured Main form (Information) and Active view for document submissions
• Court Case Hearing: Configured Main form (Information) and Active view for scheduled court appearances
• Court Case Order: Configured Main form (Information) and Active view for court directives
• Court Case Party: Configured Main form (Information) and Active view for party management
• Court Case Representation: Configured Main form (Information) and Active view for attorney-client relationships
• Court Case Work Item: Configured Main form (Information) and Active view for internal staff tasks
• Court Session: Configured Main form (Information) and Active view for court calendar blocks

Court Case Management 1.2.0.0

Release Notes - Court Case Management 1.2.0.0

Added

Case Management

• Court Case: Created table to track legal matters with case number/title, case type/stage, priority, filing/close dates, judicial district, assigned judge, court location, related cases, security classification, settlement tracking, jury trial flags, and case relationships
• Court Case Decision: Created table to record judicial rulings with decision number/title, decision type/date, deciding official, related hearing/filing, final decision flag, overall result, appeal status, publication status, legal authority, supporting documents, and legal reasoning
• Court Case Docket Entry: Created table for chronological case activity log with entry number, entry date/time, entry type, filed by party/organization, related filing/hearing/order/decision, security classification, public record flag, supporting documents, and descriptions

Documents & Filings

• Court Case Filing: Created table to manage document submissions with filing number/title, filing type, filing date/time, filed by party/person, approval status, priority, response tracking, filing fees, payment status, document reference, page count, electronic filing flag, organization unit, and descriptions

Hearings & Proceedings

• Court Case Hearing: Created table for scheduled appearances with hearing number/title, hearing type, scheduled/actual dates, duration, court case/session, presiding official, court reporter, location, participation mode, hearing stage, overall result, attendance status, priority, sealed hearing flag, recording/transcript availability, and notes
• Court Session: Created table for court calendar blocks with session number/title, session type/date, start/end times, presiding official, court reporter, bailiff, location, courtroom number, court organizational unit, operational status, participation mode, capacity, public/emergency session flags, and session notes

Orders & Compliance

• Court Case Order: Created table for formal court directives with order number/title, order type, issue/effective/expiration dates, court case, related decision, issuing official, order stage, priority, responsible party, compliance due date/status, compliance requirement, supporting document, temporary order flag, appeal status, and compliance notes

Parties & Representation

• Court Case Party: Created table to link persons/organizations to cases with party role/type, person/account references, start/end dates, primary party flag, party status, representation requirements, pro se flag, contact methods, notification details, service address, and descriptions
• Court Case Representation: Created table for attorney-client relationships with court case/party, representative person/organization, representation type, start/end dates, operational status, lead counsel flag, bar number/state, admission date, pro hac vice flag, contact information, and descriptions

Internal Work Management

• Court Case Work Item: Created table for staff task tracking with work item number/title, court case, work item type, general category, priority, action status, assignment details, due/completion dates, organization unit, estimated/actual hours, related filing/hearing/order/decision, supporting documents, and resolution notes

Choice Fields

• Court Case Stage: Configured choice field (Filed, Active, In Hearing, Under Review, Pending Decision, Decided, Appealed, Closed, Dismissed, Settled)
• Court Case Type: Configured choice field (Civil, Criminal, Family, Probate, Juvenile, Traffic, Small Claims, Administrative, Bankruptcy, Appeals)
• Court Decision Type: Configured choice field (Preliminary Ruling, Interlocutory Order, Summary Judgment, Final Judgment, Verdict, Sentencing, Dismissal, Default Judgment, Consent Decree)
• Court Docket Entry Type: Configured choice field (Filing Received, Hearing Scheduled, Hearing Held, Order Issued, Decision Rendered, Party Added, Motion Filed, Evidence Submitted, Continuance Granted, Status Update)
• Court Filing Type: Configured choice field (Complaint, Answer, Motion, Brief, Affidavit, Exhibit, Notice, Stipulation, Petition, Response, Reply, Memorandum)
• Court Hearing Type: Configured choice field (Initial Appearance, Arraignment, Pre-Trial Conference, Motion Hearing, Trial, Sentencing, Status Conference, Settlement Conference, Evidentiary Hearing, Appeals Hearing)
• Court Hearing Stage: Configured choice field (Scheduled, Preparation, Called to Order, In Session, Recessed, Continued, Under Deliberation, Decision Issued, Recorded, Closed)
• Court Order Type: Configured choice field (Temporary Order, Permanent Order, Protective Order, Restraining Order, Consent Order, Default Order, Enforcement Order, Modification Order, Show Cause Order, Dismissal Order)
• Court Order Stage: Configured choice field (Drafting, Under Review, Ready for Issuance, Issued, Entered on Record, Served / Notified, Effective, Monitoring Compliance, Satisfied, Closed)
• Court Party Role: Configured choice field (Plaintiff, Defendant, Petitioner, Respondent, Claimant, Appellant, Appellee, Intervener, Amicus Curiae, Third Party)
• Court Party Type: Configured choice field (Individual, Corporation, Partnership, Government Entity, Non-Profit Organization, Trust, Estate, Minor, Guardian, Conservator)
• Court Representation Type: Configured choice field (Retained Counsel, Court Appointed Counsel, Public Defender, Guardian Ad Litem, Legal Guardian, Conservator, Power of Attorney, Pro Bono Counsel, Special Counsel)
• Court Work Item Type: Configured choice field (Document Review, Filing Processing, Hearing Preparation, Order Preparation, Correspondence, Research, Scheduling, Notification, Compliance Check, Case Closure)
• Court Session Type: Configured choice field (Regular Session, Special Session, Emergency Session, Settlement Conference, Status Conference, Calendar Call, Motion Docket, Trial Docket)

