Authorized users create and maintain statuses for Multi (option) status types.
Note: You cannot change the name of the status. For more information, contact Juvare.
To edit a status
- In the main menu, click Setup and then click Status Types. The Status Types page opens.
- Locate the status type and, on that row, click Statuses. The Statuses for (status type) page opens.
- In Statuses for (status type), click the status name. The View Status: (statuses name) page opens.
- Click Edit.
Modify the necessary 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.
- Click Save.