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Status workflow and timeline

Understand completed-at timestamps

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

This guide explains that which installed statuses set completed_at.

Audience: CRM staffPermission: View Licence ApplicationsModule v1.0.0
Jump to steps
Where to goAdmin Area → Licence Applications → Case → Timeline
Before you start
  • Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
  • Verify module activation and the stated permission before attempting the action.
  • Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.

What this guide helps you do

Know which installed statuses set completed_at. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

  1. Go to the case.
  2. Scroll to the timeline.
  3. Check the status label, description, actor and date.
  4. Compare client-visible items in a controlled client session when required.

Fields and options

Final statusescase_completed and renewal_reminder_active
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-status-timeline/

Rules and limits

  • licence_approved and licence_issued count in the Completed KPI but are not seeded as is_final.

Check it worked

  • Understand completed-at timestamps completes through the supplied module flow.
  • Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.

Security, privacy and operational checks

  • Use the least-privilege account that has the stated permission.
  • Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.

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