Strategic Asset Management > Setup > Base >Status

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Risk Management > Setup > Base >Status

Use this form to create and maintain the base status codes. The Base Status function is used to maintain the various status types, subsequent statuses, other status related conditions and stages. The use of the Status Codes in each business process enforces certain business rules, as defined by the user The business rules applicable to the different processes ensure that best practices are executed within the applicable sub-module.

The progression of the different business processes are defined by the allocated status sequence set up for the specific Status Type. The system is released pre-configured with various status codes. The user can change the interaction between these codes but not the codes itself. The user can for instance configure he sequence and loops between statuses.

In addition stages can be defined within a Status. No formal business logic is attached to a Stage and the latter gives the user more control of his process. During implementation it will be possible to attach certain business logic (such as “Alerts”) to user defined stages.

Note

In general it is proposed that users do not change the existing status codes, but to merely select which codes are to be used and the sequence between these codes.

Tasks that use this form

Create/delete the statuses

Create/delete the stages

View the status history changes

Navigating the form

The following tables provide descriptions for the controls in this form:

Buttons

Control name

Description

New

Create a new status set up record.

Delete

Delete a status set up record.

Stage

Use this form to create and maintain different stages within a specific status.

Status History

This form contains a view of all history information regarding the status changes.

Setup

Check the validation of data and view the validation errors in the error log.

Fast Tabs

Tab

Description

General

View and selecting of different navigation and indicators for the status settings.

Fields

Field name

Field description

Status type

Define the type of status by selecting from a lookup list of status types.

Status

This field displays the different Status Codes defined for a specific Status Type. A predefined list will be loaded at the installation. In general it is suggested that users use the default list as a basis. Users can decide which of the status codes they want to use and determine the sequence these status codes should follow.

Status description

This field allows for the recording of a description for the status code registered in the status field.

Sequence

This field defines the sequence of the status. Status progression may only be performed to a status with a higher sequence.

Loopback Code

Define the status code of a previous status if a status may be changed back to a specific status. (For example an inactive status can be changed back to active status).

Default Indicator

Defines the status type which will be selected when a new record is added.

Visible Indicator

Used to define which records (based on status) should be visible to users when selecting from a lookup. It is also possible, for instance, to automatically hide all records with a status of ‘Cancelled’ from users.

Cancel Indicator

The field identifies the status as being the cancelled status for a specific status type. Only one status per status type may be identified as the cancelled status. The default status may not be the cancel status.

Must have reason Indicator

The field indicates that a reason have to be added when the status is changed.

Colour

Select a colour that will indicate the different status codes.

Reason reference

Add a reason reference code to clarify the reason for the status change.

Time type

This field defines how the status change should relate to time.

See also

Setup of stages for specific status

View the status history changes