Custom statuses facilitate the communication between administrators and educators. These statuses maintain transparency and compliance within the organization and ensure student data privacy is accounted for.
With statuses, educators can filter and find which products are approved, pending approval, denied, or any other status you prefer to set within your organization.
Your Learning Consultant will work with you during strategic implementation to determine the custom statuses that will allow your organization to meet its needs.
You can create and edit product statuses and privacy statuses.
- The product status communicates your district approval designation and determines where and how a product is displayed in the platform. For example, it can determine whether it appears in the Public Product Library or your organization library.
- The privacy status allows you to label and communicate the organization's stance on that product's data privacy policy compliance.
Note: To manage system and custom statuses, you need to have an Organization Administrator role.
Add Statuses
To add a custom status, click the Settings tab [1, and then click the Statuses tile [2].
Add Product Status
By default, the Product tab displays. Click the Add Product status button [1].
In the Add Product Status window, add a status name [2]. Here are some sample custom product statuses:
- Approved
- Pending
- Reviewed and Denied
- Unknown
- Approved for Grades K-5
- Approved with Conditional Use - Pilot/Grant Only
- Paid by the district
- Operational
- Recommended
- Reviewed and Denied: Free/Lite Version
- Under Review
- No longer available
You can also add a status description (optional) [3] and assign a color to the status [4].
To map the status to an existing system status, click the Map to System Status drop-down menu [5].
Then, set the status guidelines:
- Include this status in the list of active statuses [6]: If a status is no longer relevant, or if you are in the process of modifying your status internal policies, you can deactivate a status by deselecting this checkbox. This migrates all products with that status to Unknown status. This action cannot be undone.
- Include products with this status in the organization product library [7]: If you want to hide products with a specific status from your organization's product library, deselect this checkbox.
- Include products with this status in the Public Product Library [8]
- Allow members to request products with this status [9]: If you want to disallow members to request products with a specific status (e.g., Reviewed and Denied), deselect this checkbox.
- Don't show "Request" button for this status [10]: If you want to remove the request button from the options displayed to educators on the product tile, click this checkbox.
To add the status, click the Create button [11].
Notes:
- Stay concise and consistent when naming your product statuses. Your statuses should communicate the current status of a product without going into too much detail. If you want to add recommendations of use and/or longer descriptions for your educators, you can add a status description or attach resources to those products to display in the product's Details section.
- A status description helps further provide context around a product status. This displays when you hover over the status in a product's Overview page.
- Mapping your status to an existing System Status allows for important display rules within the Public Library and other areas of the platform.
- For a product to show up in your Public Product Library, it must have a status that is mapped to the Approved for Use System Status and have the Include products with this status in the organization product library checkbox selected.
View Product Status
Product statuses display on the product tile in your organization's library.
Add Privacy Status
To add a privacy status, in the Configure Status Settings page, click the Privacy tab [1]. Then click the Add Privacy Status button [2]. In the Add Privacy Status window, add a status name [3].
Here are some sample custom privacy statuses:
- Parent Consent Required
- Complies State Privacy Laws
- Compliant for 13+
- Compliant - (enter date)
- Not compliant - refused sign
You can also add a status description (optional) [4] and assign a color to the status [5].
To map the status to an existing system status, click the Map to System Status drop-down menu [6].
Then, set the status guidelines [7].
To add the status, click the Create button [8].
Assign Form to Status
If you want a custom request form to display when a product with a particular status is requested by an educator for use within your organization, you can assign a form to a status.
Edit Product Status
To edit an existing product status, in the Configure Status Settings page, click the Product tab [1]. Locate the product status you want to edit and then click the Edit link [2].
In the Edit Product Status window, you can edit the status name [3], description [4], color [5], and status guidelines [6]. You can also change the mapped system status [7].
To save the changes, click the Update button [8].
Remove Product Status
To remove an existing product status, in the Configure Status Settings page, click the Product tab [1]. Locate the product status you want to remove and then click the Remove link [2].
The Remove Status window displays. To confirm deletion, click the Yes, remove status button [3].
Notes:
- Once you remove a product status, it cannot be undone.
- Any products with the status you have removed will automatically be migrated to the status that it has been mapped to.
- You can set a status for your products individually or in bulk.
