Overview
The Status (Combined) column is a quick way to get lots of information about a card's current status and location.
This column displays the following information about each card:
- Status
- Location, if not out with/pending to a submittal target (customer, sub-supplier, internal personnel who are not DocBoss users)
- Routings, if applicable
- Internal approval status, if applicable
The Status (Combined) column relates to the document's progress within a single stage. If you are working with multi-stage lists, you may find it useful to keep the Stage column visible as well to provide context for the current status.
Reading the Status (Combined) Column
Status
DocBoss default statuses - these are used when no customer status is available (if the card has not yet been, or will not be, assigned a return status by the customer). By default, they are as shown below.
| Value | Name | Description |
| NULL | NULL status | No active file on the card |
| X | Required for Order but Initial Submission not yet made | Not yet assigned a customer status, but has active file on the card |
| Z | System Completed document | File on the card, and completed without assigning a stage complete return status (most often for cards that are not submitted to the customer individually, like those in packages) |
Company return statuses - an example is provided below, but these will vary based on the customer.
| Value | Name |
| 1 | Approved |
| 2 | Approved with Comments |
| 3 | Rejected |
| 4 | Received for Information Only |
Location
The location is denoted by the status suffix (appears after the status noted above). The status suffixes in DocBoss are as follows:
| Value | Location |
| Blank (with us) | |
| (-) | Pending to sub-supplier |
| (*) | Pending to internal |
| (+) | Pending to customer |
| - | With sub-supplier |
| * | With internal |
| + | With customer |
Routings
Identified by a period and the Role Suffix of the user(s) assigned the card. The following is an example only, as the Role Name and Role Suffix fields are customizable under Admin > General.
| Role | Role Name | Role Suffix |
| Role 1 | Doc Control | .d |
| Role 2 | Preparer | .p |
| Role 3 | Checker | .c |
| Role 4 | Approver | .a |
Internal Approval Status
Listed in curly brackets { }. Value dependent on internal approval status list. For example:
| Value | Name |
| {A} | Approved |
| {P} | Pending |
| {R} | Rejected |
Examples
Assuming your instance uses the example values listed in the tables above, this is how you could interpret these Status (Combined) values:
| Value | Components | Description |
| X+ | Status: X Location: + |
|
| 2(-).d | Status: 2 Location: (-) Routing: .d |
|
| 3(+).pca | Status: 3 Location: (+) Routing: .pca |
|