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Edit a Status

Table of contents

Authorized users create and maintain statuses for Multi(-option) status types.

Note: You cannot change the name of the status. For more information, contact Intermedix.

To edit a status
  1. From any page, open the Setup menu in the main navigation bar and click Status Types. The Status Type List opens.

  2. Locate the status type and click its statuses link. The Status List for (status type) page opens.

  3. Locate the status and click its Edit link. The Edit Status page opens.

  4. Complete the appropriate fields:

Field

Description

Name

Name of status

Color

Select the color of the status's font.

Description

Enter a description for the status.

Active

Select to make this status active and clear to make it inactive.

Status Update Frequency

Indicate whether the status should be updated whenever the status is changed or set an expiration time frame for the status.

Upon expiration, auto change status to

Select the status to change to automatically when the status expires.

Tip: One of two things happens when a status expires: the system prompts the users who are required to update this status or the system automatically makes the status change you specify here.

auto change status comment to

Enter the comment that is supplied when the system is set to change the status automatically upon expiration.

Timer Type

Select the type of timer that is used when a status is set to expire or indicate no timer.

Reset Timer

Select the situation that resets the timer: when the status changes or on all updates.

Is a reason required?

Specify whether the user must select a reason for the status change.

Status Reasons

Select the reasons to make available for this status.

When updating status, comments are

Indicate whether comments are:

  • Disabled - The comment field does not appear to the user for this status.

  • Optional - The user can enter a comment when choosing this status, but is not required to.

  • Mandatory - The user must enter a comment when they select this status.

  1. Click Save.

You must to post a comment.
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