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Navigation

Open the status management via: Navigation bar → Settings → Manage Status
Note: You need the access right View status types to access the status management.

The following figure shows how the status management page looks in the LDB. The functions of the status management are described below.

Figure: Status management overview

Status Overview Description

The statuses are displayed in a tabular overview. The following table describes the columns. The displayed entries vary depending on the configuration.

Note: The status currently set as default is highlighted in green.

Functions

Select Data Type

The status management applies to a specific data type in the LABORDATENBANK (e.g. Samples, Orders, Customers, Materials, Processes ...).

• Click the Data types dropdown and select the desired data type.
• The overview will refresh and display the statuses of the selected data type.

Create New Status

• Click the + Create Status button at the top left.
• For more information, see the detailed section Create New Status below.

Edit Existing Status

• Click the orange Edit button in the desired row to change the settings of an existing status.

Adjust Status Order

The order of statuses determines the sorting in the dropdown menu for the respective data type.

• Click the arrow symbol to the right of the Edit button and drag the entry to the desired position.
• The new order is saved automatically.

Restrictions, Properties, and Permissions

• If additional optional restrictions or properties are enabled for a status, these are shown in the overview.
• If access to a status is restricted, the status column shows which persons or groups may select this status.
• For more information on optional settings and permissions, see the section Create New Status below.

Predecessor and Successor Status (Enterprise Cloud Feature)

• If predecessor or successor conditions are defined for a status, these are displayed directly in the status column.
• Predecessor: Shows which statuses must have been selected before the current status.
• Successor: Shows which statuses may be selected after the current status.
• For more information, see the section Create New Status below.

Create New Status

When creating a new status (or editing an existing one), the following settings can be configured:

Name:

• Enter or adjust the name of the status.
• The name can be stored in all enabled languages.

Icon:

• Select an appropriate icon.
• Use the Icon search to find a specific symbol.
• The color of the icon can be adjusted. Available colors: green, orange, red, black, gray, blue, and purple.

Description (optional):

• Add a description to explain the purpose of the status.
• The description can be stored in all enabled languages.

Default:

• If this option is enabled, this status type is preselected for new entries.

Link status selection to SQL condition (Enterprise Cloud Feature):

• A status change to a specific status can only be made if a defined condition is met (e.g. no limit violation is present).
• Example: A sample has the status "in progress" and a limit violation is present – the status "released" cannot be selected (the restricting condition is defined as an SQL rule on the "released" status).
• This option can be implemented for you by your customer support team.

Optional Settings:

• The following checkboxes are available to define the properties of a status:
  • lock: Data records with this status are locked and can no longer be edited. No new values can be entered.
  • finalized: Data records with this status are closed and can no longer be edited. A different status must first be selected before changes can be made.
  • hide: Data records with this status are hidden in all screens. In the main overview there is the option to make such records visible.

Set Permissions:

• On the right side, it can be defined who may select this status.
• Available options: Everyone, Only me, Employee groups, or Employees.

Set Predecessor and Successor Status (Enterprise Cloud Feature):

• It can be defined which statuses are allowed before or after the current status.
• Select the corresponding statuses by clicking the entries in the list.
• To select multiple statuses at once, hold the Shift key while clicking the desired entries.
• Click all to clear the selection, meaning all statuses are permitted as predecessors or successors.
• This feature is particularly useful for controlling approval processes, e.g.:
  • Only Reviewed may follow In Progress.
  • Only Released may follow Reviewed.

Password required (Enterprise Cloud Feature):

• Selecting this status requires a password to be entered.
• If this status is selected, the account password must be entered for confirmation.
• This feature can only be activated by your customer support team.

Stat to trigger (Enterprise Cloud Feature):

• Your customer support team can configure that query reports are automatically executed after a status change to this status
• e.g. to set the associated samples to "in progress" when the status of an order is changed to "in progress".

Figure: Edit / Add Status

Delete Unused Statuses

Statuses that are no longer needed can be deleted. This is done via the delete button next to the Save button. A status can only be deleted if it is not in use.