Setting Up Activity Statuses
Use delivered activity statuses to identify the progression of an activity using activity due dates tracking.
You can review the delivered activity statuses on the Activity Status page:
Canceled
Completed
In progress
Incomplete
Not required
Pending
You can’t delete the system-delivered statuses, but you can modify the descriptions. You can also define additional activity statuses that are associated with either the In progress or Not required system status.
Adding Activity Statuses
Define any additional statuses that your agency will use for activity tracking on the Activity Status page.
Select .
Select the Activity Status tab.
Click Add to define a new status.
On the Activity Status Details page, enter values for these fields:
Page Element
Description
Status
Enter a status name.
Description
Enter a description for the status. The description is exposed to agency staff for an activity using activity due dates tracking.
System Status
Select the system status that you want to use.
Note: You must associate the new status with a system status to ensure correct processing.In process
Not required
Verify that the Enabled switch is turned on. The switch is turned off by default for a new status.
Click Save.
Modifying Activity Statuses
You can modify the activity statuses that you have defined on the Activity Status Details page, but you can only edit the Description field of system-defined statuses. The description is exposed to agency staff for an activity on the activity due dates tracking page.
Select .
Select the Activity Status tab.
Select the row for the status that you want to modify.
For user-defined statuses, you can:
Edit the description.
Select the system status that you want to use for processing: In progress or Not required.
Turn on the Enabled switch to enable a user-defined record status.
For system-delivered statuses, you can only edit the description. You can’t edit the Status field or disable the status.
Click Save to save any changes.