Item Statuses - How to Create & Edit

The Item Statuses schedule lets you create, edit and order Status items that are used on Progress Items, File Notes and Documents.

1. View the Status Schedule

From the Main Menu, select Schedules, then Statuses, then Item Statuses.

The Item Statuses window will now appear.

2. Add a Status Item

To add a new Status Item, click the +Add button.

The New Entry - Item Status window will now appear. Enter the name of the new Status and click OK.

Now Drag and Drop the new item in to the correct order of the status list.

Edit a Status

To edit an Item Status, first select it and click the More button followed by Edit.

The Update Entry window will now appear. Make any necessary changes and then click OK. Note that changing a Status item will change the wording on all current items it is linked to.

Delete a Status

To delete an Item Status, first select it and click the More button followed by Delete

You will be asked to confirm that you want to delete the item. Click Yes to proceed.

The Status will now be deleted. Any Progress Item, Document or File Note with this status will have the status removed.

3. Close

Once you have finished adding/editing/deleting items, click Close.