Learn how to configure the different states your checklists can go through in Iristrace to fit your business processes.
A status shows the current status of a checklist.
Whereas a group of states represents the different phases that a checklist goes through until it is completed.
1. How to configure the statuses #
1.1. Enter the Administrator user menu #
To be able to create statuses you have to be in the “Administrator User”.
1.2. Go to the “Personalization” tab. #
Then you have to select the “Customization” tab to see the different configuration and customization sections that you can do to your account.
Within the “Templates” section you have to select “States”.
1.3. Click the “Add status” button #
In case you want to add a new status click on the “Add status” button.
If you want to access the configuration of one of the created states, simply click on its registry to access its information.
1.4. Add a new status #
You can see that there is a record of default statuses by the Iristrace tool, but you can create more by clicking on “Add Status”.
To create a new status you have to enter the following information:
- Name the state.
- Color (optional).
- A role, so that users who match the role’s status role will be shown in the permission settings.
- And finally, if necessary, specify that this state is “Isolated” from the rest. Where it would not follow the selected status group, but would go separately, i.e. you could jump to this “Isolated” status without having to go through the rest.
To finish creating the status, click on “Finish”.
2. How to configure status groups #
Once you have defined the statuses you are going to use, you can start creating the status group.
2.1. Go to the “Status Groups” option in the “Templates” category. #
In the same “Customization” section of the admin user menu, select the “Status Groups” option.
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2.2. Click the button “Add status group”. #
To create a new status group you have to click on “Add status group”.
To create a new status group you must enter a series of information as follows:
- First you have to assign a name to the whole group.
- Select the states you want to group.
- Arrange the states in the order you prefer by dragging them with the arrow cross on the left to place them above or below another state.
- You have the option to specify that it is an automatic state by clicking on its square. For example, if “Initial” is an automatic status, when the checklist is started and the status is changed directly to “Ready for Review”, it will not go through “Initial”.
- If the status was not determined to be “Isolated” when the status group was created, you can check to specify that the group is “Isolated”.
In every instance of Iristrace there are two groups of predefined states, which can be modified by entering each of them.
In any case, you can customize the status groups according to your needs.
3. How to apply a status group to a template #
The creation of state groups is done in order to be applied to a template. To do this you can modify the status group of one that is already created or implement it when creating a new template.
3.1. Go to the “Data” tab of the template #
In the “Templates” section, you have to enter the template you want to modify.
3.2. Select the status group #
Once inside, in the “Data” tab, you will see a section on the screen that says “Status Group”. You have to open the dropdown and the status groups that were created will appear, and you can select the one you need.
Once changed, click on “Save”.
