Status Codes

Status Codes are associated to objects such as Cases, Work Orders, Sites, Contacts, etc. Status codes help to categorize objects that are at a specific point in your workflow and can even automate processes like stopping the clock on service level agreement timers. These codes insure proper recording of final disposition of work items in the application.

Default Status Codes will be created during system initialization, but they may be updated or changed in this settings form.

Steps:

  1. Navigate to Status Codes.Click on Settings > General Settings > Status Codes

  2. In the Status Codes form and from the System Object dropdown list, select the desired work item to which you want to add a new status code.

  3. From the Condition Codes and Language dropdown lists, select the desired condition code and language options. The listing screen displays all the status codes associated to the selected options.

  4. To create a new Status Code:

    1. In the toolbar, click Add New button.

    2. In the Status Value* field, enter the status value that you want to display in the ‘status codes’ dropdown list for the selected System Object during its respective Condition Code condition.

    3. In the Status Text field, enter description for the new status code.

    4. Enable Active button to activate the status code, and then on the toolbar, click Save.

  5. To edit an existing Status Code:

    1. Select appropriate System Object and Condition Codes options to retrieve the desired status codes list into the listing screen.

    2. From the Status Codes listing screen, select the desired status code that you want to edit and then in the Edit Status Code form, edit data wherever required

    3. On the toolbar, click Save.

  6. To delete an existing Status Code:

    1. Select appropriate System Object and Condition Codes options to retrieve the desired status codes list into the listing screen.

    2. In the Status Codes listing screen, right-click the context menu beside the status code that you want to delete.

    3. Click Delete Status Code button.