Defining Level 2 Status

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As with Level 1 you create and associate Level 2 statuses with Level 2 types.

1. Click the Settings link.

2. Click the Activity Setting Status link.

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No Statuses are currently set up. The statuses are set up in the right panel and when saved displayed in the list view.

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Each Level 2 Status consists of the following fields:

  • Existing Statuses are listed on the left of the page.
  • Details of each status are displayed on the right of the page and new statuses are added to the right of the page.

Level 2 Status Settings

Each status has the following settings:

  • Name - Display name for the Status.
  • Display Order - The order that statuses are displayed in the Status combo box.
  • Colour Code - The colour code used to indicate each status. This colour will be used in the list view and the details view. Click the colour palette button to display a colour picker.
  • Status Availability - Unlike Level 1 statuses, Level 2 statuses are common to both Level 2 and Level 3. You control the availability by setting at which level each status can be used,
  • Lock On Status - This setting is used to lock the Level 1 item so that it cannot be changed until it is unlocked.
  • Roles That Override Lock - The specific roles that can unlock a locked item. If you enable Lock on Status and do not set a role, then the item cannot be unlocked.
  • Roles that Can Set This Status - The specific roles that can set the status. If you do not set a role, then any user can set any status.

1. Create the following Statuses:

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