Understanding Guide Status

Guide status is displayed in two ways:

  1. As a badge in the Guide listing on the Guides page.
  2. As a badge next to the Guide's name on the Guide detail page.

screenshot of listings on Guides index page

Status Legend

A Guide may have one of the following statuses:

Draft

An unpublished Guide is marked as Draft. This means the Guide is not collecting interviews and the public interview link is not accessible.

Scheduled

A published Guide with a future Start Date is marked as Scheduled. The Guide will not collect interviews until the scheduled start date, but the public interview link is accessible so it may be shared in advance.

Active

A published Guide that is currently collecting interviews is marked as Active. The Guide will collect interviews until it is changed to a Draft, it has reached its scheduled End Date, it has reached its Interview Limit, or it is archived.

Complete

A Guide that has reached its End Date or Interview Limit is marked as Complete. The Guide will only return to Active if its Interview Limit is increased or its End Date is extended.

Archived

A Guide that has been archived by a Team Member is marked as Archived. The Guide may be unarchived at any time.

To view archived Guides, toggle Show Archive on the Guides page.

screenshot of Show Archive toggle on the Guides listings page

Update Guide Status

You can update a Guide's status by selecting the desired state from Guide's context menu.

Draft > Active

Select Publish from the Guide's context menu.

screenshot of setting Draft Guide to Active

Active > Draft

Select Set to Draft from the Guide's context menu.

screenshot of setting Active Guide to Draft

Active / Complete > Archived

Select Archive from the Guide's context menu.

screenshot of setting Completed Guide to Archived

Archived > Active / Complete

Select Unarchive from the Guide's content menu.

screenshot of setting Archived Guide to Active

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