Overview: Statuses in Active Platform are used to indicate the current state of a job, binder, document, client query, or record. They help users track progress and manage workflows efficiently.
Please refer to the Glossary for definitions of key terms used in this article.
Understanding Statuses
Statuses are used in our system to show where a job, binder, document, client query or record is at. They are an important part of our system and help you keep track of your work.
What is a Status?
A status is a label that is assigned to a job or record to indicate its current state. This allows you to easily see where a job is at and what still needs to be done. Active comes with a list of default system statuses. Any customised status needs to be allocated a system status.
Types of Statuses
There are several types of statuses that can be used in our system.
Tip: They can be accessed via the Admin Centre below. You can edit them and create new statuses to suit your firm's needs.
Job Statuses: Help you assign a Job status to an Active Workpapers Binder. It also helps you assign a similar status to a Job in the Active Workflow module.
Record Statuses: Helps you manage status' for individual records used in a Binder.
Document Status: Helps you manage status' for any supporting documents uploaded.
Client Query Status: Helps you manage the status' for a Client Query note inside of a binder.
Understanding Common Status'
Job Statuses
Job statuses are used in binders in Active Workpapers and jobs in Active Workflow.
Workflow order | System Status | Changing to this status triggers/affects |
1 | Not Started | N/A |
2 | In Progress | Count towards number of 'Open Binders' in client group screen |
3 | Wait Client | Count towards number of 'Open Binders' in client group screen |
4 | Review | Count towards number of 'Open Binders' in client group screen |
5 | Completed | Will lock down binder and prevent most changes from happening, including the Excel workbook. |
6 | On Hold | Count towards number of 'Open Binders' in client group screen |
7 | Cancelled | N/A |
Record Statuses
Record statuses are used to easily manage the records in a binder.
Workflow order | System Status | Changing to this status triggers/affects |
1 | Created | N/A |
2 | In Progress | N/A |
3 | Rework Required | N/A |
4 | Client Query | N/A |
5 | Ready for Review | N/A |
6 | Approved | Once marked as Approved/Complete, a record will no longer be displayed in the Outstanding Records section in the QA Centre. Any worksheet/document in this record will be locked down. |
7 | Complete | As above |
Updating Statuses
If the status of a job or record changes, you can easily update it in our system. Simply select the job or record and choose the new status from the dropdown menu. This will automatically update the status and reflect the change on the job or record.