| Status | Meaning | Who sets it |
|---|---|---|
| Not started | Planned, nothing done yet | Planned automatically; Re-open brings finished work back |
| In progress | Being worked on | The person responsible or reviewer |
| Waiting on client | Waiting for information or approval from the client | The person responsible or reviewer |
| In review | Prepared and sent to the reviewer | The person responsible (needs a reviewer) |
| Completed | Done and, if it needs review, reviewed | The reviewer, or a manager who did not prepare it |
| Filed / delivered | Filed with the authority or delivered to the client, with the date and reference | The reviewer, or a manager |
| Not applicable | Not needed for this period (a reason is required) | A manager or above |
| Cancelled | No longer to be done (a reason is required) | An owner, practice administrator or someone with full rights on work |
Open work is not started, in progress, waiting on client or in review. Finished work is completed, filed or delivered, not applicable or cancelled.