Request Status

The current disposition in the system of a request record is referred to as its "status." As reflected in the table below, a request may have one of six different statuses, each requiring a different level of user attention.

Do not confuse "Status" with "Milestone." Status refers to the current disposition of a request record itself, whereas milestone refers to the current stage in a request's workflow process.

In the Filter Options panel of the Workspace page, you can search or filter for requests by their current status.

Status	Definition	Code
Closed	A user manually has stopped processing of a request, usually as a resolution to an error. A closed request cannot be reopened. No additional user action is necessary or possible.	CLSD
Error	A request has encountered an error in one of the steps in its workflow process. User intervention is necessary.	ERR
On Hold	A request is dormant until a specific system event restores it to Pending status.	HOLDEVENT
Open	A request is awaiting user action.	OPN
Pending	Producer Express currently is processing a request. No user action is possible.	PN
Processed	A request has completed all steps in its workflow process and is considered successfully completed. No additional user action is necessary or possible.	PROC

The On Hold status is available through Vertafore configuration only. If your company's instance of Producer Express includes this configuration (holdForEventFunction), then you may see a status of On Hold for a request that is waiting for a response to an appointment request, a response to a background investigation request, an automated data reconciliation, a dependent request to reach a specific status or milestone, and/or a parent request to reach a specific status.