5.3.3 When customizing status settings
Customizing status settings enables you to manage statuses as needed for your operation. For example, you will be able to set a status to transition to a specified status, or to prohibit Items in a specified status from being escalated. The following shows what needs to be considered when you add restrictions to statuses:
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Consider the statuses of the registered Items.
Consider whether the status of the Items registered in the New item window should be restricted to Received only. You can set whether to restrict the statuses of the registered Items only to Received for each process work board.
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Consider the transition-destination statuses.
Consider whether to restrict the statuses that can be set as a transition-destination status in the Edit item window.
You can restrict the transition-destination status for each process work board. Set it according to the flow of Item processing.
When restricting the transition-destination status, restrict the status of the Items registered from the New item window to Received. If you do not restrict the status to Received, it might transition to an unintended status.
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Consider whether to enable escalation.
Consider whether to set statuses that cannot be escalated. You can set the statuses that cannot be escalated for each process work board.
For how to restrict the transition-destination status, see 9.11.4 Limiting Item statuses. For the setting of the statuses that cannot be escalated, see 9.11.5 Prohibiting escalation.