Introduction
This guide will show you how you can set your own document status. In order to set your own document status you will ned Super user access.
All modules in ABMS comes with the default statuses: being processed, closed – not verified, closed and verified and published. The statuses will be represented in the index with colours. e.g. Published is coloured green, as shown in the image.
1.0 Default document statuses
All modules in ABMS come with the default statuses: being processed, closed – not verified, closed and verified and published.
The statuses will be represented in the index in reports with colours. e.g. Published is coloured green, as shown in the image.
2.0 Create a custom document status
2.1 Start by going to the Super module and select Modules in the menu.
2.2 Select the Module you want to set a custom status to. You will then be able to see the Admin tab on the top lefthand side.
On the Admin tab you can see all the avaible statuses, both custom and default. To add your own costum status press the «+» button on avaible statuses.
2.3 Simply add the value you want in both the Norwegian and English language, and press the «add value» button.
This will add the value to the list of avaible statuses in the admin tab.
3.0 Add the custom status to documents.
3.0.1 In the pop-up window, select section 1 and status published.
3.0.2 Click the «close» button and the «save» button on the bottom left.
3.1 Report Index
All documents in this module that are completed and approved/published will have the status of Published, as seen in the example image to the right. A new document which has not been approved or is not yet finished will have the status of New, which is set as default.
4.0 Set status in documents with several sections
Some documents, such as the NCR document is made up of several sections or steps, which have to be sent and approved.
In order to set a custom status for each section/step, you have to follow the same procedure as in steps 3.0.1 and 3.0.2 in this guide. But you also need to repeat the steps for each section/step before saving your document.
So, if you want to set a custom document status for an NCR document:
Section 1 status is set when the 1 section is approved, and you work in section 2.
Section 2 Status is set when the 2 section is approved, and you work in section 3.
Section 3 Status is final status when the document is Closed fully.
When in section 1, the status will be New by default.
I will recommend the statuses as this:
1 = Processing / Under behandling
2 = In Verification / Under verifisering
3 = Closed / Lukket
