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4. Change the status if required or permitted to do so.
- Draft - Only visible to the person who created the form.
- Open - Used for the active part of a workflow. Any form in an open status is tracked by the system and will appear in the Hotlist of the action person.
- Closed - Used for the Workflow end. When a form moved to closed status it will be removed from the action person's Hotlist.
- Cancelled - Used to remove a Draft Form.
- Initiated - Optional interim status that a Form sits in between being issued and opened by the action person. Good for starting the workflow as soon as the form is viewed.
| Note |
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| Statuses can determine whether a document is tracked on your Hotlist or can be used to identify a step in a workflow. |
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