Document Statuses

You can use the Document Statuses page to associate a document Code and Description with the Approved status.

Only documents with Approved status are displayed and available for selection in Anthology Student when you add or edit a document using the: 

  • Documents list for a student (Select the Students tile > select the name in the Students list > expand Contact Manager > select the Documents tile.)

  • Document Tracking list (Select the Document Tracking tile.)

Prerequisites

To view the page, you must have Contact Manager - Configuration - View authorization.

To edit the page, you must have Contact Manager - Configuration - Manage authorization.

Access Method

Select the Configuration tile > locate Contact Manager > select Document Statuses.

Procedure to Add or Edit Items

  1. Review the values of the records in the grid.

  2. If you want to:

    • Add a new list item, select the New button on the toolbar

    • Add a new list item by copying and modifying an existing list item, select the row in the list, and select the Duplicate button on the toolbar

    • Edit an existing list item, select the Name in the list

  3. Review, specify, or change the following values.

    ActiveClosed Specifies whether the associated record is active.

    ApprovedClosed Indicates whether the selected document selected is approved by your institution.

    CodeClosed The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique.

    NameClosed The descriptive name of the item.

  4. If you want to save and: 

    • Continue making changes, select the Save button

    • Continue to add another item to the list, select the Save & New button

    • Close, select the Save & Close button

Limitations

You cannot edit configuration items that have a Yes in the System column. These items are defined by Anthology Student.