People – Assigning Status

Managing Status of an Individual

An individual’s status can be managed in a couple places:

• On the Instance home page, in the lower section of each person’s ’tile’, click on the Status tab.
• On the person’s profile page, click on the current status (shown as a green star if it’s an active status, or a red dash if an inactive status).
• You can also view the history of status changes for this individual here:
  • Select new status from the dropdown box.
  • If status tags are available, you can select one here.
  • Add comments (if applicable).
  • Save.

Managing Status of Multiple People

From the Instance homepage, select “People” …  “Manage” … “Status.”

• Put a checkmark in the boxes next to the people you would like to change.
• Click on “Update Selected.”
  • This will open a pop-up window that will allow you to select a new status, add a tag (if available), and add any comments that you would like to include with this status change.
  • Select from a list of possible statuses.
  • Once you have made your selection, press the “Update” button to save and close.
• You will be returned to the main Status Assignment page. All selected people will now have the new status assignment, note, and a new timestamp.

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Version(s): GideonSoft 2020 Release 3 and later