3.7 Customizing statuses

You can customize Item statuses to suit how you use the system. There are five ways in which statuses can be customized:

• Selecting which statuses are available

  You can select which statuses are available for Items in certain processes or process work boards. You can also use extended statuses created by users.

• Changing the order in which statuses are displayed

  For each process or process work board, you can change the order in which statuses appear in the combo boxes.

• Changing status names

  You can change the names of the statuses used throughout the JP1/IM - Service Support system.

• Restricting statuses

  You can limit the statuses that can be applied to certain processes or process work boards.

• Prohibiting escalation

  You can prohibit users from escalating Items in certain statuses.

You can customize statuses from the following windows:

• Status management window

  A window used to enter settings common to all processes. Only users who belong to the process work board management role can display this window.

• Status management window (process work board-specific)

  A window used to enter settings that apply to a specific process work board. Only users who belong to the process work board management role and process work board managers can display this window.

The following describes how to customize these aspects of Item statuses.

Organization of this section

• 3.7.1 Selecting which statuses are available

• 3.7.2 Changing the status display order

• 3.7.3 Editing status names

• 3.7.4 Limiting Item statuses

• 3.7.5 Prohibiting escalation

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