Jim2 is supplied with 15 basic statuses chosen to apply to sales/service environments. You can use any of them, set them up differently, and/or you can add your own statuses to the grid.
1.Go to Tools > Status, and the Status grid will appear.
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The status of Booked is the default for all forms which use a status when first being entered into the system. This status cannot be renamed. |
2.Choose the tab of the object you would like to set up or change a status for.
3.Click Edit to make changes.
4.Look at the status named in each row.
5.If you would like the status to apply to that object, In Object should be ticked. If it doesn't apply to that object, leave it blank.
6.You can edit the security level of the status, ie. if users should be able to edit jobs on Booked status or not. For a user to be able to edit a Jim2 object, current status security level should be less than or equal to the user status security level.
7.If you would like the status in that row made available as search criteria in lists of that object, In List should be ticked. If you have no need to use that status in a list for that object, leave it blank.
8.To enable that status for use in the object, Active should be ticked. If that status doesn't apply to the object at all, or any longer, leave it blank. To permanently disable a status by making it inactive you will need to make sure In Use is not ticked. If it is ticked, you will not be able to make the status inactive. This tick box cannot be edited – it is display only.
9.Responsibility: Use, edit or change the name of the party responsible for performing the action associated with this status.
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It is very important to identify the responsibility of each status for productivity reports. |
9.Comments: Use, edit or change the description of the action itself to suit your own work practices.
10.The Due Days, Due Hours, Due Minutes and Security Level refer to strict workflow setups.
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Some statuses are required as they perform a technical (system) function within Jim2. They are shown in the Status grid in a grey shaded row. You cannot remove these statuses, although some can be made inactive. |
Further information: