# Finding Status

Findings are associated with metadata and labels that provide status and current standing. Visual cues using color in the platform also identify specific finding status states.

## Draft or Published State

Findings can be in draft or published mode, and this status is provided visually within the **Findings** tab.&#x20;

Findings in draft mode have an orange background row color and a dot next to the title. The published findings have a white background row color with no dot.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FbLs9wwibh3g0IW6cmJeK%2Fimage.png?alt=media&#x26;token=f1c2e57c-567e-495f-aaa2-6b34431e05dd" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
Analyst user roles cannot view draft findings, so publishing the finding before publishing a report allows other user roles within PlexTrac to see critical issues the client needs to address immediately without requiring the report to be completed.&#x20;
{% endhint %}

### Setting to Draft or Published  &#x20;

<mark style="background-color:yellow;">Step 1:</mark> Navigate to the desired finding and click **Edit** under the "Actions" column.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FB2bHF4bLo30mN7UvHNLZ%2Fimage.png?alt=media&#x26;token=48b6e7a4-b214-453d-81b3-5838eb49392f" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> Update the finding status by clicking the toggle button to the desired state. Changes are autosaved.

<div align="left"><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F91YqkPiUfmdfNo4sNhU0%2Fimage.png?alt=media&#x26;token=f591e7bb-8f37-4a35-8ae8-bca73a5839c5" alt=""></div>

### Bulk Editing Draft or Published

<mark style="background-color:yellow;">Step 1:</mark> From the **Findings** tab, select one or more findings. An **Actions** button will appear.   &#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FN1bAf6iSYfwJalJu4cA7%2Fimage.png?alt=media&#x26;token=50553b91-4d76-4d35-b77d-ccdddad8ed31" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> Click the **Actions** button and click **Set Published Status**.&#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FR1e6U2Hgx1wDBYynf4N4%2Fimage.png?alt=media&#x26;token=5f38c4ec-0af1-45c4-aefc-43e167d83914" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3:</mark> Toggle the publish status and click **Save**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FWFJiphpMCxRQjvr8P1Pa%2Fimage.png?alt=media&#x26;token=6ea31265-2855-4543-8da0-a9460d2ecccd" alt=""><figcaption></figcaption></figure></div>

## Finding Status

A finding can either be `Open`, `In Process`, or `Closed`. That status is displayed on the **Findings** tab.&#x20;

{% hint style="info" %}
Admins can define and configure which finding statuses are available to users in RBAC under "Report Findings," if more granular control is needed.&#x20;
{% endhint %}

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FbLenYCcY1L2ePvrGu5Pd%2Fimage.png?alt=media&#x26;token=7859782f-837a-47a2-9a21-2298f8a16da4" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
[Click here for the business rules](https://docs.plextrac.com/plextrac-documentation/product-documentation/assessments/submitting-an-assessment) on a question in an assessment that is assigned a status as a finding after the assessment is submitted.
{% endhint %}

Findings may also have a sub-status value. These do not exist unless added by an admin. Once added, they will be available to associate with a finding but are optional.&#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FmlLsozrVEFJCz9bYj7tU%2Fimage.png?alt=media&#x26;token=81fe5244-a149-4244-92d4-610dbe5c4c82" alt=""><figcaption></figcaption></figure></div>

The Sub Status column is available when viewing findings in a report. It does not exist when viewing findings for a client.

### Updating Finding Status

<mark style="background-color:yellow;">Step 1:</mark> From the **Findings** tab, click the status button of the finding to change.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FapYOiNPPIYcGHx3Yvvs1%2Fimage.png?alt=media&#x26;token=f9ea9052-8e6b-452a-864d-879975030a3f" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> Click **Add Update**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FLeZ2AzxTG02PbDodAmHl%2Fimage.png?alt=media&#x26;token=50d49c90-3a8b-4341-9abc-cda5baa169e0" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3:</mark> The "Add Update" model appears with any previously populated values. Use the pulldown menus to update Status, Sub-Status, and Assigned to values. Enter any optional comments to provide context.

Click **Save**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FxyNQJHjJZ2BAQWP036xr%2Fimage.png?alt=media&#x26;token=31e98d0a-38b1-4b33-988c-7a732e9aa761" alt=""><figcaption></figcaption></figure></div>

The changes are reflected in the log notes of the finding status tracker, which can be viewed at any time by clicking the finding status label.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FEmWlD9wdBPTJ9IiM0pKg%2Fimage.png?alt=media&#x26;token=8e313a35-347c-4133-b9f1-c58f1d3631d7" alt=""><figcaption></figcaption></figure></div>

### Bulk Updating Finding Status&#x20;

<mark style="background-color:yellow;">Step 1:</mark> From the **Findings** tab, select one or more findings. An **Actions** button will appear.   &#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FN1bAf6iSYfwJalJu4cA7%2Fimage.png?alt=media&#x26;token=50553b91-4d76-4d35-b77d-ccdddad8ed31" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> Click the **Actions** button and click **Assign/Update Status**.&#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FhHG9jE6vyYDHgQxwmDsS%2Fimage.png?alt=media&#x26;token=d1685a4f-b08b-431e-ba16-21b47bcd6cc9" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3:</mark> The "Add Update" modal appears with any previously entered values. Use the pulldown menus to update Status, Sub-Status, and Assigned to. Enter any optional comments to provide context.

Click **Save**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FxyNQJHjJZ2BAQWP036xr%2Fimage.png?alt=media&#x26;token=31e98d0a-38b1-4b33-988c-7a732e9aa761" alt=""><figcaption></figcaption></figure></div>

The changes are added to the selected findings.


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