View Summary of Status Definitions

You can see a summary of all the status definitions by clicking the Admin tab, then go to Reference Data / Manage Workflow Transitions. For each data type, this summary page shows all possible status values and which status each is allowed to change to. For instance, the Document data type shows:

• New -> Under Review
• Under Review -> Approved, Rejected
• Approved -> Deprecated

Above, New (the default initial status of all data) can only be changed to Under Review, Under Review can only be changed to Approved or Rejected, and Approved can only be changed to Deprecated.

Edit Allowable Statuses

To view a diagram showing the allowed transitions between statuses, click the Document Status link. You will see this diagram:

The above image shows the allowable transitions in two forms: first in a table and then in a diagram. The arrows in the diagram above show the allowable transitions between statuses. In the table, you can edit the transitions and statuses:

• remove a transition: click the small X next to it
• add a transition: in the desired dropdown, select the desired target status
• add a new state: in the desired dropdown, select "Create New State" and enter the name of the new status to create

Whenever one of the above changes is made, the page immediately refreshes with an updated table and transition diagram.