How to customise/edit job statuses

This article assists admin users use the Admin Centre within Active Workpapers.


Admin users can fully customise the back end of the Active Platform to suit the style and requirements of the firm.


Job statuses are those that a workpaper binder can be set to, for example, In Progress or Completed.


Accessing the job status admin centre 



Click on your name icon and press Admin Centre.


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Click on Job Statuses under the workpapers banner.


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The Active Platform ships with a standard set of job statuses as below.



Adding a new job status for use within workpapers


Click on New Status.


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Fill out job status name, for example, Manager Review. Create a new status code and set an icon.



Set the system job status to the one that your new status relates most to, for example, Review in this case.


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Set the colour of the status (if desired).



Set the Kanban column. This is important where your firm also uses Active Workflow. This will mean that once the status has been set to Manager Review for example, it will move to the Awaiting Review section of the Active Workflow tool.


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If you want the change of status to notify a user of the change, for example, when setting the status to Manager Review trigger a notification to the manager, then select a user to notify on the change. Click Add.


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The new job status will be added to the list of job statuses available to set the job to.


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Editing an existing job status for use within workpapers


From the Job statuses screen inside the admin centre, select the job status you wish to edit.


 
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Edit the particular detail you wish to change and press Save.


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Next articleHow to customise/edit record statuses.

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