Status Reference

Status Reference#

The Status Reference (CITApp-Status-Reference.pdf) documents every status value in the system, color-coded by meaning and grouped by functional domain.

PDF Output#

The Status Reference is organized into domain groups, each containing multiple status categories. Statuses are color-coded to convey meaning at a glance.

Color Coding#

Status badges use consistent colors across the entire reference:

Color	Meaning	Examples
Green	Active, approved, completed	Active, Approved, Completed
Orange	Pending, awaiting action	Pending, Pending Approval, Pending Submission
Red	Rejected, failed, locked	Rejected, Failed, Locked Out
Gray	Inactive, expired, suspended	Inactive, Expired, Suspended

Domain Groups#

Statuses are organized into functional domains:

Domain	Categories	Description
Account & Enrollment	Enrollment Status, Staff Status, Investor Name Change Status, Investor Contribution Status	Account lifecycle and enrollment workflows
Billing	Invoice Status, Payment Status	Billing and payment processing
Documents	Document Status, Offering Document Status	Document approval and processing
Transactions	Transaction Status, Cashout Status, Dividend Status	Financial transaction workflows
Voting & Proxy	Proxy Status, Vote Status	Voting and proxy management

By the Numbers#

Metric	Count
Status categories	29
Individual statuses	150+
Domain groups	5

When to Use This#

Looking up what a status means — If you see a status badge in the application and want to know what it indicates, find it in the reference by domain.
Understanding workflow states — The domain groupings show how statuses relate to each other within a workflow (e.g., a cashout moves from Pending Submission to Pending Approval to Completed).
Training and onboarding — The color coding table and domain overview give new users a quick way to learn the status system.