Overview
In this article, you will learn how to create a new submittal status for your company's workflow.
Locating the Submittal Workflow Settings
Your company's submittal workflow settings are located within the main Settings screen under the Submittal Workflow link. Note: The options available in the Settings screen may vary depending on your currently assigned security role.
Creating a New Submittal Status
To add a new submittal status to your current workflow, select the Status tab in the top bar and then choose the Add Status button.
A new window will open with all of the settings needed to create your new submittal status. First, enter a name for the status within the Basic Info tab. Next, select the Target Statuses, Source Statuses, and Activity Types tabs to enable visibility for your new status.
Definitions:
Target Statuses: Existing Submittal Statuses you wish to be able to move a candidate INTO from your newly created Submittal Status.
Source Statuses: Existing Submittal Statuses you wish to be able to move a candidate into your newly created Submittal Status FROM.
Activity Types: The types of activities you wish to be able to select from when updating a candidate into your newly created Submittal Status.
Note: It is recommended to use the Mark All Visible button unless otherwise directed. This opens the new status up to your entire workflow.