Navigation:  Application Modules > Pipes/Fields > Configuration > Pipe/Field > Status Codes

Within EnergySteward.com you are able to setup multiple status codes to any pipe/field.  Typically, these status codes will represent the status of the pipe/field (to your organization) for a given time period.  For example you may decide to manage your pipes/fields with the following status codes:

 

 

This configuration screen provides you with a method to setup those status codes.  When working with your pipes/fields, these status codes will be listed in various pull down list boxes when adding or updating pipes/fields into EnergySteward.com.  In addition, you can run queries and reports based on status (ie.. pull up a list (then maybe export to Excel) of all "Pending" pipes/fields, for instance).  You might use these status codes if you have starting or discontinuing business relationships with various pipes/fields.

 

Important note:  These configuration screens provide you with the mechanism for populating a standardized list for the actual pipe/field setup screen.  You assign these status codes to various pipes/fields at the time you add or update the pipe/field within EnergySteward.com.

 

The screen shot below shows the initial screen which lists out your available status codes:

 

 

Add Pipe/Field Status Code (button) - Click this button to add a new status code.

 

View/Edit Grid Button (pencil) - Click this next to the applicable status code in order to change the information about this status code.

 

Delete Grid Button (red x) - Click this next to the applicable status code that you want to permanently delete.  When you delete a status code, then all pipe/field associations to this status will be removed (pipes/fields will still be there, just their association to this status will be permanently deleted). Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.

 

 

Pipe/Field Status Code Name - This can be any name for the status which you want to define.  It is suggested that you make this name relatively descriptive for the status in question.  The name you post here is what will show up within the pull down list box when setting pipes/fields.

 

Notes - This is required and should just be a brief description for the pipe/field status.

 

Is Status Code Available (checkbox) - If checked, then this status is considered active and will therefore show up in the pull down list boxes when setting up pipe/field information.  If unchecked then historical status information is maintained BUT when assigning new status codes to pipes/fields, the item will be unavailable (will not show up in the pull down list box).

 

Is Pipe/Field Considered Available (checkbox) - If checked then any pipes/fields associated to the status code should be considered 'Available'.  Examples of available pipes/fields might include 'Active', 'Pending', etc.  When unchecked then the status would indicate that the pipes/fields associated to it ARE unavailable (like "Suspended" status, etc.).

 

Automatically Post This Status for New Pipes/Fields ? (checkbox) - If this is checked then then a this particular status will AUTOMATICALLY be posted on a pipe/field without it explicitly being entered.  All of this done, during actual pipe/field setup.  This is beneficial in those situations where a company is bulk entering their initial pipes/fields.  Every new pipe/field which gets entered can be automatically 'tagged' with the status (like 'Active') which is checked via this checkbox.  Saves on entry time when setting up a pipe/field.