How do I set up Statuses?

  • Firstly, you must open the Statuses tab within the Administration | Service page

  • The above example shows four of these values set up. If you wish to create additional statuses, select Add

  • Enter a name for the Status

  • Select a Derived Status type. There are five Derived Status types:

    • Started
    • In Progress
    • Completed
    • Cancelled
    • Auto complete (this runs in the background and is never visible in Derived Status type list. If an incident is not completed/cancelled, at the point the employee books off, this status will automatically complete it)
  • Select whether the Status is yet to be made Active (i.e. whether it is going to be made available for use when defining Status Groups)