Configuring Job Statuses

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Last updated: Jul 17, 2017 by Former user (Deleted)
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Navigating to Job Statuses

CONFIGURATION > CRM APPLICATION > ACTIVITIES > SET UP STATUSES

What are Job Statuses?

Job Statuses is a module whose function is to create statuses used on Jobs that are updated by users in order to advance the progress of a Job. Each status is related to a Life Cycle State, which is in turn updated by the System each time the status is modified. Validations and restrictions apply on Jobs depending on their current Life Cycle State. For more information, refer to the Validations and Restrictions Table in the Managing Jobs manual.

  • Navigate to Job Statuses and explore existing records via the Summary page.  
  • Click on the link (name or number) of the record of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to create a NEW Job Status, modify (EDIT) or DELETE  an existing one.  
  • Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Job Status.
  • Click on the Audit Log button to view a log of changes performed on the displayed Job Status.

Check the Validations & Restrictions Table below for a list of available Actions when working with Job Statuses, including each Action's related validations, restrictions and additional information. View the Attributes Table for a comprehensive description of the Job Statuses fields.

Job Statuses

Validations & Restrictions 

ActionValidationsRestrictionsAdditional Information
General
  • Not Applicable
  • Multiple Job Statuses can be configured in the System and each one is mapped with a Job Life Cycle State. 
  • On changing the Job Status the Job Life Cycle State is updated accordingly.
Create
  • Mandatory Fields must be defined
  • Not Applicable
  • Not Applicable
Delete
  • Not Applicable
  • Job Statuses cannot be deleted if they are already used by Jobs which are still not completed or if they are included in the list of Allowed Statuses in one of the available Job Types. 
  • Deleted Job Statuses are still visible on Jobs which were created using those statuses.

 Attributes

An * indicates a field is mandatory.

Name

Description

Main Information
Name *The name of the Job Status
Alternative code *The alternative code of the Job Status
DescriptionA description of the Job Status
Life Cycle State

The Life Cycle State that the job should automatically be set to if the Job's status is set to the specified status. The supported Job Life Cycle States are the following:

  • Pending
  • In progress
  • Completed
  • Cancelled
Log Information
Log DetailsThe standard set of Log Details information available in all entities  

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