Sample Data

• Created sample data for all 11 tables demonstrating typical court case workflows, party relationships, hearing schedules, filing processes, and compliance tracking

Changed

Core 1.1.2.0

Release Notes - Core 1.1.2.0

Added

New Choice Fields

• Participation Mode: Configured choice field for engagement method tracking (In Person, Virtual, Hybrid)
• Scheduled Event Status: Configured choice field for event lifecycle tracking (Scheduled, In Progress, Completed, Cancelled, Rescheduled)
• Consideration Status: Configured choice field for application/submission workflows (Submitted, Under Review, Accepted, Rejected, Waitlisted, Withdrawn, Confirmed)
• Item Lifecycle Status: Configured choice field for record workflow entry status (Draft, Submitted, Complete)
• Item Decision Status: Configured choice field for decision outcomes (Pending, Approved, Rejected, Deferred, Canceled)
• Item Completion Status: Configured choice field for work progress tracking (Not Started, Planned, In Progress, Blocked, Completed)
• Item Validation Status: Configured choice field for verification workflows (Not Required, Pending Validation, Validated, Failed Validation)
• Item Disposition: Configured choice field for record end states (Completed, Accepted, Rejected, Withdrawn, Duplicate, Superseded, Amended, Canceled)
• Item Assignment Status: Configured choice field for responsibility tracking (Unassigned, Assigned, Accepted, Declined)
• Item Readiness Status: Configured choice field for readiness assessments (Fully Ready, Partially Ready, Marginally Ready, Not Ready)
• Geographic Scope: Configured choice field for geographic coverage (National, Regional, State, County, City, District, Single Location, Multiple Locations)
• Item Performance Rating: Configured choice field for performance evaluations (Exceeds Standards, Meets Standards, Partially Meets Standards, Does Not Meet Standards, Needs Improvement)
• Item Acceptance Status: Configured choice field for acceptance workflows (Pending, Accepted, Accepted with Modifications, Rejected, Deferred)

Changed

Choice Field Enhancements

• Payment Status: Added three new values (Not Required, Waived, Complimentary) to support non-payment scenarios and payment exemptions

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HR Administration 1.1.1.0

Release Notes - HR Administration 1.1.1.0

Added

Forms & Views

• HR Position: Configured baseline form and views for position management
• HR Position Assignment: Configured baseline form and views for employee-position linkages
• HR Position Description: Configured baseline form and views for version-controlled position descriptions
• HR Job Classification: Configured baseline form and views for job role definitions
• HR Employment Action: Configured baseline form and views for personnel actions tracking
• HR Action Type: Configured baseline form and views for action category reference
• HR Employment Milestone: Configured baseline form and views for career milestone tracking
• HR Disciplinary Action: Configured baseline form and views for incident management
• HR Request: Configured baseline form and views for generic employee requests
• HR Time Off Request: Configured baseline form and views for leave request management
• HR Time Off Entry: Configured baseline form and views for individual leave date tracking
• HR Overtime Entry: Configured baseline form and views for overtime tracking
• HR Telework Request: Configured baseline form and views for telework arrangement management
• HR Workplace Accommodation: Configured baseline form and views for accommodation request workflow
• HR Employee Declaration: Configured baseline form and views for employee attestation tracking
• HR Leave Donation: Configured baseline form and views for leave transfer management

