An expiration can have multiple statuses. Some of them are automatically changed and others are assigned manually. Here's a list of the different statuses an expiration can have:

  • Current: this is an automatic status and is assigned when the expiration date of a document is in the future.

  • Notify: this is an automatic status and is assigned when the first notification is sent for a specific expiration.

  • Expired: this is an automatic status and is assigned when the expiration date of a document is in the past.

  • No Date: this is a manual status and used to indicate that there's no expiration date for the document. In essence, it doesn't expire. For example, a training that is taken one time.

  • Archived: this is a manual status and used to archive an expiration. It'll make the expiration read only and it'll stop all future notifications from going out. Archived expirations can be unarchived.

  • Missing: this is a manual status and used to indicate that the expiration is missing an expiration date. It can be there to indicate that we need to follow up and find that expiration date.

  • On Hold: this is a manual status and used to indicate that the document is on hold. Expirations that are on hold don't show in the dashboard as expired. This can be used for example when a document is in the renewal process, it's not current but it isn't expired.

Changing the status of an expiration from the contact, location or equipment screen

For this, go the specific contact, location or equipment screen and from the Expiration Items related box, click on the drop down menu for the expiration and then click on Change Status

Changing the status of an expiration from the expiration list

For changing the status from the expiration list, click on Expirations from the top menu and from the list, click on the drop down menu for the expiration and then click on Change Status:

The change status screen

The change status screen includes a drop down list with the different statuses. Just select the new one and click Save.

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