Click here to enrol for a free course on workflows
The issue status is displayed on the top left-hand corner of the issue detail screen for every issue. This status quickly tells you how far the issue has been progressed through your workflow:
The detailed state of an issue is described within the 'Next Steps' tab, but the issue status is useful to categorise issues. As actions are completed, the issue status is automatically updated.
When an issue status changes, the issue's reminder date will also be updated. The new reminder date depends on the new status of the issue, but may be manually overridden when desired (click here for a guide on this).
You are able to view all of the issue statuses - as well as identify any issues that require your action - via a dashboard panel titled 'Issues requiring action, by status':
Simply hover over or click into each colour icon, and the system will tell you which issue status it refers to.
A full list of the issue statuses are as follows:
Reported | The first status triggered for all issues reported by either an occupier, an agent, a landlord or a contractor |
Landlord instructions requested | Status triggered by using the workflow Allocate to landlord |
Landlord instructions received | Status triggered once the landlord has shared their advice |
Awaiting instruction | Status triggered by using the workflow Instruct works but close the window before selecting and allocating the job to a contractor. |
Quotes requested | Status triggered by using the workflow Request quotations |
Request for quotes ended | Status triggered if
- the contractor selects Decline to quote - If the quote due date comes back around
- Once contractors have submitted their quotes |
Awaiting user review | Status triggered by using the workflow Request quote approval |
Quotes reviewed | Status triggered once the quotes have been reviewed |
Job awarded, awaiting appointment date | Status triggered once the job has been allocated to a contractor but they haven’t set the appointment date yet |
Job awarded, awaiting appointment date acceptance | Status triggered if the occupier has requested to be present when the works are carried out and the appointment date and time set by the occupier wasn’t agreed with the occupier |
Allocated to external user | Status triggered by using the workflow Allocate to external user |
Job awarded, appointment date declined | Status triggered if the occupier has requested to be present when the works are carried out and the appointment date and time set by the occupier was declined by the occupier |
Awaiting job completion | Status triggered once an appointment date has been established and agreed to, but the works haven’t been completed yet |
Job completed, awaiting feedback | Status triggered once the contractor has marked the job as completed, if the agency has chosen the setup Request feedback from occupier, before the occupier has given their feedback |
Job completed, negative feedback | Status triggered once the contractor has marked the job as completed, if the agency has chosen the setup Request feedback from occupier, if the occupier has given a negative feedback to the job |
Job completed, awaiting contractor information | Status triggered once the contractor has marked the job as completed, but hasn’t uploaded an invoice if an invoice is required |
Job completed, ready for closure | Status triggered once the job has been completed, all necessary feedback has been given and there aren’t any steps left to take |
| Closed. *Close reason* | Status triggered once an agent has closed the issue. The reason provided for closing the issue is added to this status for quicker visibility. |