Statuses for forms
Within ControlOffice, forms go through a certain "flow". How this flow progresses is determined by statuses and their transitions. Administrators can define statuses themselves within ControlOffice. However, some statuses have a meaning within ControlOffice. To provide administrators with maximum freedom while still ensuring the correct operation of ControlOffice, this page explains how ControlOffice handles form statuses.
The statuses consist of two levels: the base type and the actual status(es) within the base type.
The following base types apply to forms.
| Base type | System meaning |
|---|---|
| Created | The form has been created, but nothing has been filled in yet. |
| Ready | The form has been fully completed. |
| Complete | The form is complete (can be used for a "digital signature"). |
| Closed | The form has been fully processed. |
| Cancelled | The processing of the form has been cancelled. |
Per base type, multiple statuses can be created by the user.
Forms can follow this flow, although one or more steps may be skipped. In theory, a form can be moved from "Created" to "Closed" without going through the intermediate steps.
In all cases, the rule applies that moving multiple statuses forward in a single action will also execute and validate all intermediate transitions. Likewise, moving multiple statuses backward in a single action means that all intermediate reverse transitions are also processed.
Per base type, it can be configured whether a user has permission to set a form to the status, modify a form while it is in the status, and/or move a form out of the status. For example, it may be possible for a user to set a form to "Completed", but once the form has that status, the user can no longer edit the form or move it back to a previous or subsequent status.
Possible status transitions are (from = rows, to = columns):
| From / To | Created | Ready | Complete | Closed | Cancelled |
|---|---|---|---|---|---|
| Created | ✓ | ✓ | |||
| Ready | ✓ | ✓ | ✓ | ✓ | |
| Complete | ✓ | ✓ | |||
| Closed | ✓ | ||||
| Cancelled | ✓ | ✓ |
Status transitions that are not possible are not shown by ControlOffice.