Ascend to Physician Strategy Suite Record Mapping
Product Guide Library > PRM > Ascend to PSS Record Mapping
People Records
| Ascend Field | — | Ascend Field Options | — | PSS Field | — | PSS Field Options | — | Notes |
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Type | Advanced Care Practitioner, General Contact, Office Staff, Physician, Recruiting Candidate | Type | Advanced Practice Provider, Allied Health Professional, Other, Physician, Staff | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Created Date/By | — | Created Date/By | — | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Last Updated | — | Modified Date/By | — | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Specialty | Ascend system list: somewhat client-specific | Specialty | PSS system list — general list | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Sub-Specialty | Ascend system list | Sub-Specialty | PSS system list | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| ✕ | — | Do-Not-Update | On/off toggle | Controls whether demographic updates are applied. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Network Status | In-network, network-friendly, out-of-network, targeted competitor | Network Status | In-network, network-friendly, out-of-network, targeted competitor | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Network Group | Custom | Network Group | Custom | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Practice Status | Active — assumed, deceased, full time, inactive — assumed, locums, on hold, part time, retired, training, unknown | Practice Status | Active — assumed, deceased, full time, inactive — assumed, locums, on hold, part time, retired, training, unknown, resident, student, fellow, per diem, independent contractor, PRN | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| ✕ | — | Employee ID | Numeric | Used to track an ID in addition to NPI. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| ✕ | — | Termed? | — | A check to identify if the provider has been termed in the past, whether it was voluntary or involuntary and allows tracking notes. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| AMA No Contact Requested | — | ✕ | — | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Email Type | Customizable | Type | Personal, work, other | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| — | — | |||||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Phone Type | Customizable | Type | Mobile, home, work, fax, other | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Phone | — | Phone | — | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Affiliations | All profile types | Affiliations | People & place profiles — see affiliation logic | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Locations | Addresses | Affiliated Places | Place records — see affiliation logic | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Notes | — | Notes | — | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Salutation | Free form | Prefix | On/off toggle | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Employment Status | Customizable | Employment Status | N/A on roadmap | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Degree | Customizable | Degree | ACNP, AuD, CNM, CRNA, DBH, DC, DDS, DMD, DNP, DO, DPM, MBBS, MD, NP, OP, OT, PA, PHD, PT, RT, SLT | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Satisfaction Level | At risk, high, medium | ✕ | — | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Website | — | Social Links | LinkedIn, Twitter, Instagram, Facebook, other | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Alignment Status | Alignment complete, evaluating opportunity, in progress, no opportunity | ✕ | — | Ask about the Onboarding Module as an add-on. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Loyalty Level | Hospital, Office, Outpatient Facility, PAC Facility | ✕ | — | Could migrate as a custom field. | ||||
| …………………………………. | …………………………………………………….. | …………………………………………………….. | …………………………………………………………………… | |||||
| Gender | Male, female | Gender | Male, Female, Non-Binary, Unknown | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Ethnicity | Asian, Black, Hawaiian, Hispanic, Polynesian, White | Ethnicity | American Indian or Alaskan Native, Asian, Black, chooses not to self-identify, Hispanic, Latino, Middle Eastern or North African, Native Hawaiian or Pacific Islander, White | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| ✕ | — | Nationality | Standard dystem list | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Languages Spoken | System list | Languages Spoken | Free form | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| ✕ | — | Hometown | Free form | Indicates where the provider is from. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| ✕ | — | Location Preference | Free Form | Indicates if the provider prefers living in a certain location. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| ✕ | — | Local Ties | Check box with notes | Identifies if the provider has any local ties in the community. | ||||
| …………………………………. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | |||||
| Marital Status | Divorced, married, single | Marital Status | Single, married, partnered, divorced, widowed, other | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Birthdate | Date | Birthdate | Date | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Taking New Patients | Limited, no, sometimes, yes | ✕ | — | Could migrate as a custom field. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Reevaluate | Date | ✕ | — | Could migrate as a custom field. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Notification Preference | Email, fax, letter, phone, text | ✕ | — | Could migrate as a custom field. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Care Philosophy | Open text | ✕ | — | …………………………………………………………………… | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Technology Utilized | Customizable | ✕ | — | Could migrate as a custom field. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Accepted Payers | Customizable | Payer Credentials | Customizable | A more robust form including type, payer name, details, & applied, effective & renewal dates. