Categories form statuses and represent them in colours on your search and default form registers. This feature is extended to standards reports so that the status category colours will be used on reports instead of the hardcoded colours seen before for Open, Late, Closed.

What is a Status Category?

The status category allows you to create one or more categories to which you add existing form statuses. Each category can be assigned a unique colour. This will allow for:

  • Better process management through structured reporting across all modules and form types.
  • Easy visibility into bottlenecks in processes.
  • A standardised approach to reporting across all form types.

Reports that Support Status Category Colours

  • Default Registers
  • Saved Searches
  • Pins Report
  • Timeline Views
  • Tender Dashboards
  • Design Review Issues Report

Add Status and Status Category Colour Columns to a Saved Search

Once Status Categories are configured, they can be added to your saved search layouts. The 2 new columns that you can add are:

  • Status by Colour - this will display the Status by Colour (based on the status category they are in)
  • Status Categories - this will display the Status Category colour.

Refer here for how to create, save and edit a search.

For a saved search you can add the Status by Colour and Status Categories columns to the layout by editing its layout.

Add Status and Status Category Colour Columns to the Register View

Once Status Categories are configured, they can be added to your register layouts. The 2 new columns that you can add are:

  • Status by Colour - this will display the Status by Colour (based on the status category they are in)
  • Status Categories - this will display the Status Category colour.

1. Go to the register you want to adjust. 

2. Click on the 3 vertical lines. 

3. Search for Status by Colour or Status Categories in the Available Fields list.

4. Place a tick in the checkbox and click save to add to Selected Columns list.  

Global Search by Status Categories

You can also use the header filters to filter the status category column.