An evaluation status represents the state of the evaluation’s progress.

Add an evaluation status

1. Expand the “Configuration” menu on the sidebar navigation. 
2. Expand the “Lists” menu under “Configuration”.
3. Expand the “Statuses” menu under “Lists”.
4. Select the “Evaluation” menu.
5. Select “Add” to add an evaluation status.
6. Populate the fields.  Data fields with an asterisk (*) are required.
   • Name*: Enter the evaluation status name.
     • The system will not allow evaluation statuses with duplicate names.
   • Description*: Enter a description of the evaluation status.
   • External Identifier: Enter the unique identifier that represents this record in an external system.
7. Select “Save” upon completion.

Please note that the description field is required for this type of data record.

Manage statuses

1. Locate the evaluation status record.
2. If the In Use column displays “Yes”, click the “Yes” text to view a report of all evaluations with this status.
3. To the right of each record, under the Actions menu, you may:
   • ​Edit the evaluation status.
   • Download the evaluation status definition for import into another database.
   • Delete the evaluation status. You may delete statuses only when they are not in use at any record.