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SSM: Create and manage product statuses, folders, and post types

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Product Status

On the Systems Status Management (SSM) dashboard, a status label will appear next to each product to indicate its current condition. For example, if everything is running smoothly for a product, you might assign it a  status of "Normal". But, if that product has gone offline, you could assign it a status of "Outage". Each status can be color-coded, as well, to help emphasize the nature of that status. For example, "Normal" could be green while "Outage" could be red.

For your convenience, your system will start out with the following four statuses:

  • Normal - use this status to indicate that a product is up and running with no issues.
  • Issue Reported - use this status to indicate that an issue has been reported and is being investigated.
  • Outage - use this status to indicate that a product is offline / out of order.
  • Scheduled Maintenance - use this status to indicate that a product has upcoming maintenance which may interrupt service.

SSM admins can customize the text and colors of those statuses, as well as create additional statuses to use. To get started:

  1. Go to Admin > Systems Status Management.
  2. Click on the Settings tab.
  3. Scroll down to the Product Status box.

The Product Status box under the Settings tab

Adding a new status

  1. Click on the  Add a Status button.
  2. In the Edit Status window, give your status a Name.
  3. Use the Color Class dropdown to select a color for the status' label.
    1. You can choose from any of the preset colors, which are previewed below the dropdown.
    2. Or, select Custom (use the color picker) to select your own background color and text color.
  4. Optionally, you can enter a Description for your status.
    • This will display when a user hovers over the status label on the dashboard, providing them with a brief explanation.
  5. Click the Save button.

Options in the Edit Status window

Edit or delete statuses

  1. To edit the name, color, and/or description for a status, click on its edit () icon in the Actions column.
  2. To delete a status, click on its trash can () icon.
    • If you delete a status that is currently assigned to one or more products, they will revert to the status of "Normal".
    • The "Normal" status cannot be deleted (though you can customize it if desired) 

Options to edit or delete a product status


Product Folders

To help you organize your products in the Systems Status Management (SSM) tool, you can assign them to folders. This can be especially helpful if you are tracking a lot of different systems or services, as you could assign them to folders based upon things like product type or vendor.

On the public dashboard, you'll see these folders listed in the product columns at the top of the page.

  1. To view the products inside a folder, simply click on the folder.
  2. A badge will appear next to each folder to indicate how many of its products current have a status other than "Normal".

Example of product folders on the public dashboard page

Add, edit, and delete folders

SSM admins can create and manage product folders.

  1. Go to Admin > Systems Status Management.
  2. Click on the Settings tab.
  3. In the Product Folders box:
    1. To create a folder, click on the  Add a Folder button, give your folder a name, and save.
    2. To rename a folder, click on its edit () icon in the Actions column.
    3. To delete a folder, click on its trash can () icon in the Actions column.
      • This will only delete the folder.
      • If any products are assigned to that folder, they will be unassigned. You can assign them to other folders by editing the products under the Products tab.

Options in the Product Folders box

Assign a product to a folder

To assign a product to a folder, SSM admins or editors can do the following:

  1. Go to Admin > Systems Status Management.
  2. Under the Products tab, click on the product's edit () icon in the Actions column.
  3. In the Add/Edit Product window, choose a folder from the Folder dropdown.
  4. Click the Save button.

Selecting a folder from the Add/Edit Product window


Post Types

Posts allow you to share updates about products on your dashboards. Although posts can accompany status changes, they can also be created independently. For example, you could create posts to advertise new features.

Each post you create can be assigned a color-coded type, which can help you keep your posts organized while also indicating the nature of the post. For example, you could create a type called "Issue Resolved" that has a green label, or a type called "Access Issue" with an orange label.

Example of post types displaying on the public dashboard

Before users can begin assigning types to their posts, SSM admins must first create them. To get create and manage your post types:

  1. Go to Admin > Systems Status Management.
  2. Click on the Settings tab.
  3. Scroll down to the Post Types box.

The Post Types box under the Settings tab 

Add and manage post types

  1. Click on the  Add a Post Type button.
  2. In the Edit Post Type window, give your new type a Name.
  3. Use the Color Class dropdown to select a color for the status' label.
    1. You can choose from any of the preset colors, which are previewed below the dropdown.
    2. Or, select Custom (use the color picker) to select your own background color and text color.
  4. Click the Save button.

The Edit Post Type window

Edit and delete post types

  1. To modify the name or color of a type, click on its edit () icon in the Actions column.
  2. To delete a post type, click on its trash can () icon in the Actions column.
    • If you delete a type that has been assigned to posts, those posts will become unassigned.

Options to edit and delete post types