To define a custom risk action status code

The procedure to define a custom risk action status code is as follows:

1. Navigate to Quick Menu > Actions > Configuration > Status Codes. The Configure Action Status Codes window is displayed.
2. Click on New Status. All fields are activated ready for data entry.
3. Enter a name for the custom risk action Status code into the field provided 1 1.
4. Enter a Description for the risk action status code into the field provided; the expansion arrow () can be employed to increase the size of the text entry field.
5. Using the Company drop-down field, multi-select all companies for which this status code is relevant, or choose the All option, as required 2.
6. Using the Master status drop-down field, select an appropriate parameter value to reflect the overarching status for the new code i.e. Active, Cancelled, Complete, New, or On Hold.
7. Where the risk action status code is the default progression setting for the overarching master status, activate the Map to default master tick box provided 2.
8. Choose an Effective from date for this risk action status code i.e. the date on which it came into effect 3.
9. Choose an Effective to date if the risk action status code is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the parameter will be continually valid.
10. Click on Save 4.

Tip

1 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all custom risk action status codes, including a reference to the overarching master status.

2 Where only a small number of parameter values are not required, activate the tick box first and then deselect items using the drop-down field; the tick box will be automatically removed once an item is deselected.

Note

1 System validation rules ensure that the name entered for each risk action status code is unique for the effective period.

2 Only one risk action status code can be assigned as the default for a specific master status classification within a single company; where an existing status code already has this setting the end user will need to reaffirm one or the other.

3 The Effective from date defaults to the current system date and cannot be left blank.

4 To amend the details of an existing parameter, expand a master heading and select a risk action status code from the alphabetical list, or type its name into the Search Action Status Codes field. By default the list is filtered to show Current status codes. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations. Only a limited number of fields can be updated once a record has been created.

See related topics...

System parameters overview