This page explains how to automatically update Processing Status while editing occurrence records.
Processing Status integrates with the Crowdsourcing module when Processing Status=“Unprocessed” and a record has at least one associated image. Additionally, this field can be used to track workflow- or project-specific needs as it is not publicly visible.
Status Auto-Set is user-specific and relies on browser cookies to function.
Processing Status and Status Auto-Set are located under the Curation section of the Occurrence Editor form:
Processing Status can be manually updated from within the Curation box on the Occurrence Editor. This method is most useful when making on-off edits to records that do not requiore extensive workflow tracking.
The Status Auto-Set menu is used for making changes to Processing Status when multiple records are to be edited. If a user needs to edit numerous records, but they do not want to remember to manually update the Processing Status as they work, Status Auto-Set can be used to automatically update this field, for example, during image transcription. Once Status Auto-Set is set, any records a user subsequently edits will receive that new Processing Status value.
Processing Status values can be queried using the Data Editor Search Form (Data Editor Control Panel > Edit Existing Occurrence Records):
Lindsay Walker. Processing Status. In: Symbiota Support Hub (2024). Symbiota Documentation. https://biokic.github.io/symbiota-docs/editor/edit/status/. Created on 10 Jun 2024.