Configure UTA/Module Types and Statuses

Types categorize records within a UTA/module, while statuses represent the stages a record moves through and can be color-coded for quick identification in list views. Statuses can be made available to all types or limited to a specific type.

Who: Global administrators

When to Configure UTA/Module Types and Statuses

Configure UTA/module types and statuses when:

• A UTA/module has been created, and the items being tracked fall into distinct categories.
• Different categories of Level 1 items require different fields, statuses, or workflows.
• Status colors are needed to make record states easy to identify in list views.

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Prerequisite

The UTA/module must already exist. For more information, see Create a UTA/Module.

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Create a Type

Types categorize your Level 1, Level 2, and Level 3 items.

To create a type:

1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
2. Click the Configuration Settings gear.
3. Click the Level 1, Level 2, or Level 3 tab.
4. Locate the General Settings section and click Types.
5. Click the New Type [+] icon.
6. Click the Name field and enter the applicable information.
7. Click the Caption field and enter the applicable information.
8. Add any remaining applicable information, and then click Save.

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Create a Status

Statuses represent stages in a process. A status can be created that is available to all types, or only available to a specific type.

Create a Status Available to All Types

To create a status that is available to all types:

1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
2. Click the Configuration Settings gear.
3. Click the Level 1, Level 2, or Level 3 tab.
4. Locate the General Settings section and click Statuses.
5. Click the New Status [+] button.
6. Click the Name field and enter the applicable information.
7. Click the Caption field and enter the applicable information.
8. Click the Color Code field and enter the applicable information.
9. Toggle Is Default Status on so all new records start at this status.
10. Add any remaining applicable information, and then click Save.
11. Click the Permissions & Availability tab.
12. Locate the Availability section, click the Enabled on Application Types field, and then select the applicable option.
13. Add any remaining applicable information, and then click Save.

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Create a Type-Specific Status

To create a status that only applies to certain types:

1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
2. Click the Configuration Settings gear.
3. Click the Level 1, Level 2, or Level 3 tab.
4. Locate the General Settings section and click Statuses.
5. Click the New Status [+] button.
6. Click the Name field and enter the applicable information.
7. Click the Caption field and enter the applicable information.
8. Click the Color Code field and enter the applicable information.
9. Add any remaining applicable information, and then click Save.
10. Click the Permissions & Availability tab.
11. Locate the Availability section, click the Enabled on Application Types field, and then select the applicable types.

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