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Status codes are used to identify the current position of a production job in the normal workflow. The Status refers to the overall Status of the job, as opposed to Tasks that are used to track due dates and completion dates for individual job tasks. Statuses may be set up in general terms or in detailed terms in Production Maintenance.
A Status is required when adding a Project Schedule.
Select the Maintenance button on the Main Menu. Hover over the Project Schedule button and select the Status button from the menu to open the Status Maintenance application.
Upon entering the Status Maintenance application, all defined Statuses will display with the associated information, sorted by Status code.
To add a new Status, click the New button and enter the following information:
Code - A unique code to identify the Status, containing up to 10 characters.
Description - A description of the Status, containing up to 30 characters.
Is Inactive - If a Status is no longer in use, it may be marked as Inactive. Inactive Statuses will no longer be available for selection within Project Schedule.
When completed, click the Save button on the toolbar to add the new Status. The new record will be displayed at the top of the grid, as any column sorting will be removed.
To discard the entry of a new Status, click the Cancel button at the end of the Status row or the Cancel button on the toolbar.
Sort - Click on the Column Header to sort the column in ascending order. Once in ascending order, the Ascending arrow appears by the Column Header. Click on the Ascending arrow to sort the column in descending order. Notice the arrow changes to Descending.
Filter - Click on the Filter button to display a filter of items available to limit the column by.
The items per page selection determines the number of Status Codes that display at a time on the grid. The default page is set to 50 but can be modified to display All, 10, 20, 50, 100 or 200 Status per page.
The grid's footer indicates the total number of pages that are available for viewing. Use the Change page navigational arrows to view additional codes. Save changes to the screen before using the Change page navigation.
Upon initial view of the Status Maintenance application, only active Statuses are displayed. To view Statuses that are inactive, click the Show Inactive slide bar, located top right corner of application. To display just the active Statuses, click the Show Inactive slide bar.
The only fields that can be modified are the Description and Inactive fields. When modifying is completed, click the Save button on the toolbar.
To delete a Status code, click the Delete Row icon located on the individual Status code row. A message will display verifying that the Status code is to be deleted. Click OK to delete the Status code, otherwise click Cancel to not delete the Status code.
To generate a report listing all Status codes, click the Export to Excel button on the toolbar. If the Show Inactive slide bar is on or columns are sorted in a specific way, the report will include both the inactive Statuses and the selected sort.
Click on the x on Status Maintenance to exit the maintenance application.
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