Job Function Statuses

Job function statuses are used to indicate where a function is in the overall process. You can create and update job function statuses from the Event/Job/Booking Status screen. 

Default Job Function Status

The job function status for new functions defaults to the job status.

Status Codes

The software uses status code to determine certain system behavior. Codes 80 and higher are Cancelled/Lost/Archived statuses. There is no cancel process for individual functions but you can set individual functions to a Cancelled/Lost/Archived status. The Cancelled/Lost/Archived status are also used with cancelling jobs which also cancels the functions in the job.

Add a Status

1. Click the Event/Job/Booking Status link from the Main Menu. The Event/Job/Booking Status page opens.
2. Click the Add button. The Add Event/Job Status window opens.
3. Enter the following information:
   • Description - Name for the status such as New.
   • Event Scope - Select to use the status for Events, Functions or by both Events and Functions. If blank, the status is only used for Jobs or Job Functions.
   • Job Scope - Select to use the status for Jobs, Job Functions or by both Jobs and Job Functions. If blank, the status is only used for Events or Functions. 
   • Text Color - Text color when the status displays in drop-downs and screens throughout the system.
   • Background Color - Background color when the status displays in drop-downs and screens throughout the system.
   • Status Group - Not applicable to function statuses.
   • Abbreviated Description - Shortened description for the status drop-downs. It should relate to the Description field so your users can easily understand which status they are selecting.
   • Abbreviated Code - Shortened code value for the status drop-downs. It should relate to the Code field so your users can easily understand which status they are selecting.
   • Lost Flag - If checked, the status is a Lost status. Only available for statuses with status codes of 80 - 89. This is used for Lost business reporting.
   • Code - Describes where the status falls in the overall structure of the statuses. The code value has further impact in the system and is used in access privileges and organization parameters.  There are three main status code groups:
     • 01-29 - Tentative statuses
     • 30-79 - Firm statuses
     • 80-99 - Cancelled and Archived statuses
4. Click OK.

Change a Status

You can change all information for a status except the Code field. When you change the description, text color, background color, abbreviated description, status group, abbreviated description or abbreviated code of a status, it updates wherever the status is used. If you don't want to update the already existing status data, then you must add a new status using the steps in Add a Status.

If you change the scope of a status and the status is already used on a job and/or function, the status on the job and/or function does not change or get removed. You need to manually update the status on each job and/or function if you no longer want to use it.

1. Click the Event/Job/Booking Status link from the Main Menu. The Event/Job/Booking Status page opens.
2. Select the status to edit.
3. Right-click and select Edit. The Edit Event/Job Status window opens.
4. Make the desired change.
5. Click OK.

Delete a Status

If you no longer use a status and don't want to keep a record of it, you can delete it. You can only delete statuses that are not used. You cannot undo the delete process.

1. Click the Event/Job/Booking Status link from the Main Menu. The Event/Job/Booking Status page opens.
2. Right-click on the status to delete.
3. Select Mark for Delete.
4. Click the Save button.