Managing Tracking Statuses

In addition to the standard Past Due Exception and Waived, custom statuses can be configured in Tracking.  These statuses will be available when overriding an Exception status.

Setup- Tracking- Tracking Statuses

Adding a Tracking Status

To add a Tracking Status, select +Add from the upper menu.  Choose whether it will be an Exception or a Waived status, then provide a Description and click Save .

 

Deleting a Tracking Status

To delete an existing Tracking Status, select it from the list and click Delete. 

Confirm by selecting Delete on the following screen as well.

 

Modifying a Tracking Status

Clicking the title of a Status will open the details screen.  Select Edit to open the fields for changes and click Save when finished.