Difference between revisions of "Statuses"

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''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Statuses (Orgs & People)'''''
 
  
  
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The list of Statuses is used when users enter a Status for an organisation/person on the system. The list can be anything you want it to be. The example here shows the list being used to store data about whether someone is a member or not.
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==Creating/Editing==
  
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[[File:Status_2.png|border]]
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Click on an existing status to edit it or click the 'Enter New Record' button to create a new one. This option can also be re-named using the [https://wiki.dizions.co.uk/index.php/Terminology Terminology] function.
  
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You can now enter/edit the following details:
  
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* Status Name
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* Notes (for information on this screen only; these notes are not output on any report)
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* [[Display Order]] in the drop down list
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* Active Status? - whether this Status is to be available for use on the system or not
  
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Click the 'Save Details' button to continue.
  
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==Merging==
  
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You can merge statuses together if you wish to reduce your options.  This will also update any record using the statuses. To merge follow the steps below;
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==Creating or editing Statuses==
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# Click on the first status
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# Click the 'here' link (Click here to Statuses)  If you wish to change the details of the record you have selected, this need to be saved first.
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Click on the menu item to see the list of Statuses that are already set up on your system, if there are any. Click "Enter New Record" to add a new one, or click the name of an existing one to edit it.
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# Select the Status you wish to merge in the drop down list.
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# Click the 'Merge Data' button.
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[[File:Status_3.png|border]]
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# Click 'cancel' to abort the change or 'OK' to continue. '''This cannot be undone!'''
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You can now enter the following information:
 
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* Name (of the Status)
 
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* Details (for information on this screen only; these details are not output on any reports)
 
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* [[Display Order]]
 
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* Active? - whether the Status is available on the system or not
 
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Click "Save Details" when you have entered the information.
 
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[[File:Status_4.png|border]]
 
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==Examples of use==
 
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The list of Statuses can be used for anything you need it for. Note, however:
 
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* An organisation/person can only have one Status at a time.
 
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* A record is kept of when Statuses were changed for orgs/people, and which user made the change, so this can be very useful for historical reporting.
 
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==Reporting outputs==
 
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Information entered using the Status drop-down list is available:
 
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* On the [[Status Report]] (this is the report which shows status changes with dates and the user that made the change)
 
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* In the KPI Report Designer as a filter (e.g. the Number of Clients Accessing Service By Status report. Note that this report uses the Status of the org/person at the time the report is run, not at the time of the action)
 
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* On Data Extractions, both as selection criteria and as data to be output on a spreadsheet
 
  
  
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 13:39, 5 May 2015 (BST)
 

Latest revision as of 10:24, 16 February 2023

Helpheader small.png


Status 1.png


Creating/Editing

Click on an existing status to edit it or click the 'Enter New Record' button to create a new one. This option can also be re-named using the Terminology function.

You can now enter/edit the following details:

  • Status Name
  • Notes (for information on this screen only; these notes are not output on any report)
  • Display Order in the drop down list
  • Active Status? - whether this Status is to be available for use on the system or not

Click the 'Save Details' button to continue.

Merging

You can merge statuses together if you wish to reduce your options. This will also update any record using the statuses. To merge follow the steps below;

  1. Click on the first status
  2. Click the 'here' link (Click here to Statuses) If you wish to change the details of the record you have selected, this need to be saved first.
  3. Select the Status you wish to merge in the drop down list.
  4. Click the 'Merge Data' button.
  5. Click 'cancel' to abort the change or 'OK' to continue. This cannot be undone!


Helpheader small.png
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