Practice workflow statuses
Any item’s status can be set to Planned, Ready to Start, In Progress, Waiting or Complete. Under each of these five main statuses, you have the option to create and set your own customized sub-statuses. These practice statuses will allow you to manage and keep track of your team’s workflow in the way that suits you.
For example, if you’re waiting on completed forms to be returned from a client, marking that task as “Waiting” may not give you all the detail you require. Instead, you can create a Waiting sub-status called “Waiting on client” and mark that task with this new status. Now you and your team can know, at a glance, exactly what you are waiting on.
To create and edit your Workflow Statuses, go to Practice Settings from the main menu, and select Workflow statuses.
Under each of the main statuses, you can create new sub-statuses, edit or delete existing sub-statuses, or reorder a sub-status by using drag & drop.
You can create as many sub-statuses as you need to effectively manage your team’s workflow. Keep in mind that any changes you make to your practice workflow statuses will immediately go into effect across your whole team.
Once your practice workflow statuses have been created, you can update the status of any item in Karbon, using its drop-down menu.
Best practice tip:
Use this custom status matrix to to help you organize how you want to build your statuses and work types within Karbon.
Once your matrix is built, go into Karbon and use the Practice Settings section to create/update (from the main navigation panel).
- Step 1 (Workflow statuses): Add all custom statuses to the four status groups.
- Step 2 (Work types): Add all listed work types to the list.
- Step 3 (Work types): Select a work type and then check the custom workflow statuses that apply to the selected work type.