Set a default My Status or add My Status to a single record

Set a default My Status

If you want to set the same My Status (for example, your name) to most constant data records, you can save time by setting a default My Status. The client automatically supplies it each time you save a constant data record.

1. Navigate to Tools > Options or press <Alt><T><O>.
2. Click the My Status tab.
3. Under Bibliographic Constant Data, enter a note or identifier in free text (limit: 40 characters) to apply to constant data.
   
   For any particular constant data record, you can change the default My Status if needed:
   • Click Action > Set Status or press <Alt><Shift><S>.
   • Enter over the highlighted default text My Status in the Enter My Status Text field or edit the default My Status.

 Note: You can also set a default My Status for local authority save file records.

Set My Status for a single record

1. With a local authority constant data record open, click Action > Set Status or press <Alt><Shift><S>.
2. In the Set Status window, in the Enter My Status Text field, enter an identifier or note in free text (maximum 40 characters).
3. (Optional) Select the Save Record check box if you want to save the record at the same time you set the My Status. A check mark indicates that this option is selected.
4. Click OK or press <Enter> to assign or change the My Status, or click Cancel.
   • The My Status you entered displays in the record's status bar.
   • If you selected the Save Record check box, the client asks if you want to save to the online file or to a local file.
     • If you save to the online file, the client closes the record.
     • If you save to the local file, the record remains open.