Defining and Viewing Pending Statuses

You can assign one or more pending statuses for an item, to be implemented on future dates. These statuses become effective on their assigned effective dates. You can also view the history of an item status.

arrow icon   To create a pending status:

  1. Navigate to the Master Items Summary window and select an item.

  2. Choose Pending Status from the Tools menu to navigate to the Item Status History window.

  3. Enter the effective date. This is the date on which the pending status becomes effective for the item.

  4. Enter the name of the status to be implemented on the effective date.

  5. Save your work.

arrow icon   To update an item with a pending status:

  1. Navigate to the Master Items Summary window and select an item.

  2. Choose Pending Status from the Tools menu to navigate to the Item Status History window.

  3. Select a pending status.

  4. Choose Implement to submit the process.

    Note: You can also submit the request from the All Reports or Pending Status window by entering Update item statuses with pending statuses in Name field. Enter an item and organization (if necessary), and choose Submit.

arrow icon   To view status history:

  1. Navigate to the Master Items Summary window and select an item.

  2. Choose Pending Status from the Tools menu to navigate to the Item Status History window.

  3. View the information in the Implemented Date, Effective Date, and status Name fields.

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