General > Status > Status List
Status List | Specify the statuses that can be applied to a Form. | The available status options are generally all you need. You can set up the status options in such a way as to, for example, allow anyone in your company to create a Form, but only allow them to send it as a Draft "For Approval" to a manager, who may then issue it.  By toggling on the "Force selection of status on every submit" means a status must be selected in order for the form to be submitted.  Toggle buttons on or off to show Retired Status and Action Buttons.  Select a Workflow from the drop down if there are multiple workflows created.  Click on Add New to create a new status.  You can retire or view the history of each status.  Click on the plus sign to add action buttons. Click here for how to create action buttons. Click here for detailed information regarding editing Statuses. |
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Status List | Specify the statuses that can be applied to a Form. | The available status options are generally all you need. You can set up the status options in such a way as to, for example, allow anyone in your company to create a Form, but only allow them to send it as a Draft "For Approval" to a manager, who may then issue it. By toggling on the "Force selection of status on every submit" means a status must be selected in order for the form to be submitted. Toggle buttons on or off to show Retired Status and Action Buttons. Select a Workflow from the drop down if there are multiple workflows created. Click on Add New to create a new status. You can retire or view the history of each status. Click on the plus sign to add action buttons. Click here for how to create action buttons. Click here for detailed information regarding editing Statuses. |
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General > Status > Status Allocations
For each status you can define who has access to the status. Click here for more information.
General > Status> Approvers
When you have a Status of Draft Awaiting Approval you will need to define the Approvers.
Select the Company and User who is responsible for Approving the Draft.
You can also define Users that can bypass the Approval process
Click here for more information.
General > Status > Triggers
Status Triggers allow you to automatically split to a new form type when the original form is submitted in a particular status.
Click here for more information on Status Triggers.
General > Status > Security (Open / Close)
Closers and Status Changers | May Change the Status but not to a Closed Status | Users who may change a status option is controlled by who can access the Form. It is usual to allow anyone to change the status to any of the non-closing options, but only allow the Author to close the Form. |
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Under Closers and Status Changers, toggle on or off who can change the status of the form, but not to a Closed status.  (a) The Author (the person who creates the Form), (b) Author Company Administrator (company administrators) (c) Anyone on the TO List(Action person(s)), or (d) Anyone on the CC List (information person(s)). You may want to add users, groups, roles, companies etc to the box "the following people". Toggle on "Show Exclusions" to see who has been excluded from changing the status of the form. | ||
May Change the Status to a Closed Status | Under Closers and Status Changers, toggle on or off who can change the status of the form to a Closed status.  (a) The Author (the person who creates the Form), (b) Author Company Administrator (company administrators) (c) Anyone on the TO List(Action person(s)), or (d) Anyone on the CC List (information person(s)). You may want to add users, groups, roles, companies etc to the box "the following people". Toggle on "Show Exclusions" to see who has been excluded from changing the status of the form. | |
Re-Open a Closed Document | Default is set to document type admin, however you can choose to have an individual, group or any other administrator type.  Toggle on "Show Exclusions" to see who has been excluded from re-opening a closed document. |
General > Status > Categories
You can add a status to a category or add a new status category. Status categories allow you to group statuses to map with your processes. Colours can be assigned to a category to identify them easily.
Click here for more information.