Work Request Status Screen

Data is captured on the following tab(s) of the edit screen: Overview. Below is a list of descriptions for the fields in the sections on each tab.

Overview

The Overview tab contains the following section(s):

Header

• Code: A unique code used to identify the work request status, for example AA.
• Description: A description for the work request status, for example Awaiting Approval. This is the name that appears in drop-down lists and lookup windows.
• Permission Tree: A field linked to a permission record in a permission tree, that determines whether a user has rights to access records and/or make changes to records. This is assigned by the system where possible.
• Sequence Number: The sequence in which the records are listed. Use the sequence number to list the records in a logical sequence.
• Is Active: Ticked if the record is active and available in lookup lists.
• Base Status: Defines the high-level milestones in a work request's life cycle. Select one of the following predefined base statuses:
  • Awaiting Approval
  • Approved
  • Completed
  • Closed
  • Cancelled.

Notes

Add additional details, comments or other relevant information.

Modification Control

Displays details of when the record was created and last updated. This section is autopopulated and requires no user input.

Assist custom actions

The following custom actions are available in the Assist panel in the sidebar. Keep in mind that some of these custom actions are only available from the edit screen, while others are available from both the dashboard and edit screen.

• Set Active / Set Inactive: Refer to Set Items to Active or Inactive.
• Change Permission Tree: Refer to Change Item's Permission Tree.
• Add to Compare: Refer to Add Items for Comparison.
• Cross References: Refer to Perform Cross References.
• View Changelog: Refer to View Changelog.