STATUS AND SUB-STATUSES

• ALL - Filter worklist by All statuses
• ASSIGNED - Filter worklist by appointments that have been assigned to a field worker but not completed yet
• COMPLETED- Filter worklist by appointments that have been completed by a field worker
  • COMPLETED FIELD- Filter worklist by appointments that have been successfully completed by a field worker
  • COMPLETED PARTIAL - Filter worklist by appointments that have not been successfully completed by a field worker, usually there is data missing that still needs to be submitted
• CANCELLED - Filter worklist by appointments that have been cancelled by a User
• WAITING - Filter worklist by appointments that are yet to be assigned to a field worker (these appointments are normally filtered out of the standard list)
• INVOICED - Filter worklist by appointments that have been Invoiced either to the Agent, Field Worker or Client
• AUDITED - Filter worklist by appointments that have been Audited by a User
  • AUDITED FAILED - Filter worklist by appointments where the phone or desktop audit has failed
  • AUDITED PASSED - Filter worklist by appointments where the phone or desktop audit has passed
  • AUDITED CORRECTED - Filter worklist by appointments where the phone or desktop audit had failed but has been subsequently passed
  • AUDITED RE-AUDIT (FIELD) - Filter worklist by appointments where a user has determined that the appointment needs to audited again in the field
  • AUDITED RE-AUDIT (PHONE) - Filter worklist by appointments where a user has determined that the appointment needs to audited again by phone
  • AUDITED RE-AUDIT (HAIR) - Not used by Ecovantage
  • AUDITED DUPLICATE - Not used by Ecovantage
  • AUDITED WAIVED - Filter worklist by appointments where the phone or desktop audit has been waived as not required by a user
  • AUDITED PARTIAL - Filter worklist by appointments where one type of phone or desktop audit has been passed but there is another type that hasn’t been performed yet
  • AUDITED CORRECTIONS REQUIRED (FIELD) - Not used by Ecovantage
• SUBMITTED - Filter worklist by appointments that have been Submitted to the governing body for certificate registration
  • SUBMITTED PENDING - Filter worklist by appointments that have been Submitted to the governing body for certificate registration but are waiting for a response whether they have been accepted or not
  • SUBMITTED ACCEPTED - Filter worklist by appointments that have been Submitted to the governing body for certificate registration and been accepted
  • SUBMITTED REJECTED - Filter worklist by appointments that have been Submitted to the governing body for certificate registration but have been rejected and therefore need additional review
  • SUBMITTED PARTIAL - Not used by Ecovantage