Ventures allows you to create sub-statuses for your loans. We recognize that your process may involve more steps than the regular statuses can describe. This is where sub-statuses come in.

You will need to be a site administrator to create or edit sub-statuses:

• Click on Administration in the menu at the top of the screen.
• Click on Reference in the menu on the left, a submenu will appear.
• Click on Loans in the submenu, another submenu will appear.
• From the submenu click on Sub-Statuses.
• Click Add. The Add Loan Sub-Status pop up will appear.

 

 

• Fill in a name for the Sub-Status in the “Sub-Status” field.
• Use the “Sub-Status of” dropdown menu to choose the status the sub-status will be available. The sub-status you create, will only be available to select during the time the loan is in the status you set here. In other words, if you select “Open” in this menu, the sub-status will only be available when the loan is in Open status.
• You can enter a description of the sub-status if you wish. Users cannot see the description.
• Mark the sub-status active. If the active box is not checked, the sub-status you are creating will not be available for selection.
• When you finish filling out the information you need to, click save.

 

To edit a sub-status:

• Click the hyperlinked sub-status name.

 

 

• The edit sub-status popup will appear. It is identical to the Add a Loan Sub-Status pop up pictured above. 
• Make your edits and click save.

 

In general, we do not recommend deleting sub-statuses, instead if you want to remove a sub-status as an option in your system, mark it inactive:

• Click on the sub-status.

 

 

• Uncheck the active box.
• Then click save.

 

 

This will remove the sub-status from selection in Ventures, but will not affect loans the sub-status has already been used in.

 

If you do want to delete the sub-status:

• Click the X icon in the row of the the sub-status you want to delete.

 

 

• Before you confirm that you want to delete the sub-status, it is important you use the Replace With dropdown menu to select a replacement sub-status . This replacement sub-status will be used to replace the sub-status you are deleting anywhere it is selected. Make sure you select a sub-status to replace the deleted sub-status with.
• Confirm that you want to delete sub-status by clicking the delete button in the confirmation pop up that appears.

 

 

You will return to the sub-status page and the sub-status will be deleted.