# IPK Statuses

A call is generally logged as an **Incident** (that is, a minor incident). **Major Incidents** are linked to Incidents, where workaround information is available.

If a number of similar Incidents are logged relating to an issue, one of those Incidents can be promoted to, or can initiate, a **Problem**. A Major Incident can also be promoted to a Problem.

When the source of the reported issue is diagnosed, Problems can be promoted to, or can initiate, **Known Errors**.

Users can log a request for service (**Service Request**) if they want any additional service provided.

{% hint style="info" %}
The default IPK statuses can be renamed, re-ordered in the list, and assigned a different abbreviation. 
{% endhint %}

{% hint style="warning" %}
You can create new IPK statuses, but cannot delete the default statuses: Incident, Problem, Known Error, Major Incident, and Service Request.
{% endhint %}

### Creating an IPK Status

{% hint style="info" %}

### Before you start

As some parameters are read from the database at application start-up, we recommend that there are no Analysts logged on when you make changes to system settings.

You must have **IPK Setup** selected in the Admin tab of your **General Access Security Role**.

Ensure you are in the correct partition before applying the settings.

**Enable IPK Statuses and Streams must be selected in the IPK Settings window.**
{% endhint %}

1. Select ≡ > **Admin** > **System Administration**.

   The System Administration window appears.

   In the Explorer pane, expand **IPK Management**.
2. Select **IPK Statuses** to open the window. The statuses are displayed, along with their details. You can adjust the column widths if required.
3. Select the New icon. A new row is inserted in the IPK Status table.
4. Complete the details.

<table><thead><tr><th width="206">Name</th><th>The name you want to use for the status</th></tr></thead><tbody><tr><td>Abbr.</td><td>A one- or two-character identifier for the IPK status</td></tr><tr><td>Color</td><td>Using the drop down box, select a color you want to associate with the IPK status. This color appears on the <strong>Call Linking Diagram</strong>.</td></tr><tr><td>Report Grouping</td><td><p>The IPK class used for classifying the current IPK Status. Change the IPK class by selecting a new value from the drop-down list.</p><p>The names of the available classes can be changed in the IPK Classes window.</p></td></tr><tr><td>Knowledge Req</td><td>Select to create a knowledge entry every time a call with the current IPK Status is closed.</td></tr><tr><td>Matching Calls</td><td>Select to display Calls in the Matching Panel of calls with this IPK Status</td></tr><tr><td>Matching Knowledge</td><td>Select to display Knowledge in the Matching Panel of calls with this IPK Status</td></tr></tbody></table>

5\.  Use the buttons to arrange the list in the order in which you want it to appear in drop-down lists.

6\.  Save the changes. Provide the Change Reasons if prompted to do so.

### Updating an IPK Status

1. Select ≡ > **Admin** > **System Administration**.

   The System Administration window appears.

   In the Explorer pane, expand **IPK Management**.
2. Select **IPK Statuses** to open the window. The statuses are displayed, along with their details. You can adjust the column widths if required.
3. Rename an existing status by typing over its name and abbreviation.
4. To change the color assigned to an IPK status, select the drop-down and select a different color.
5. Save the changes. Provide the Change Reasons if prompted to do so.

### Changing the Order of IPK Statuses

1. Select ≡ > **Admin** > **System Administration**.

   The System Administration window appears.

   In the Explorer pane, expand **IPK Management**.
2. Select **IPK Statuses** to open the window. The statuses are displayed, along with their details. You can adjust the column widths if required.
3. Select an IPK status in the browse table.
4. Select the row to change its order in the table. This is the order in which the statuses will be displayed on the Call button when an analyst logs a call.
5. Save the changes. Provide the Change Reasons if prompted to do so.

### Deleting an IPK Status

{% hint style="warning" %}

### Before you start

You cannot delete system-defined IPK statuses, you can only delete ones that have been created after install.
{% endhint %}

1. Select ≡ > **Admin** > **System Administration**.

   The System Administration window appears.

   In the Explorer pane, expand **IPK Management**.
2. Select **IPK Statuses** to open the window. The statuses are displayed, along with their details. You can adjust the column widths if required.
3. Select the IPK status you want to delete by selecting in the relevant row.
4. Select the Delete icon. If you attempt to delete the system default, you will receive a warning message.
5. Select  to save the changes. Provide the Change Reasons if prompted to do so.


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