Status management

Statuses show where each report is in your workflow, so colleagues know what has been handled and you can filter reports by progress.

Every report has one status, for example New, In progress or Resolved. One status is the Default status: new reports from the Venzeo™ mobile app get it automatically. Every later status change is kept in the report’s Status history.

Only administrators can manage statuses.

Where to find it

Open the main menu, expand Statuses and choose Manage Statuses.

Create a status

  1. Click Create new status.
  2. Fill in the Name and optionally pick an icon.
  3. Click Save.

Tip: Keep the default status neutral (for example New), so it sounds neither too positive nor too negative.

Edit, set as default or deactivate

Click Edit next to a status. In the pop-up you can:

  • rename it;
  • click Set as default state to make it the status new reports get;
  • click Deactivate to stop it being used. The default status cannot be deactivated; set another status as default first.

Turn on Show inactive statuses to see deactivated statuses and click Reactivate to bring one back. You can drag the rows to change the order of the statuses.

Using statuses on reports

Open a report and click Change status to move it to another status. The change is added to the report’s Status history, which you can also include when exporting reports to PDF or CSV. Use the status filter to show only reports with a given status, see Filtering Reports.

Still need help?

Our support team is happy to help. support@venzeo.com

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