Add or Remove Case Statuses
Unit Administrators, Case Managers, and Committee Managers can apply and remove color coded case statuses to mark where cases are in the review process and mark their ultimate outcomes. These statuses can be applied or removed one at a time to individual cases or as a bulk action to a group of selected cases. The available statuses that appear when adding or changing a status are set by a Unit Administrator of the program, but custom statuses can also be created and applied to one or more selected cases.
Note that in order to use this feature, a Unit Administrator needs to create a list of case statuses that will be available across an institution.
Add, Change or Remove Status of Cases
Individual Case
1. Navigate to case Name under Cases
Navigation: Cases > Name
- Navigate to Cases on the navigation menu.
- Click the Name of the candidate to navigate to the desired case to edit.
2a. Change status
- Click Change at the top of the page under Status to change the current status.
- Scroll down through the dropdown list to see more options.
- If no status has been added, Select Status will appear
- Select the desired status from the dropdown menu.
2b. Add custom status
- Click Change at the top of the page under Status to change the current status.
- Scroll down through the dropdown list and select Add Custom Status.
- Type the name of the status.
- Click the Save button when finished.
2c. Remove status
- Click Change at the top of the page under Status to change the current status.
- Scroll down through the dropdown list and select Remove Status.
In Bulk
1. Select desired Candidates under Cases
- Navigate to Cases on the navigation menu.
- Select the checkboxes adjacent to the desired status.
2a. Add status
- Click More Options at the top right of the blue toolbar.
- Select Add Status.
- Search for or select a status from the dropdown.
- Select Create Custom Status to create a custom status.
- Type custom status in the Custom Status Name field.
- Click Save when finished.
2b. Remove status
- Click More Options at the top right of the blue toolbar.
- Select Remove Status.
- Click Remove Status again to confirm.