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You can access the status management via Settings Manage Status. You require the appropriate access rights to view the status management.

Using the Data types button, select the desired data type for which a new status should be created or an existing status edited.

In the overview, you can quickly see which statuses exist for this data type, how often a status is selected across datasets of the respective type, and the settings applied to each status.

You can create new statuses using the Create Status button.

Existing statuses can be edited via the Edit button next to the respective entry.

The order of statuses can be easily adjusted using the next to the status entries. This order is applied to the dropdown menu in the respective data type and determines the sorting during selection.

Creating or Editing a Status

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

Name:

• Enter or modify the name of the status.
• The name can be stored in all activated languages.

Icon:

• Select an appropriate icon.
• Use the icon search to find a symbol.
• The icon's color can also be customized.

Description (optional):

• Add a description to explain the purpose of the status.

Optional Settings:

• Three checkboxes are available:
  • Lock:
    Selecting this status locks the associated dataset. No new values can be entered.
  • Finalized:
    Selecting this status marks the dataset as completed and it can no longer be edited. Datasets with this status must be switched to another status before any changes can be made.
  • Hide:
    Selecting this status hides the dataset everywhere. In the main overview, there is an option to "show hidden datasets" to make such datasets visible.

Setting Permissions:

• On the right side, define who is allowed to assign this status.
• Individual users or groups can be selected to control access.

Defining Predecessor and Successor Statuses (Enterprise Cloud Feature):

• Define which statuses may precede or follow the current status.
• Select the corresponding statuses by marking entries in the list.
• To select multiple statuses simultaneously, hold the Shift key while clicking on the desired entries.
• This function is particularly useful for controlling approval processes, e.g.:
  • Only Checked may follow In Progress.
  • Only Approved may follow Checked.

Password Required (Enterprise Cloud Feature):

• Assigning this status requires a password entry.
• When this status is selected, the account password must be entered for confirmation.
• This feature can only be activated by a customer service representative.

Trigger Evaluation:

• Your customer service representative can additionally configure an evaluation to be triggered when this status is selected, e.g., setting associated samples to In Progress when an order's status is changed to In Progress.

Save:

• Save the status or changes after configuring the desired options.

Deleting 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.