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Statuses represent the condition of a form or task. In the Statuses settings, you can create new statuses as well as change or add colors to the statuses. You can apply statuses to each module of an organization and then create child statuses to facilitate their processes. You can apply these statuses to events with or without a form. You can also apply statuses to a form and it shows on the Events page. Compliance has some standard statuses that each have their own requirements.
The following table provides more information about the default status available.
Status |
Notes when: |
Customizable |
Permissions |
Can be Overdue |
Editable |
---|---|---|---|---|---|
Complete |
Form or Task is completed, and workflow is done. |
X |
Has permissions tied to it such as when completed form or task locks and cannot be reopened by certain roles. |
NO |
Permission based |
Pending |
Form or Task is started and is in this status until completed. |
X |
All roles have permission to this status. |
YES |
X |
Scheduled |
Task has been scheduled. |
|
All roles have permission to this status. |
YES |
X |
Canceled |
Form or Task was started but there is no intent to complete it. |
X |
All roles have permission to this status. |
NO |
X |
The standard statuses cannot be renamed to your appropriate business lingo or terms that facilitate more intuitiveness for the process the form is facilitating.
States are another indication of form or task condition that are different from statuses. States cannot be changed or customized by your choices, unlike statuses. States are driven only by your actions on forms or tasks. States let you know that a work item is overdue regardless of its status in your workflow or process.
The following table provides more information about the available states.
State | Notes when: | Work item types |
---|---|---|
In Process | Form or task is pending. | Forms and tasks |
Complete | Form or task is complete. | Forms and tasks |
Overdue | Form or task workflow or due date has passed. | Forms and tasks |
Saved | Task is not yet assigned. | Tasks only |
Scheduled | Form or task has been scheduled. | Forms and tasks |
Canceled | Form or task was started but there is no intent to complete it. | Forms and tasks |
Additional Information
9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information