Add a New Status

If the status you want is not in the list, you can add a new one from the Workflows page.

  1. From the home page, click Configure and click All Workflows.

TIP: Alternatively, open the Work Activity Templates page and click the All Workflows tab.

  1. Search for the desired workflow. See Search Workflows for more information.
  2. To the right of the workflow you want to clone, click the three dots icon under the Actions column.
  3. Click Edit.

You can also click the workflow title to quickly open the workflow.

Select a status in the workflow.

  1. Click Status in the Status panel.

  1. Click Add.

You can add either a new status or new status category.

  1. To add a status, click Status.
  2. Enter the Code and Description.
  3. Select the Category, if desired.
  4. Turn on Active if you want this code available for use.
  5. Turn on Workflow Only if you want this status to only be used in a workflow and to not appear in the Status drop-down list in Respond.
  6. Click Save.

Statuses can also be manged in Preferences. See Add Status Values for an Inspection, Add Status Values for a Service Request, and Add Status Values for a Work Order to add a new status.

  1. To add a status category, click Status Category.
  2. Enter the Code and Description.
  3. Click Save.

Status categories can also be added in Custom Codes in Preferences using the STATUSCATEGORY custom code. See Configure Custom Codes Preferences for more information.