Statuses

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!

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