Change Company Status

Use these instructions to change the status of a company.

1. From the company’s summary segment, click on the workflow button beside the Status field.

   

2. The Change Status workflow will open in a new window.

   The status of a company can not be changed if an active job order or assignment exists.

3. Update the form with the necessary information; fields marked in red are required to complete the workflow. By clicking on the buttons to the right of certain fields, a new window will open, allowing you to search and select options related to that specific field.

4. Click Confirm to complete the workflow.

   

5. After completing the workflow you are returned to the Summary segment and the field is updated.

   

6. Verify the Company Status Updated and notes from workflow are posted to the journal.