User Guide Release Disco
Admin GuidesAiimiVersions
  • Introducing Aiimi Insight Engine
    • Disco Release
    • Versions
  • Search
    • Introduction
    • Searching for Information
      • Optimising a search
        • Filtering and searching
      • Folder Browsing
      • Saved Searches
        • Saving a Search Query
        • Accessing Saved Searches
        • Bulk Search
          • Use Cases
          • Create a Bulk Search
            • Search Details
            • Map Fields
            • Review Search
            • Notifications
          • Bulk Search Template
      • Multilingual Search
    • Search Results
      • Lenses and Result Views
        • Timeline
        • Relationship
          • Finding Result Connections
          • Minimum Results
          • Relationship Type
          • Accessible Relationship Map
        • Related Result Connections
          • Understand Connections
          • Adding card details
          • Explore More Connections
      • Filtering Results
        • Using Minimum Matching Terms
        • Using Synonyms
      • Sorting Results
      • Quick Actions
        • Document Preview
        • Mark As Useful
        • Mark As Sensitive
      • Why These Results
        • Find Searched Terms
        • Why My Search Matched
      • Subject Matter Experts
  • Collections
    • What is a Collection?
      • Collection Types
    • Manage collections
      • Create a Collection
      • Status Management
      • Edit, Delete or Merge
    • Using a Collection
      • Add Items to a Collection
      • Sharing a Collection
      • Adding Comments to a Collection
  • Subject Access Request
    • Introduction
    • Creating or Receiving New SARs
      • Requests From The Portal
        • Creating a SAR from the Portal
        • Assigning a Request
      • Create a Manual Response
        • Searches
        • Subject
        • Collection Settings
        • Privacy Portal
      • Create and Manage Data Subject Types
    • Data for a SAR
      • Finding Information for a SAR
        • Payment Card Information (PCI)
        • Personally Identifiable Information (PII)
        • Redacting Sensitive Information
      • Messaging a SAR Requestor
      • Internal SAR Messaging
    • Completing a SAR
      • Finding a SAR
      • Getting Data Reviewed
        • Assigning Users to a SAR
      • Exporting a SAR Response
      • Disclosing to the Portal
  • Help and Support
    • Leaving Feedback
    • Accessibility Statement for Aiimi Insight Engine
  • Advanced Applications
    • Metrics
    • Manage Collection Type
      • Create a Collection Type
    • Using The Manage Chart
    • OData API
      • Set Access
      • Aggregating Results
      • Query Parameters
Powered by GitBook
On this page
  • Change the Core Status
  • Change the Exception Status
  1. Collections
  2. Manage collections

Status Management

Collection status help you track the progress of a collection using statuses that match your process steps. Statuses are created when a collection type is made. A Status will fall under one of 3 categories, Inactive, Active or Closed.

You can see the status of each collection from your collection hub and within each collection. Within a collection you can also see the remaining statuses for that collection type.

Change the Core Status

These are the main desired statuses for a collection type. They should also be in the order they need to be completed.

  1. Open the collection you want to update.

  2. Select Status.

  3. Select the status you want to change it to from the dropdown.

    • Each status is created when a collection type is made.

  4. Select away from the menu or use the esc key on your keyboard to close this.

Change the Exception Status

This is a status that can be a temporary or alternative state for the Core journey. For example within the Invoice Sent core status, Invoice Chased may be an exception status.

  1. Open the collection you want to update.

  2. Select Status.

  3. Make sure your Core Status is correct. If not select the status you want.

  4. Select Exception Status.

  5. Choose the exception status from the menu.

  6. Select away from the menu or use the esc key on your keyboard to close this.