Custom Checklist Statuses
  • 14 Jun 2024
  • 1 minute read
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Custom Checklist Statuses

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Article summary

It is possible to supplement, or deviate from, Slate default status labels for checklist item status (Awaiting, Received, Waived).

📝 Note

Take a moment to consider before proceeding.

  • Is it actually important for an item to be Missing, rather than Awaiting?

  • Does the new status provide clarification as to the status of a given item not available with the default three?

  • Additional Custom Statuses should be concise and informative, and cannot be longer than 32 characters.

Configuring Custom Checklist Statuses

To configure replacement and additional options for checklist statuses, you must insert PKV into the XML setting of the checklist item itself.

Custom checklist statuses are only supported by person- or application-scoped checklist items. Do not add XML to a school-scoped checklist item.

<p>
   <k>status</k>
   <v>     
      <t>Received</t>
      <t>Waived</t>
      <t>Awaiting</t>
      <t icon="Received">CUSTOM RECEIVED STATUS</t>
      <t icon="Waived">CUSTOM WAIVED STATUS</t>
      <t icon="Awaiting">CUSTOM AWAITING STATUS</t>
   </v>
 </p>

If the checklist item has a material, form, or test fulfillment, the receipt of that item will set it to Received.

Only rules can assign custom checklist statuses. Thus, you may want to remove all material fulfillment from the checklist item in the database and rely solely on rules to indicate receipt of the item.

Assigning Custom Checklist Statuses

Only rule fulfillment can assign a custom status. All checklist items fulfilled by a material, official score, or form response will be Received, Awaiting, or Waived.

Rather than adding a Test Fulfillment option to the checklist item, query for the existence of test scores within a certain parameters.

Be judicious when assigning statuses. It is not possible to use batch update to override them, and the only way they can be removed or re-set will be by creating rules to do so.


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