How record statuses and action states work in Symbiant, using Incidents as the example.

Record Statuses #

Most modules have a Status field that shows where a record is in its workflow. For example, an incident moves from Open to Under Investigation to Closed.

To change a record’s status, open the record, pick the new value in Status and save. See Editing a Record.

Statuses are coloured, and the colours are used on the dashboard charts and in the record grid so you can see progress at a glance.

How Statuses Are Set Up (Administrators) #

Each module’s statuses are a dropdown list that administrators manage. In Incidents, select Status under Incidents in the left-hand menu. Each status has:

1. A name.
2. A colour, used in charts and grids.
3. A sort order, which sets the order in dropdowns and charts.
4. An Open? tick, which shows whether records with this status still count as open.

Note: Changing a status name or colour changes it for everyone. Some modules use status values in their reports, reminders or rules, so check with Symbiant Support before renaming or removing a status.

Action States #

Actions on the Reviews & Actions tab have their own state, which Symbiant sets for you:

See Reviews & Actions for more.

Other Modules #

Some modules have their own status logic, for example document approval. See Document Status Logic.

Related Articles #

• Editing a Record
• Reviews & Actions
• Document Status Logic