Cases can have the following stages. Note that all stages are set automatically as described below, but the investigator can set the stage manually at will.
- Case Opened - the case is automatically set to this stage when it is created.
- Candidate Update - the case is automatically set to this stage when the candidate is invited to complete the PHS.
- PHS Submitted - the case is automatically set to this stage when the candidate successfully submits the PHS.
- Initial Review - the case is automatically set to this stage when the investigator updates the case and the case is current in the PHS Submitted stage.
- In Progress - the case is automatically set to this stage when the investigator invites any third party.
- In Review - the case is automatically set to this stage when any review item is added to the case.
- Closed - the case is never automatically set to this stage and must be set by the investigator.