3.8.1 Selecting which statuses are available

There are two ways to select the Item statuses to be used:

Selecting statuses to use across all processes
Selecting statuses to use with a certain process work board

Each approach is described below.

Organization of this subsection

(1) Selecting statuses to use across all processes
(2) Selecting statuses for process work boards

(1) Selecting statuses to use across all processes

The following describes how to select the statuses that can be used across all processes. Only users who belong to the process work board management role can perform these operations.

In the main window (Item list), select Process work board at the top of the tree, and from the Action menu, select Status management.

The Status management window appears, as shown in the following figure.

Figure 3‒23: Status management window

In the Use column, select the check boxes for the statuses you want to use.

Use the tabs to select the processes you want to configure.
From the menu, select Register.

Changes to the available statuses take effect, and you are returned to the main window (Item list).

Notes:

The system revokes access permissions for statuses you make unusable.
Because the Received (status ID: JIMSD_STAT_INQUIRY) and Close (status ID: JIMSD_STAT_CLOSE) statuses are used to check Item statuses in the main window (Item status), these statuses cannot be made unusable.

Note

You can also display the Status management window by right-clicking Process work board at the top of the tree in the main window (Item list), and clicking Status management.
If you have configured JP1/Service Support to issue JP1 events, JP1 event issuance check boxes are displayed. You can use these check boxes to specify whether to issue JP1 events when Items change status.

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(2) Selecting statuses for process work boards

The following describes how to select the statuses available to a particular process work board. Only users who belong to the process work board management role and process work board managers can perform these operations.

Select the process work board in the main window (Item list), and from the Action window, select Status management.

The Status management (process work board-specific) window appears, as shown in the following figure.

Figure 3‒24: Status management (process work board-specific) window

In the Use column, select the check boxes for the statuses you want to use.

The statuses whose check boxes you select will be available for use in the process work board.

If you select the Use the settings common among processes. check box, the common settings specified in the Status management window are used.
From the menu, select Register.

Changes to the available statuses take effect, and you are returned to the main window (Item list).

Notes:

You cannot display the Status management (process work board-specific) window if the status of the process work board is Waiting to be deleted.
The system revokes access permissions for statuses that are made unusable.
If you select the Use the settings common among processes. check box and click Register, the information entered in the Status management (process work board-specific) window is deleted. If you then clear the Use the settings common among processes. check box, the common settings set in the Status management window take effect.

Note

You can also display the Status management window by right-clicking the chosen process work board in the main window (Item list) and clicking Status management.
If you have configured JP1/Service Support to issue JP1 events, JP1 event issuance check boxes are displayed. You can use these check boxes to specify whether to issue JP1 events when Items change status.

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