Please note - you will only be able to access State Manager on the web application and if you are an admin user.
Step by step
Click on the Settings cog in the bottom left hand corner of your account and click State manager. Displayed will be a list of all the states on the account.
To add a state, click on New state on the top right hand side of the screen. Here you will be able to choose a name, icon, and colour. You will need to choose whether this is a positive state and if the state will archive the records given that state.
To edit a state, click on the three dots icon on the right hand side of the state and click Edit state. Here you can change the properties of the state including name, icon, and colour. This will update the state on the records it has been assigned to and update it in the list of states.
To delete a state, click on the three dots on the right hand side of the state and click Delete state. The delete state will remain visible on any records that have been inspected with that state, but you will no longer be able to inspect any records with that state.
Set a default state. Click on the three dots on the right hand side of the state and click Set as default state. During an inspection, when the state is selected the 'default' state is the state that is shown as default and can be changed with the drop down menu. It will most commonly be the state that you wish all your records to be in.
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