Create a Status Type

Authorized users create and maintain status types. This includes indicating the format of the type, such as a date, number, or text. You can also set up a status type to provide multiple options from which the user can choose.

  • The Type column in the settings table indicates the types for which this attribute is appropriate.

  • Calculated status types cannot be manually updated. Instead, calculated status types are automatically recalculated in real time when any of the component status types are updated.

  • Calculated status types do not expire or have reset settings.

To create a status type

  1. In the main menu, click Setup and then click Status Types. The Status Types page opens.

  2. Click Create New Status Type. The Create Status Type page opens.

  3. Select the type (Data Type).

    • Number

    • Multi (multiple options)

    • Text

    • NEDOCS Calculation

    • Date

    • Calculated

  4. Under Regions, select what other Regions this new Status Type should also be created in (if applicable per your user setup).

  5. Click Next. The Create Status Type page opens.

  6. Specify the settings for this status type. For more information, see Status Type Fields and Options.

  7. Click Save. The Status Types page re-opens showing your new status type, or if you are creating a new Multi status, the Statuses for (status type) page opens so that you can create the associated statuses.