How can I update the Status of a Process/Checklist Form?

Created by Nicola Minty, Modified on Wed, 27 May at 5:35 PM by Tayler Martin

Overview

How to update a processes status while working in the item

Purpose: How to change a processes status
Who It’s For: General users

Prerequisites: Able to read and change items status

Once you have filled in the necessary fields on your form, you will need to change the form status so that the next party can take action and so that the form can continue through it's workflow.

When in form viewer, click the status in the top indication bar as circled below. For the purposes of this example, the form is currently in "Draft". Pressing the current form status will open an Status option window in the centre of your screen.

Simply press "CHANGE" to amend the form status and select the necessary next stage as shown below.

Select the required status from the dropdown menu, then click "OK".

The form status is changed accordingly. This will be shown in the top indication bar as highlighted below.

️Please Note:

1. If you unable to change the form status, probably you do not have the necessary permission to do so. Please reach out to your project administrator for more details.

2. Once the form status is changed to any close status, the form will no longer available to edit/attach documents/attach issues.