Setting Statuses

Owned by Alex Do (Unlicensed)
Feb 15, 2024
2 min read

Overview

This document shows you how to set up statuses on your site. Setting up statuses is important for using Request Management.

The second step to configure Request Management is to define the Statuses that will be used to track and communicate the progress of requests or tasks.

Request Management provides a list of default Statuses listed in the table below.

Status Types
(Cannot be amended, used for reporting)

Sub-Statuses
(Can be amended)

Not Started

Returned

Awaiting Assignment

In Progress

Scheduled

On hold

Awaiting parts

Completed

Resolved

Unresolved

No action required

Setting Statuses

If you want to edit the statuses provided, delete some or create new ones, you can easily do so by following the steps below:

  1. Click “Settings”.

image-20240205-095538.png

  1. The first tab is to set statuses.

    image-20240205-095608.png

     

  2. Status type cannot be amended (used for reporting).

  3. Statuses can be amended, deleted or you can add new statuses. To add a new status, click the + icon.

  1. Type new status and click enter. Then the new status is created. You rearrange the order using the arrow button highlighted below.

  2. Click the three dot icon if you want to delete the status.

  3. Confirm your decision by clicking Yes, delete.