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Common Care Setting | Hospital, office, outpatient facility, PAC facility | Common Care Setting | — | Could migrate as a custom field. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Professional Interests | Standard system list & customizable | Professional Interests | Standard system list | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Personal Interests | Standard system list & customizable | Personal Interests | Standard system list | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Relationship Manager(s) | User related | Relationship Manager(s) | User related | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Additional Information | Date, string, yes/no | Custom Fields | Date, dropdown, open text, yes/no | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Education | Education | |||||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| ✕ | — | Employment History | — | Identify the provider’s work history — mainly used for recruitment, but available for PRM. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Credentials | Licenses | |||||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| ✕ | — | Board Certifications | — | AMA Board Certifications List. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| ✕ | — | Memberships | — | Common Medical Membership List. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Recruitment Section | ✕ | — | Ask about the Recruiting Module as an add-on. |
Place Records
| Ascend Field | — | Ascend Field Options | — | PSS Field | — | PSS Field Options | — | Notes |
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Type | Group Practice, Hospital, General Company, PAC Facility | Type | Ambulatory Surgery Center (ASC), Group Practice, Health System, Hospital, 0ther, Post Acute Care, Urgent Care | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Created Date/By | — | Created Date/By | — | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| ✕ | — | Modified Date/By | — | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| ✕ | — | Specialty | PSS system list — general list | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| ✕ | — | Sub-Specialty | PSS system list | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Network Status | In-network, network-friendly, out-of-network, targeted competitor | Network Status | In-network, network-friendly, out-of-network, targeted competitor | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| ✕ | — | Network Group | Custom | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Category | ASC, Entity, Hospital, Individual Physician Practice, Multi-Specialty Group, Urgent Care, Single-Specialty Group | ✕ | — | Place types are more robust & handle most of these categories. | ||||
| …………………………………. | …………………………………………………….. | …………………………………………………….. | …………………………………………………………………… | |||||
| Ownership | Customizable | Parent Organization | Place linked | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Health System | Customizable | Parent Organization | Place linked | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| — | Social Links | LinkedIn, Twitter, Instagram, Facebook, other | ||||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Website | — | Website | — | |||||
| ……………………………… | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Phone | Customizable | Phone | Office, fax, other | Can add multiple numbers. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | |||||
| Locations | — | Address | — | Can migrate as a custom field. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Affiliations | All profile types | Affiliations | People & place profiles — see affiliation logic | |||||
| …………………………………. | …………………………………………………….. | ……………………………… | …………………………………………………….. | …………………………………………………………………… | ||||
| Notes | — | Notes | — | |||||
| …………………………………. | …………………………………………………….. | ……………………………… | …………………………………………………….. | …………………………………………………………………… | ||||
| Loyalty Level | Very loyal, loyal, splitter, not loyal, not applicable | ✕ | — | Can migrate as a custom field. | ||||
| …………………………………. | …………………………………………………….. | ……………………………… | …………………………………………………….. | …………………………………………………………………… | ||||
| Alignment Status | Alignment complete, evaluating opportunity, in progress, no opportunity | ✕ | — | |||||
| …………………………………. | …………………………………………………….. | ……………………………… | …………………………………………………….. | …………………………………………………………………… | ||||
| Taking New Patients | Limited, no, sometimes, yes | ✕ | — | Ask about the Onboarding Module as an add-on. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Alignment Status | Alignment complete, evaluating opportunity, in progress, no opportunity | ✕ | — | Ask about the Onboarding Module as an add-on. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Loyalty Level | Very loyal, loyal, splitter, not loyal, not applicable | ✕ | — | Can migrate as a custom field. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Reevaluate | — | ✕ | — | Can migrate as a custom field. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Notification Preference | Asian, Black, Hawaiian, Hispanic, Polynesian, White | ✕ | — | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Communication Preference | Email, fax, letter, phone, text | ✕ | — | Can migrate as a custom field. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Technology Utilized | Customizable | ✕ | — | Can migrate as a custom field. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Care Philosophy | Open text | ✕ | — | Can migrate as a custom field. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Accepted Payers | Customizable | ✕ | — | Can migrate as a custom field. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Professional Interests | Standard list + customizable | ✕ | — | Can migrate as a custom field. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Relationship Manager(s) | User related | Relationship Manager(s) | User related | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Additional Information | Date, string, yes/no | Custom Fields | Date, dropdown, open text, yes/no | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Credentials | ✕ | — | Can migrate as a custom field. NPI tied to header. | |||||
| …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | |||||
| ✕ | — | Service Area | Displays under the address based on the zip code | Set up in account settings. |
