Thursday, 19 January 2017

Side Snippet: Status and Action for Service Entities

Case (Incident)

Case has the following statuses: - Active , Resolved and Cancelled.

Case Resolution statuses - Open, Completed and cancelled. (History of closed activities).

Routing Rules statuses: - Draft and Active

Automatic Case Routing - Draft and Active

Parent Child Cases - N/A - even though there is a setting option

Process Ribbon - Identify, Research and Resolve

Menu - New, Create Child Case, Resolve Case, Cancel Case,  Apply Routing Rule,
             Add to Queue, Queue Item Details, Assign, Delete, Share, Email a Link,
             Follow, Run Workflow, Start Dialog, Switch Process, Edit Process,
             Run Report and Form Editor.


Knowledge Base

Article Template has the following statuses: -  Active and Inactive.

Article has the following statuses: - Draft, Unapproved and Published.


Queues

Queues has the following statuses: - Active and Inactive.


SLA

SLA  has the following statuses: - Draft and Active.


Entitlement

Entitlement has the following statuses: - Draft, Waiting, Active, Cancelled and Expired.

Entitlement Templates has the following statuses: - NA??


Equipment / Facility

Equipment / Facility statuses - New, Existing.


Users

User statuses: Enabled and Disabled.

Service

Service statuses: - Active and Inactive.


Resource Group

Resource Groups statuses - Active and Inactive.


Site

Site status - No status fields. Can only create and delete site.


Business Closures

Business Closures statuses - NA ??


Goals

Goal status - Closed, Discarded and Open


Goal Metrics

Goal Metric status: - Active and Inactive


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Sales Literature

Sales Literature status - No status fields.


Competitors

Competitors status  - No status fields.


Sales Territory

Sales Territory Status - No status field


Currency

Currency Status - Active and Inactive


Lead

Lead statuses - Open,Disqualified and Qualified.


Opportunity

Opportunity statuses  - Open, Lost and Won


Quote

Quote statuses - Draft, Active, Won, Lost


Order

Order statuses  - Active, Submitted, Cancelled and Fulfilled


Invoice

Invoice statuses - Open, Paid, Cancelled


Unit Groups - Active and Inactive

Product -  Active, Draft, Retired and Under Revision

Price List -  Active and Inactive (no status reason)

Discount List - Active and Inactive (no status reason)

Family Groups - entity not in advanced find

Bundles -

Tailored List

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Marketing Lists - Active

Campaigns - Active (proposed, ready to launch, launched, completed,
                                   Cancelled and suspended)

Campaign Responses - Open, Closed



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