For Papertrail account admins who would like to create or edit account inspection states, the State Manager tool is now available and can be found by clicking on the settings cog on the bottom left of your account homepage.

With State Manager, you now have the ability to manage your own custom inspection states effortlessly. Whether it's different inspection stages, unique labelling systems, or personalised status categories, you have the freedom to tailor your account to fit your specific needs

To create a new state simply click New state at the top right of the screen and a window will open.

Here you can add a state name, select the state icon (i.e. tick, magnifying glass, question mark), select state colour (i.e. Yellow, Red, Green), select whether it is a positive or negative state (eg. Checked - Good is a positive state), and finally whether records are archived when they are inspected into that state.

To save the new state simply click Create.

Now when you carry out an inspection on a record you will see the new state in the list and can set the record in this state.

The default state is the inspection state that records are automatically set as when added or imported into your account. The default state can be changed by clicking on the 3 dot menu of the state you would like to set and selecting Set as default state.

A window will appear where you will be asked to confirm this action, click to save the change and this will then be applied to new records added to your account.

NB: You cannot set a state to default which will archive records.

Your account inspection states will have a set order that they are presented in, if you would like to change the order of your inspection states, you can drag and drop the states using the drag handles on the side.

This new order will be reflected in the dropdown when selecting the state on a record during an inspection.

You can edit an inspection state by clicking on the 3 dot menu of the state you would like to set and selecting Edit state.

You can edit state name, state icon (i.e. tick, magnifying glass, question mark), select state colour (i.e. Yellow, Red, Green), whether it is a positive or negative state (eg. Checked - Good is a positive state), and finally whether the state archives records when applying the filter.

To save the updated state simply click Save changes.

NB: You cannot edit a state which is used in 1 or more records.

To delete a state click on the 3 dot menu of the state you would like to remove and select Delete state. The below window will appear asking you to confirm this action, once confirmed the state will be deleted. The state will remain visible but with a ‘Deleted’ flag until such time as all records in the state have been inspected into another state after which it will no longer be displayed.

NB: You cannot delete the current default state.

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