Status reasons in Cinode allow you to track the rationale behind changes to the status of a specific entity. This information can be analyzed in the win/loss report for both projects and recruitment processes, providing valuable insights into the factors contributing to successful and unsuccessful outcomes.
In the Administration section, you can define status reasons for projects and candidates. These predefined reasons enable users to select the most appropriate option when updating the status of an entity.
Entities for which you can define statuses, and corresponding status reasons, include Projects and Candidates.
For Projects, the available statuses are Open, Won, Lost, Abandoned, and Suspended.
For Candidates, the available statuses are Open, Won, Paused, Rejected by Candidate, and Rejected by Us.
Examples of status reasons that can be used
How to add your Status reasons
Go to Administration > Process and the tab Status reasons and click the plus sign
Add
Title: Add a title for your reason, why do you usually win a project? Add a reason.
Type: Choose the type for this reason, in this case, Project.
Status: Add a Status for this reason, in this case, Won.
Description: Add a Description for this reason.
When users, later on, drag a project in the pipe to for example won, the users will view a pop-up window for all status reasons that are set as won for projects in administration and can choose from the different reasons to add for this project.
You can also filter on status reasons in the project list.
