To update the status of a match list

The procedure to update the status of a match list is as follows:

1. Prerequisite procedural steps are covered separately in the topic To generate a match list for a resource. Refer to these before proceeding to step 2.
2. Click on Details. The Details tab is activated, revealing the chronological status progression for the match list in the Match List Status History summary table.
3. Click on Update Match List Status. The Update Match List Status window is displayed, revealing the current match list status of the resource.
4. Using the New Status drop-down field, select the next progression status for the match list e.g. Cancelled, Completed, etc.
5. Click on Confirm 1. The new status progression is displayed in the Match List Status History summary table.
6. Click on Save.

Note

1 The Updated By and Status Date fields are automatically populated with the name of the end user applying the status progression and current system date respectively.

See related topics...

Match list management overview

To generate a match list for a resource