Managing Custom Statuses

This article covers adding custom statuses to Simplifya and using them on your badges and certifications. To skip ahead:

• Adding a Custom Status
• Editing a Custom Status
• Deleting a Custom Status
• Using Custom Statuses on Licenses

Adding and Editing Custom Statuses

Simplifya allows you to add an unlimited number of customized license statuses so you can more easily and accurately track your licenses. Your customized license statuses can be applied to licenses in any license category (badges, certifications, and other), and can be changed or removed at any time.

Adding a Custom Status

To add a custom status:

1. Click the ellipses () icon in the top right corner of your Licenses module.
2. Click "Manage Statuses".
3. In the modal that appears, click the "+ Add Status" button.
4. Add the name of the new status (20 character maximum).
5. If you'd like to add a custom color for your status, click the "Choose color" button and use the drag option.
6. Click "Done" next to the name of your status.
7. To save your status(es), make sure to click the "Update Statuses" button in the bottom right of the modal.

Editing a Custom Status

To edit a custom status:

1. Click the ellipses () icon in the top right corner of your Licenses module.
2. Click "Manage Statuses".
3. In the modal that appears, find the status you'd like to edit and click green pencil icon ().
4. Edit the name of the status (20 character maximum) or edit custom color for your status using the "Choose color" button.
5. Click "Done" next to the name of your status.
6. To save your edits, make sure to click the "Update Statuses" button in the bottom right of the modal.

Deleting a Custom Status

To delete a custom status:

1. Click the ellipses () icon in the top right corner of your Licenses module.
2. Click "Manage Statuses".
3. In the modal that appears, find the status you'd like to edit and click red 'x' icon ().
4. To save your updates, make sure to click the "Update Statuses" button in the bottom right of the modal.

When deleting a custom license status, any licenses in that status will switch to one of the default system statuses of "Valid" or "Past Due".

Using Custom Statuses on Licenses

Once you've created custom statuses, you'll be able to add them to your licenses in the following places:

1. When creating a new license
2. When editing a license
3. By clicking on the ellipses menu next to a license and selecting "Edit Status"

Note: A license can only have one status at a time. For more on managing your licenses, see: Adding, Editing, and Deleting Licenses.

If haven't created custom statuses or applied one to a license yet, your licenses will default to the system statuses of "Valid" or "Past Due" (based on the expiration date of the license).

Permissions

The following permissions apply when using custom statuses:

• Administrators: Can add, edit, and delete custom statuses, and add them to any licenses in their account.
• Consultants: Can add, edit, and delete custom statuses, and add them to any licenses in their account.