What is the Statuses Feature?
The Statuses Feature is extremely powerful when combined with Workflows. Various Teams can be notified as the status of a submitted form changes.
- Configuring the Statuses Feature
- Security Permissions
- Managing Statuses
- Open to Closed Status
- QR Code Scanning
- End User Check in/out
Example 1: When submitting a form for a building maintenance request, Members can receive a notification as the status is created, approved, cancelled, modified, rejected, or completed.
Example 2: When organizing an event, admins can approve or deny registrations in advance, and use Statuses to track how many attended and how many cancelled.
Configuring the Statuses Feature
Enable the Statuses feature in the Features tab for interactive content.
- The first status is always Created. Select which status(es) a member’s interactive submission can move to from Created.
- For example:
- Created > Cancelled
- Created > Approved > Arrived > Closed
- Created > Approved > Cancelled
- Created > Declined
- For example:
Select the blue plus sign and configure for the next status. In the example below, when the status is Approved, it can move to Arrived or Cancelled.
Repeat until the status moves to a Closed, Complete, Cancelled, or other type of end state. This clears past registrations from the member’s list of interactions.
Security permissions control who can change the status. If you have an approval process, then only authorized users should be able to change a new request from Created to Approved or Declined.
The options include:
All - Anyone. Use this option for End User Check-in/out.
GroupRole - A specific Group (Team).
Owner - the admin user who created this content item.
Creator - the admin user who created this content item or the last person who updated it.
Source - anyone in the channel where the content item was created who has more than a Workplace Member role.
Channel - anyone in this specific channel with more than a Workplace Member role.
Admins can manage the status of an interaction in various ways:
The Table tab of the content item is the main location where all interactions can be found.
Here you can change the status of a single interaction:
Or use the checkboxes to change the status of multiple interactions:
Open to Closed Status
In general there are two types of statuses: Open and Closed.
When a member submits an interaction, it is always in an Open type status.
We want to move the status to a Closed type status in order to remove old interaction receipts from the member's view.
QR Code Scanning
Admins can change the status of a member’s interaction by scanning their QR Code through the Mobile Admin View.
End User Check-in/out
Members can change the status of their interactions using the Check-in/out feature. The QR Code is not used in this case.
If you have any questions or need additional help, contact VTS Activate Support at email@example.com and we will be happy to advise.
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