Assessment statuses — configurable status labels within the assessment lifecycle stages
Last updated: July 12, 2026 by Steve
Assessment Statuses
Assessment statuses are the labels an assessment can carry as it moves through its lifecycle. AccessPoint fixes the four lifecycle stages — Active, In Review, In Effect, and Closed — but lets you configure the status labels that live inside each stage, so the wording on the status chip and the sidebar dropdown matches how your office describes its work.
(screenshot placeholder — capture: the Assessment statuses list grouped by lifecycle stage)
Where to Find It
Open Settings from the app toolbar and choose Assessment statuses in the Privacy configuration group. This group is visible only to users who hold the relevant privacy configure permission.
Stages and Status Labels
Each status you define belongs to one of the four fixed stages, and more than one status can share a stage.
| Stage | What it represents | Example statuses |
|---|---|---|
| Active | The assessment is being drafted and worked. | Draft, In progress |
| In Review | A review/approval workflow is running. | Under review, Awaiting sign-off |
| In Effect | Approved and operative; the record is frozen. | Approved, In effect |
| Closed | Retired or superseded. | Closed, Superseded |
| Field | Details |
|---|---|
| Label | The status name, translatable across your active languages. |
| Stage | The lifecycle stage the status belongs to. |
How It Affects Assessments
- The assessment header shows the current status as a chip; the Overview sidebar Status control lets a coordinator switch to another status within the same stage.
- Cross-stage moves are not made from the status dropdown — they happen through actions such as starting a review or advancing to closure.
- The compact lifecycle rail on the Overview tab always shows the four stages in order. In Review is skipped when no review workflow ran.
Best Practice
Keep at least one status per stage and use plain, distinct labels. The status chip is the fastest signal of where an assessment stands, so avoid near-duplicates that force staff to guess the difference.