Activity Records
| Ascend Field | — | Ascend Field Options | — | PSS Field | — | PSS Field Options | — | Notes |
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Type | Custom | Type | Communication, email, event, to-do + custom | Users can create custom types and identify if they should show on the calendar. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| With | Profile & user related | Related People + Related Places | Relate people & place profiles individually | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Assigned To | User related | Assigned To | User related | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Accompanied By | Profile & user-related | Accompanied By | People & user related | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Priority | Customizable | ✕ | — | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Topics | Customizable | Tags | People & user-related | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Start Time | — | Time | — | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Due Date | — | Due Date | — | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Completed Date | — | Completed Date | — | The completion date is automatically added when an activity is marked as complete, or it can be set when creating one. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Status | Completed, in progress, not started, scheduled | Status | Completed, in progress, scheduled, canceled, not applicable, on hold | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Category | Customizable | Category | Customizable | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Cost | Expenses | Cost has been upgraded to tie individual expenses, with expense types, to an activity for more granular reporting. | ||||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Where | Customizable | Location | Free form | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Duration | Selection from 15 mins to 12 hours | ✕ | — | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Initiative | Initiative record | Related Initiative | Initiative record | Adds related people & places as members if not already in the initiative—more than just referencing the activity. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Description | — | Description | ||||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| ✕ | — | Summary | Free form | Required title of the activity. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| ✕ | — | Related Issues | Issue record | Can tie related issues to an activity. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| ✕ | — | Linked Activity | Activity record | Add an activity or multiple activities to an existing activity as a prerequisite to notify users of a dependent activity when blockers are completed. |
Issue Records
| Ascend Field | — | Ascend Field Options | — | PSS Field | — | PSS Field Options | — | Notes |
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Issue Name | Free form | Summary | Free form | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| With | Profile & user related | Related People | Relate people | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Facility | Facility related | Related Place | Related place | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Department | Customizable | Department | Customizable | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Assigned To | User related | Assigned To | User related | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Impact Level | Critical, low, medium, high + custom | ✕ | — | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Due Date | — | Due Date | — | |||||
| ………………………………… | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Identified Date | — | Created Date | — | |||||
| ………………………………… | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Completed Date | — | Completed Date | — | Resolved issues will include a completed date. | ||||
| ………………………………… | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Category | Customizable | Category | Customizable | |||||
| ………………………………… | …………………………………………………….. | ………………………………… | …………………………………………………….. | …………………………………………………………………… | ||||
| Source | Customizable | Source | Customizable | |||||
| ………………………………… | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Status | New, in progress, closed, awaiting confirmation | Status | Unresolved, pending, resolved, unresolved, canceled | |||||
| ………………………………… | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Description | Description | |||||||
| ………………………………… | …………………………………………………….. | ………………………………… | …………………………………………………….. | …………………………………………………………………… | ||||
| ✕ | — | Related Activities | Activity record | Tie any related activities as showing effort of resolving the issue. |
Initiative Records
| Ascend Field | — | Ascend Field Options | — | PSS Field | — | PSS Field Options | — | Notes |
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Name | Free form | Summary | Free form | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Category | Customizable | Category | Customizable | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Facilities | Facility related | Related Place | Place record | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Service Line | Customizable | ✕ | — | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Region | Customizable | Service Area | Customizable | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Owner | User-related | Owner | User-related | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Budget | — | ✕ | — | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Access Level | — | ✕ | — | Initiative access depends on roles & assignments. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Start Date | — | Active Date | — | Resolved issues will include a completed date. | ||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| End Date | — | End Date | — | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Description | — | Description | — | |||||
| …………………………………. | …………………………………………………….. | …………………………………. | …………………………………………………….. | …………………………………………………………………… | ||||
| Status | Active, draft, closed, canceled | Status | Active, inactive, closed, canceled |
Date: July 21 2025
