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Status Code Table

This code table populates drop-down lists that can be found in the designated snap-ins of the following session types:

Session Snap-In List
Case Events Status
Case Correspondence | Case Correspondence Status
Case Tasks | Tasks Status
Name Events Status
Name Correspondence | Name Correspondence Status
Name Tasks | Tasks Status
Name Past Events Status

Finding the Status Code Table

  1. In the Administrative Tools group of the Explorer toolbar, click System Administration.
  2. Follow one of the following paths to open the code table:
    • Select Code Tables | Cases | Correspondence.

      The Status code table will be displayed in the Status snap-in.

    • Select Code Tables | Cases | Events.

      The Status code table will be displayed in the Event Status snap-in.

    • Select Code Tables | Financials | Non-collectable Financials.

      The Status code table will be displayed in the Status snap-in.

    • Select Code Tables | Cases | Tasks.

      The Status code table will be displayed in the Event Status snap-in.

    • Select Code Tables | Names | Correspondence.

      The Status code table will be displayed in the Status snap-in.

    • Select Code Tables | Names | Events.

      The Status code table will be displayed in the Event Status snap-in.

    • Select Code Tables | Names | Tasks.

      The Status code table will be displayed in the Event Status snap-in.

Tip: To access this code table by navigating through the Code tables link in the Administrative Tools group, rather than the System Administration link in the same group, click ctblEventStatus.

Creating Status Codes

  1. Add a new record.

  2. Select or type all required and relevant data for each available field. Some fields may be required while others are not.
    • Code: Type a brief, unique code used to reference the corresponding item description.
    • Description: Type a description that the user will view in the lists populated by this code table.
    • Type: Select the correct code from among the following options:
      • 0 - Has Not Occurred
      • 1 - Has Occurred
      • 2 - Continued
    • Notes: Type any related notes in this free-text field.
    • Activation Date: Type or select the date from which the code will be in use.
    • Expiration Date: Type or select the date upon which the code will become inactive.

  3. Save the session.