Status Configuration

Status Configuration allows administrators to define and manage account statuses used throughout DebtRecoup.

Click to enlarge - Account status configuration and management

Accessing Status Configuration

1. Click the Administrator button (gear icon) in the top navigation bar
2. Select Accounts from the left sidebar
3. Click on Status

Understanding Account Statuses

Status Properties

Each status has the following properties:

Property	Description
Name	Display name for the status
Type	Category grouping (General, Medical, Financial, Auto, Attorney)
Color	Visual indicator for quick recognition
Claim Status	Whether accounts with this status are OPEN or CLOSED
Description	Optional notes about when to use this status
Who Can Set	Permission required to apply this status
Who Can Unset	Permission required to change from this status

Status Types

Statuses are grouped by type:

Type	Example Statuses
General	New, Active, Closed
Medical	Medical review, Insurance pending
Financial	Payment plan, Settled
Auto	Vehicle-related statuses
Attorney	Legal representation statuses

Claim Status

Each status is either:

• OPEN - Account is active and being worked
• CLOSED - Account is no longer active

Creating Statuses

Add New Status

1. Click the Add button
2. Fill in the status details:

Field	Description
Color	Select or enter a hex color code
Type	Select a category or enter a custom type
Name	Status display name (required)
Claim Status	OPEN or CLOSED
Description	Optional usage notes
Who Can Set	Permission level required to apply
Who Can Unset	Permission level required to change from

3. Click Save

Permission Levels

Set who can apply or remove a status:

Option	Description
Everyone	All users including Collectors
Managers or above	Managers, Supervisors, Administrators
Supervisors or above	Supervisors and Administrators
Only Administrators	Administrators only

Managing Statuses

Viewing Statuses

The status list displays all statuses grouped by type:

• Color indicator
• Status name
• Claim status (OPEN/CLOSED)
• Description
• Set and Unset permissions

Editing Statuses

1. Click the Edit button (pencil icon) next to a status
2. Update the desired fields
3. Click Save

System Statuses

System statuses (marked as system) cannot have their name, type, or claim status changed. You can only modify the color, description, and permissions.

Deleting Statuses

Custom statuses can be deleted if they are not in use:

1. Click the Delete button (trash icon)
2. Confirm deletion

WARNING

System statuses cannot be deleted. Statuses currently assigned to accounts may also have deletion restrictions.

Using Statuses

Changing Account Status

1. Open an account
2. Click the pencil icon next to the current status
3. Select the new status from the dropdown
4. The change is applied immediately

Status changes are logged in the account's activity history.

Bulk Status Changes

To change status for multiple accounts:

1. Go to Administration > Accounts > Manage
2. Filter and select accounts
3. Click Change Status To in the toolbar
4. Select the new status
5. Click Change

See Bulk Status Change for details.

Best Practices

Status Design

• Use clear, unambiguous names
• Apply consistent colors for similar statuses
• Group related statuses under the same type
• Use CLOSED claim status for final/resolved accounts

Permission Settings

• Restrict sensitive statuses (Bankruptcy, Legal) to supervisors or above
• Allow collectors to set common working statuses
• Consider workflow when setting permissions

Troubleshooting

Cannot Change Status

• Check that you have the required permission (Who Can Set)
• Verify the current status allows you to change from it (Who Can Unset)
• Some statuses may require supervisor approval

Missing Status Options

• Verify the status is active and not deleted
• Check your user role permissions
• Refresh the page to load latest statuses

Related Documentation

• Bulk Status Change - Mass status updates
• Manage Accounts - Working with accounts
• Audit Logs - Track status changes