Creating Document Statuses

  1. From the SmartSolve Portal Page, click the Home tab.
  2. In the Setup and Policy section, click Setup.
  3. In the Document Management section, click Document Status.
    Result: The Document Statuses list window is displayed.
  4. Click Action > Add.
    Result: The Document Status entry window is displayed.
  5. Enter the name of the new secondary status in the Status field.
  6. Click the drop down arrow and select the appropriate primary status:
  7. INWORKS - Select INWORKS if the new status will be before the document becomes CURRENT.
  8. CURRENT - Select CURRENT if the new status will be after the document is made CURRENT and before the document is expired.
  1. Click the Save button.
    Result: The new document status has been added and the Document Statuses list window is displayed.

See Also

Document Statuses

Document Setup

     

 

 
Friday, March 20, 2020
12:36 PM