Changing A Job's Status
How to move a job through its stages
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Statuses show where a job is in its lifecycle. Keeping them accurate helps everyone understand progress without needing to ask for an update.
Seeing the Current Status
When you open a job, its current status is shown clearly on the job record. This is the stage the job is in right now.
If your team has set up a structured workflow, you will only be able to move the job to the stages that have been allowed for that job type.
Moving a Job to the Next Stage
To change a status, open the job and choose one of the available next stages. In some teams you may also be able to move a job back to an earlier stage if that has been allowed in the setup.
If you see familiar names such as Draft, Confirmed or Complete, treat them as examples of stages your team may use. The exact status names on your account depend on how your admins have configured the module.
When Mashoom Blocks a Status Change
Sometimes Mashoom will stop a job from moving to the next stage. This happens when the rules for that stage have not yet been met.
For example, Mashoom may require:
- certain job fields to be completed
- certain linked record details to be present
- one or more linked records to be added before the move is allowed
If this happens, read the issues shown on screen and work through them one by one. Once those issues have been resolved, try the status change again.
Good Status Habits
Status changes work best when they reflect the real state of the job. Try to avoid using a later stage just to make a list look tidy. If work is waiting on information, approval or scheduling, keep the job in the stage that honestly represents that.
This makes searches, reports and follow-up work much more reliable for the whole team.
The next tutorial explains how to link a job to other records so you can track progress across Mashoom's various modules: