Summary

The Assessment Status Maintenance window is used to create and maintain assessment statuses. An assessment status is a user-defined code used to describe the current state of an assessment. The Billing, Letters and Past Due processes can be configured to only include specified assessment statuses. Many of the reports can also be filtered by assessment status.

Step by Step

1     View the existing assessment statuses.

• Open the Assessment Status Maintenance window (SA> Maintenance> Assessment Status).
• The Assessment Status Maintenance window will display all of the assessment statuses created in the application.
• Highlight an assessment status and click the Delete icon or press DELETE to delete the selected assessment status.
  • You cannot delete an assessment status that an existing assessment is in.
• Click the Create icon or press INSERT to create a new assessment status. This will create a new line item in the data grid to the left and enable the fields to the right.

2     Create a new assessment status.

• Enter an assessment status code in the Status field. This is a unique code used to identify a specific assessment status. Once an assessment status is saved, this code cannot be edited.
  • The status code can be up to eight alphanumeric characters long.
• Enter the assessment status description in the Description field.
  • The description field can be up to 256 characters long.
• Click the Save icon or press ENTER to save the new assessment status.