With 2018 2.2 update Added the ability to add Status Codes from TEAM. A few problems in the update:
1. Reviewer cannot see after update when Releasing or Notify and Closing. Project Editors have to add Status Code on the fly. When this is done it allows duplicates that by default fall into "All" category in the Admin Status Code and need to edit else it shows up in both Regected and Approved for Approver. In order for the Reviewer to see status in correct category you have to assign "Approved" and "Closed" or "Rejected" and "Closed" to Status Code. When this is done the Reviewer can then see them, only thing they see both Rejected and Approved codes at the same time.
2. Project Editors can make new Satus Codes per above. This may be better perhaps permitted by Admin instead of Project Editors. When duplicates are created because Project Editor not seeing and creating an already established code, the Approver starts seeing multiples when they use drop-down for each one created by each event. See Clearview Case #1455251
3. Is it prudent for the Reviewer to assign Status Code? If the Approver has already assigned Status Code (this should be required field) shouldn't that same code stay until it goes back to submitter?
Company | Leander Construction |
Job Title / Role | Project Manager |
I need it... | 1 month |
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I agree this was a miss with the initial releases of the status codes. We have cleaned this up throughout the year - you can now apply status codes only to certain states so approvers only see Approved-type statuses at the right time. We also added the ability to filter the list of status codes available on a project so Project Editors can't create new ones, then if you use the Copy Project function these settings all transition to the next project. Here are the help topics with the details:
http://teamdocs.viewpoint.com/topics/admin/t_create_status_code.html?hl=applies%20to
http://teamdocs.viewpoint.com/topics/Project_Settings/t_add_status_codes_to_a_project.html
Joseph - it is available. Look for Response, not status.
The "Status" should also be available as a column on the submittal grid similar to the "State".