Centology Form Statuses Explained
Forms Process Flow:
Created Status:
The first status for a form once newly created is 'Created'. Adviser Administrators can freely edit the fields in the form that can be edited and any read-only fields can be modified through the Private Client record.
For more information on how to do this, please refer to the following knowledge base article: Updating Client Records on The Centology PortalIf the 'Save Draft' button is used at any point, the form automatically goes into 'Saved' status. Within the 'Created' and 'New' statuses of any form, the 'Save Draft' button can be used to save any changes made on the form.
This can be a very useful tool if administrators want to pre-fill forms and save changes for case managers to check over and once checked, the form can be published by selecting the 'Publish' button. The form can no longer be deleted once it goes into 'Saved' status.
New Status:
Once the form has been published using the 'Publish' button, the form will now be visible to the client, and all Adviser required fields will be read-only and cannot be modified.
Submitted Status:
Once the client signs and submits the form, all fields become read-only and cannot be altered. Adviser Administrators can review the form using the eye icon and can choose to either 'Approve' or 'Reject' the form:
The option to reject or approve the form appears once all of the pages of the form have been checked.
Rejected Status:
If the form is rejected, the form's status will change to reflect this and no further changes can be made to the form. After the expiration date has elapsed, the form automatically goes into 'Archive' status.
Approved Status:
Within the approved status, no further changes can be made by Adviser Administrators and the form is automatically sent over to the relevant provider. Once the form has been approved, any changes required to the form needs to be requested on an individual basis.
Processed Status:
Once the form is sent over to the relevant provider, the status moves from 'Approved' to 'Processed'.
Complete Status:
Once confirmation of receipt is received from the relevant provider, the process is complete and the form moves into the 'Complete' status.
Archive Status:
When generating a new form, an expiration date for the form must be set at the start. Once this expiration date has elapsed, the form goes into archive status.
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