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Core 1.1.1.0

Release Notes - Core 1.1.1.0

Added

Entity Field Enhancements

• Organization Initiative: Added Lifecycle Stage choice field for tracking initiative progression through planning, initiation, active, on hold, complete, cancelled, and archived stages
• Risk Item: Added Likelihood choice field (Degree) for assessing probability of risk occurrence
• Risk Item: Added Severity choice field (Degree) for measuring potential impact magnitude
• Risk Item: Added Overall Risk Level choice field (Degree) for composite risk rating
• Impact: Added Severity choice field (Degree) for quantifying impact magnitude

New Choice Fields

• Party Type: Configured choice field for classifying entities (Individual, Organization, Department, External Entity)
• Cooperation Status: Configured choice field for tracking party engagement (Identified, Contacted, Cooperative, Uncooperative, Unavailable, Declined to Participate)
• Finding Status: Configured choice field for assessment/investigation finding lifecycle (Draft, Under Review, Finalized)
• Finding Result: Configured choice field for outcome determination (Substantiated, Partially Substantiated, Unsubstantiated, Inconclusive, No Finding, Unable to Determine)
• Recommendation Status: Configured choice field for tracking recommendations from audits/reviews (Draft, Submitted, Under Review, Acknowledged, Accepted, Rejected, Implemented, Withdrawn, Closed)
• Report Type: Configured choice field for report categorization (Final Report, Interim Report, Summary Report, Statistical Report, Public Report, Internal Report, Executive Report)
• Referral Direction: Configured choice field for referral flow tracking (Outgoing, Incoming)
• Access Type: Configured choice field for resource/system access types (View, Download, Copy, Analysis, Administrative)
• Storage Type: Configured choice field for storage location categorization (Physical Storage, Secure Vault, Digital Repository, Cloud Storage, External Archive, On-Site Storage, Off-Site Storage)
• Case Relationship Type: Configured choice field for defining case relationships (Duplicate, Related, Predecessor, Successor, Parallel, Systemic Issue, Similar Pattern)
• Appeal Status: Configured choice field for appeal process tracking (Submitted for Appeal, Appeal Denied, Appeal Granted, Appeal Partially Granted, Remanded for Review, Withdrawn)
• Attendance Status: Configured choice field for meeting/event attendance (Expected, Confirmed, Attended, Partially Attended, No Show, Excused Absence, Late, Cancelled)
• Term Status: Configured choice field for time-based period tracking (Upcoming, Current, Extended, Shortened, Completed, Suspended, Cancelled, Renewed)
• Issue Resolution Status: Configured choice field for issue/incident lifecycle (New, In Review, Confirmed Issue, Resolved, Mitigated, No Action Required, Closed as Unresolved)
• Pass Fail Status: Configured choice field for quality assurance outcomes (Passed, Passed with Notes, Failed)
• Degree: Configured choice field for granular rating scale (Extreme, High, Medium, Low, Minimal, None)
• Simple Degree: Configured choice field for simplified rating (High, Medium, Low)

Changed

Choice Field Consolidation & Refactoring

• Issue Status → Replaced with Issue Resolution Status for more comprehensive issue lifecycle tracking
• Method of Receipt → Replaced with Method of Contact for unified communication channel tracking
• Interview Status → Replaced with Schedule Status for broader scheduling applicability
• High Medium Low → Replaced with Degree and Simple Degree for flexible rating granularity
• Schedule Status → Refactored into specialized choice fields: Action Status, Attendance Status, or Term Status based on context
• Request Status → Merged into Approval Status to consolidate approval workflow tracking
• Plan Status → Replaced with Publication Status for alignment with document lifecycle states
• Referral Status (old) → Merged into Recommendation Status for unified recommendation/referral tracking
• Participation Status → Renamed to Cooperation Status for clearer semantics regarding party engagement
• Operational Status → Replaced with Lifecycle Stage choice field or Is Active boolean field based on entity requirements

Removed

The following choice fields were deprecated as part of the consolidation effort:

• Issue Status (replaced by Issue Resolution Status)
• Method of Receipt (replaced by Method of Contact)
• Interview Status (replaced by Schedule Status)
• High Medium Low (replaced by Degree/Simple Degree)
• Schedule Status (refactored into Action Status, Attendance Status, Term Status)
• Request Status (merged into Approval Status)
• Plan Status (replaced by Publication Status)
• Referral Status (merged into Recommendation Status)
• Participation Status (renamed to Cooperation Status)
• Operational Status (replaced by Lifecycle Stage or Is Active field)

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