How do I change the status of a project?

Updated 11 months ago by Jennifer B.

Changing a project's status helps you filter your assignments and allows you to use your Claims Library filter to display only those projects with a specific status, reducing the number of projects that are displayed. To change the status of one or more projects,

Option 1

  1. Locate the project in your Claims Library.
  2. Click  on the project's line.
  3. Select the status of the project (Complete or Archived).

Option 2

  1. Locate the project in your Claims Library.
  2. Click  on the project's line.
  3. Select Project Details.
  4. Select the status from the Status drop-down menu.
  5. Click CLOSE or OPEN PROJECT.

Option 3

  1. While in your Claims Library, select the check boxes for the projects you are changing the status of.
  2. Click CHANGE STATUS under your name.
  3. Select the status you are changing to.
  4. Click SAVE.
Changing the status in ClaimXperience does not affect the XactAnalysis status, even if it is linked to an assignment, nor will it affect the ability of any team member or participant in that project to add new content to that project.


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