Process to Create Status Code

A status code is a predefined alphanumeric label that indicates the state of an account. Creating a status code is a process in which administrators assign status codes and their sequence numbers to the different states in an account's lifecycle. This topic describes the systematic instructions to create status code.

  1. Click Account Configurations, and under Account Configurations, click Status Code.
  2. Under Status Code, click Create.
    The Create page displays.

    Figure 11-1 Create Status Code


    Description of Figure 11-1 follows
    Description of "Figure 11-1 Create Status Code"

    Note:

    The fields marked as Required are Mandatory.
  3. On Create page, specify the fields.

    Table 11-1 Create Status Code - Field Description

    Field Description
    Status Code Specify the status code of alphanumeric characters. The maximum length of code is four. For example, SUSP to indicate the account is suspended and NORM to indicate a normal account.

    Note: This field is mandatory.

    Description Provide additional information about the Status Code.
    Status Type This is a read-only field and is auto-populated with the value Account.

    Note: The status codes are currently supported only for accounts.

    Status Sequence Specify the sequence of the status code which is unique. A sequence number of a status code determines its position in the predefined order in the lifecycle of an Account. User can assign a value between 1 and 9999. This field is mandatory.

    For example, consider the following states of an account activation lifecycle: 12. INA (INACTIVE), 13. ACT (Active) 14. VRF(Verified). Here, we have given the sequence numbers 12, 13, and 14 to the states of the account in the account activation phase.

  4. Specify all the details and click Save to complete the steps or click Cancel to exit without saving.
    The Status Code is created.

    Note:

    At this point, the status of the Status Code is Unauthorized. A user with a supervisor role has to approve the Status Code. After approval, the status changes to Authorized, and the Status Code is available for use by another process.
  5. Approve the Status Code.
    To approve or reject Status Code, Refer View Status Code.

    Note:

    As a maker of this configuration, User cannot approve it. It has to be approved by another user with a Supervisor role.