Most entities (WR, work order, Asset, purchase request, etc.) pass through successive statuses in the course of their use.
For example, a WR is created in the WAITING TO BE TAKEN INTO ACCOUNT status and then, once accepted, changes to the PENDING IMPLEMENTATION status.
Status upon creation
Upon creation of an element, it is generally possible to select the status.
After that, the status can only be changed by a status change action.
You can assign a default status upon creation of an element.
For example, you want Assets to be created immediately with the "Validated" status. This is done in the dictionary on the Object [Attributes] tab.
For example, you want Assets to be created immediately with the "Validated" status. This is done in the dictionary on the Object [Attributes] tab.
Changing the status of an entity
- Open its detail form ,
- Select the action corresponding to the desired change of status from the status menu
.
→ The status change search form is displayed.
- Fill in the fields of the form and then:
- Confirm the change of status by clicking on the confirm icon
- Cancel the change of status by clicking on the cancel icon
→ Return to the detail form.
- If a change of status is not offered, check the rights of your user profile.
- The "Archived" and "Canceled" statuses are irreversible.
- A change of status will cause the current changes to be saved.
Change of status in a list
- In a result form, check the elements whose status you would like to change.
- Select the action corresponding to the desired change of status from the status menu .
→ The status change search form is displayed.
- Fill in the fields of the form and then:
- Confirm the change of status by clicking on the confirm icon
- Cancel the change of status by clicking on the cancel icon
→ Return to the detail form.
- If a change of status is not offered, check the rights of your user profile.
- The "Archived" and "Canceled" statuses are irreversible.
- A change of status will cause the current changes to be saved.
Field details
In addition to information specific to the particular status changes, the form always contains the following fields:
- User: The code of the connected agent, which will be saved as the agent of the status change. You cannot change this.
- Operation: The action you have selected for this status change; cannot be changed.
- Date: The current date that will be tracked as that of the status change; cannot be changed.
- Comment: Optional text that you can fill in to provide details on the status change. This text will appear in the status history.
See also Status history.