How to Create a Custom Status for Continuous Improvement, Complaints, Appeals, and Add an Area of Operation

How to Create a Custom Status for Continuous Improvement, Complaints, Appeals, and Add an Area of Operation

Idea
Overview
This tutorial guides you through the process of creating custom statuses for Continuous Improvement, Complaints, and Appeals, as well as adding new Areas of Operation. Custom statuses help streamline tracking, ensure compliance, and provide greater clarity across your RTO's quality systems. Ideal for administrators seeking to tailor workflows to their operational needs.

Notes
Step Tutorial
Please select from the list of topics:
How to Create a Custom Status for Continuous Improvement
1. Click Administration and go to Templates
2. Select the System tab
3. Click the Continuous Improvement Status tab
4. Click the "New" button


5. Fill in the Status, add a Description and pick a Colour.
6. Click Save.



You have now created a new custom Continuous Improvement status. 
How to Create a Custom Status for Complaints
1. Click Administration and go to Templates
2. Select the System tab
3. Click the Complaint Status tab
4. Click the "New" button


5. Fill in the Status, add a Description and pick a colour.
6. Click Save.



You have now created a new custom Complaint status.
How to Create a Custom Status for Appeals
1. Click Administration and go to Templates
2. Select the System tab
3. Click the Appeals Status tab
4. Click the "New" button



5. Fill in the Status, add a Description and pick a colour.
6. Click Save.



You have now created a new custom Appeals status.
How to Create a new Area of Operation
1. Click Administration and go to Templates
2. Select the System tab
3. Click the Area of Operation tab
4. Click the "New" button


5. Fill in the Title and add a Description.
6. Click Save.



You have now added a new Area of Operation.
 

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.


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