<< Click to Display Table of Contents >> Navigation:  Xitracs Standards™ > Agencies > Editing a Standard > Status

A status is used to indicate progress through the submission process. A standards matrix has two status columns when in normal online mode and a third status column when in response mode. The absence of a status is indicated by the symbol (if editable) or "-".

 

A list of the default statuses is shown below. Note that the Response column only appears if the standard is in Response mode.

 

 

The ability to set a status is controlled by a user's Team Membership for a specific standard section, as follows:

 

The Preparation column indicates the status of preparation of each section.

•Users who are members of an Action Team can set a status of Draft or For Review

•Users who are members of a Review Team can set a status of Resubmit or Approved

•Users who are members of a Manage Team can set any available status, including Complete

Note: Sections that have been mapped from another standard will display a status setting of Auto.

The Judgment column indicates the status to be included in the submission.

•Users who are members of a Manage Team can set any available status

Note: If the relevant agency calls for the inclusion of the Compliance status, this will automatically be included with the published submission.

 

If the standard is in Response mode (see Response Cycles) the following additional options are available:

The Response column indicates the status of the review response from the relevant accreditation agency.

•Users who are members of a Manage Team can set any available status.

•The Include in Response checkbox indicates that the section is to be included in a published response. When checked, the Narrative icon will include a red dot and the background color of the row will change.

•The Add Report option will take the user to a text entry area where report information from the relevant agency may be entered.

 

To set a status:

1.Click theicon or the existing status link

2.In the pop-up, select an available status

3.Optionally, check the box to post a Comment (Except Response column)

4.Optionally, check the box to set the Response flag and add a Report (Response column only)

5.Click Submit

Note: An inactive link indicates that the user does not have the privilege to edit the status. See team membership.

To clear a status:

1.Click the Clear button in the status pop-up

Note: This function is only available to Manage team members