Status System Overview & Setup

Status System Overview & Setup

Summary: Standard statuses, next actions, departments, and email templates drive predictable progress.

Quick answer

Define Status Items and Next Actions; use Department and auto‑status flags for consistency.

What you need

  • WinCopy SQL v9.0.06+
  • Appropriate role/permissions (as required)

Steps

  1. Create Status Items and mark internal-only where needed.
    media/status-system-overview-01.png

    [Insert screenshot for Step 1]

  2. Define Next Actions and check defaults for key events.
    media/status-system-overview-02.png

    [Insert screenshot for Step 2]

  3. Configure Departments for accountability.
    media/status-system-overview-03.png

    [Insert screenshot for Step 3]

  4. Use email templates (Enable HTML) with merge fields.
    media/status-system-overview-04.png

    [Insert screenshot for Step 4]

Confirm it worked

Statuses update tickler/action fields and appear in Facility Status View; emails send when configured.

Troubleshooting

If emails fail, verify Email Settings and test credentials; consider global addresses for functions.

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