Statuses let you classify your forms' answers and make it easier to track them from the Web Platform.
For example, you can use statuses such as:
Under review
Approved
Rejected
Pending
You can create new statuses, modify existing ones, or delete them based on your organization's needs.
⚙️ How do I configure statuses?
Log in to the DataScope Web Platform.
Go to Home.
Select Statuses.
From this section, you can manage the statuses available for your account's answers.
➕ Create a new status
Type the new status's name in the text field.
Select the + button.
Configure the status as needed.
✏️ Modify a status
Find the status you want to modify.
Select the pencil icon.
Modify the status's name or color.
Save the changes.
🗑️ Delete a status
Find the status you want to delete.
Select the trash can icon.
Confirm the deletion.
📌 Important: before deleting a status, check whether there are answers using it, since the change can affect how you classify and manage those answers.
🔄 How do I assign a status to an answer?
Once statuses are configured, you can assign them to answers from Home, depending on your user's permissions.
Statuses let you quickly identify each answer's status and make it easier to track them.
📱 When you change an answer's status, the user who completed it receives a notification on their mobile device informing them of the change. That notification remains available later under My History > Completed, within the app.
🔎 Can I find out who modified a status?
Yes. DataScope records the changes made to statuses.
To check this:
Go to Home.
Look for the answer you want to review.
Click Configure.
Select Change Log.
There you can check information such as:
The user who made the change.
The date of the change.
The time it was made.
This helps maintain the traceability of the modifications made to the answers.
🔗 Automate workflows based on status changes
You can also create workflows that are triggered automatically when an answer's status changes, using an integration with Zapier.
This lets you, for example, automatically notify a team or send a confirmation email every time an answer changes to a particular status.
You can access this integration through this Zapier link.
📌 Remember
Statuses are customizable, and you can use them to adapt DataScope to your organization's workflow.
If you can't find the Statuses option or can't modify it, check that your user has the necessary permissions.