Statuses are the states equipment can be in, each with a name and a color. Name, color and order them the way you work.

Overview

Every company starts with five statuses: Available, Assigned, In repair, Lost and Disposed. Three of them have a job, shown in the Used for column:

• New equipment and check in: the status new equipment starts in and returns to on check in. Available to start.
• Assigning: set when someone is given the equipment. Assigned to start.
• Disposal (final): set when equipment is disposed of, and never changed after. Disposed to start.

Every other status is Label only: you set it by hand on the equipment form, for anything in between such as In repair or Lost.

Requirements

• Role: Manage statuses, locations, departments, vendors and custom fields. By default Admin, Manager and Technician have it.

Steps

Add a status

1. Open Configure, then Statuses.
2. Click Add status.
3. Type the Name, pick a Color and save.

Change the order

Drag the rows on the Statuses page. The order is the order statuses are offered in.

Give a job to another status

1. On the status that should take the job, click Use for.
2. Choose the job under Use this status for and save.

Each job belongs to exactly one status, so giving it to this status takes it from the one that had it. Equipment keeps the status it is in.

Archive a status

Click the archive icon on a Label only status and confirm. It stops being offered; equipment already in it keeps it. Click Restore to bring it back.

Notes

Note: A status with a job cannot be archived. Give the job to another status first.

Note: Statuses are shared by all your clients if you manage clients.

Note: The equipment form only offers the available status and the label only ones. To assign, check in or dispose, use the buttons on the equipment page. See Assigning and returning.

Troubleshooting

"... is already used for ... Give that to another status first." A status can have only one job. Move its current job to another status, then try again.

"There is already a status with that name." Pick a different name, or edit the existing status.