On various documents and reports there is a way to set ChartItem status using the "Set Status" button. Note: When setting a status to Signed, you are required to supply your ChartCaddy password in the box between the Status drop down menu and the "Set Status" button.

There is a specific order that must be followed when updating the status of ChartItems. The normal order is Draft, Completed, Signed, Approved, and then Final. Some organizations may have additional statuses depending on their configuration. Only clerks and administrators can set ChartItems to Approved or Final unless the user has a special permission. Only administrators can change the status of ChartItems from Final to Approved and then from Approved to Draft in order to revise a signed ChartItem.

To set a single ChartItem status, first highlight the ChartItem by single clicking on it in the table. To update multiple ChartItems all at once, hold down the Control key on Windows computers or hold down the Command key on MacBooks, and then single click any combination of ChartItems you wish to include. Next select the Status you wish to set from the drop down menu, and finally click the "Set Status" button.

All documents have statuses that determine the work flow for that particular type of document. If a document does not have a visible status then it is considered to always have a status of Draft. There is a generic set of statuses that represents a generic work flow, but since not all documents have the same work flow, not all statuses are valid for all documents. Fields and buttons on a document can be affected by the status of a document. For example, the Print button is not visible until a document is successfully saved for the first time, and most fields on a document are usually read only when the status is Final. To move a document from one status to another, you update the Status field and click the Save button.