EventPro Planner Manual

Create Action Status Codes

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Create Action Status Codes

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Create Action Status Codes

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Actions are tasks and responsibilities that need to be performed by EventPro Planner Users or User Groups.  The action status codes you create here will be the options available when you later create an action and select its status.

1.Select Setup | Status Codes from EventPro Planner’s main menu.
2.From the drop-down list in the upper left corner, select Action.
3.Click the New button to the right of the selection grid.
4.The Status [New] window opens.

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5.Enter the name of the status code in the Status field.
6.Click the Text and Back buttons to select the color of the text and background. Your selections will be visible in any Actions tab and in the Actions screen, allowing you to quickly check the status of each action at a glance.
7.Choose a Type from the drop-down list.  The Action Status types are Completed, Scheduled, Unscheduled and Cancelled.  You must create at least one Completed and one Cancelled type.
8.Select a number with the Item # spin arrows. These numbers determine the order in which the statuses are displayed in the list.
9.Click Save.