Action Status: How to change manually

Modified on Fri, 21 Jan 2022 at 05:56 PM

This article explains how to change an Action Status for your Participant manually. 


For more information on what an Action Status is and how to create them, click here.  


Note that only Action Statuses that have Manual transition can be changed using this process. Action Statuses that are Automatic transition will be triggered automatically according to SQL. 


How to change an Action Status manually



Step 1: Click on the Record Dashboard icon on the Home page


  • Click on this icon to Access the Records Dashboard


Step 2: Click on the ActionStatus for your relevant Record

  • Click on the ActionStatus column corresponding to your Record
  • Then click on the dropdown menu to see the Action Statuses available for your Record
  • Select the relevant Action Status



Step 3: Select your Action Status and Accept

  • Select the Action Status that you would like to change to 
  • The click somewhere else in the screen, to prompt the pop up box asking if you are sure

  • Click "OK" for "Are you sure?"


Your Action Status should now be changed - you will see a green box in the right hand of the screen saying "Success"



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