With the appropriate permissions, you can create and maintain status types. Status types can be edited individually or in bulk.

Editing status types in bulk opens a list of the common fields for the selected status types. Selecting multiple status types of the same data type (for example, Number, Date, or Multi) offers more common fields for bulk changes. On the Bulk Change Status Types page, status types selected for bulk changes are listed at the top. These status types can still be selected or deselected for changes. Additionally, the current selection for all common fields appears, along with other options, and a checkbox to the left of each field is automatically selected when a bulk change is identified. Saving the page enacts your changes to all selected status types.

Note: The Type column in the settings table indicates the types for which this attribute is appropriate.

To edit one or more status types

  1. In the main menu, click Setup and then click Status Types. The Status Types page opens.

  2. Take one of these actions.

    If you want to...Then...
    Edit one status type,

    On the status type row, click the (status type) name. The View Status Type: (status type) page opens.

    Edit more than one status type,
    1. On the left of that row, select the checkbox for all status types you want to edit.
    2. At the top, click Bulk Change. The Bulk Change Status Types page opens.
  3. Specify the settings for the status types, as outlined in the following table.

    Setting

    Description

    Type

    Name

    Name of the status type (required)

    All

    Standard Status Type

    Standard language for this status type, such as types related to a specific service, such as dialysis (read only)

    Number, Multi, Text

    Description

    Description of the status type (required)

    All

    Active

    When selected, indicates this status type is active and available for use; default value is selected active

    All

    Event Only

    When selected, the type is available for events only

    Note: If a resource is not going to collect information and report on this status type on a daily basis, set it up as event only by selecting this checkbox.

    All

    Status Type Visibility

    Indicates the type is potentially visible to users in other regions, is visible to this region's users based on the user's role, or is private; if you make it visible to users in other regions, all roles automatically have view rights and you cannot change these settings

    All

    Section

    Indicates the status type section in which this type appears within the resource's details page (required); a status type can appear in only one section

    All

    Resource Detail View

    Select to show this status type in the resource's details view

    All

    When updating the status, comments are

    Optional, mandatory, or unavailable when updating the status

    Number, Text, Saturation Score, NEDOCS Calculation, Date

    Reset Value

    Upon expiration, the system resets the status type or retains the value

    Number, Text, Saturation Score, NEDOCS Calculation, Date

    Reset Comment

    System resets the status comment at each update or retains the comment between updates

    All

    User must update status daily for

    Status expires at the indicated time(s) on a daily basis (24-hour format)

    All

    Status Update Frequency

    Status expires whenever the status changes or at the indicated interval (days / hours / minutes)

    Number, Text, Saturation Score, NEDOCS Calculation, Date

    Update Grace Period

    Period of time considered to be out of the expiration range (minutes); required, default value is zero)

    All

    Status Reason

    Reasons from which the user can or must choose when changing this status

    Multi

    Timer Type

    Enables the display of a counter (down or up) to status expiration in the application window

    All

    Reset Timer

    System resets the expiration timer when the status changes or when there is an update to the status

    Number, Text, Date

    Required

    When selected, a blank value is not allowed for this status

    Text, Date

    Valid values for this status type

    Any entered value is accepted or indicate the valid value range

    Number, Date

    Display Summary Totals

    When selected, a Summary row appears in views at the bottom of the associated resource type section. A total is shown in this row for all status types with the type Number for which this setting has been enabled. Other status types and other Number status types that do not have this setting enabled show N/A in the Summary row.

    Number

    Color Status

    Color codes the value based on where it falls in the specified ranges

    Number, Saturation Score, NEDOCS Calculation, Calculated

    Display NEDOCS labels

    When selected, displays the predefined descriptive label next to the calculated score in the Update Status page, regional views, and maps; clearing this checkbox removes all labels from the view

    NEDOCS Calculation

  4. Select the roles that have view rights to this status type (Roles with view rights).
    Tip : If the status type is configured to be visible to users in other regions (Status Type Visibility), all roles in Roles with view rights are automatically selected and you cannot change these settings.
  5. Select the roles that have update rights for this status type (Roles with update rights).
  6. Select or clear Resource Types checkboxes.
  7. Click Save. The Status Types page re-opens.
  8. For a Multi-option status type, you can edit the associated statuses.