Status badges tell you whether an assessment is still being written, live, or retired. Organisation templates and site assessments use different labels.
Site assessment statuses
Draft — being written; not the live site record yet.
Active — published and in use. This is the live assessment.
Under review — a legacy label that still appears in filters; treat it like a live assessment in day-to-day use.
Archived — retired. Kept for history, not the current working copy.
Organisation template statuses
Org draft — the organisation master is still being prepared.
Pending approval — waiting in the approval path (you may not see a separate submit step; admins often go straight to approve).
Approved — approved as the organisation baseline; can be sent to sites.
Archived — retired organisation template.
The list Status filter focuses on site stages (Draft, Active, Under review, Archived). Use Scope: Organisation templates to find org masters by their badges on the rows.
Risk level badges
Separate from workflow status, each assessment shows a risk band: Critical, High, Medium, Low, or Not rated.
Review timing
Filter by review with Overdue or Due in 7 days. On the assessment itself, set Review interval (months) and use Record review date when you complete a check — see How to complete the risk assessment steps.
How status moves
Create or receive a site assessment → usually Draft.
Publish assessment → Active (version 1).
Later edits → Publish new version keeps it Active with a new version number.
Archive assessment → Archived.
Organisation templates move through Org draft → Approved via Approve & publish, then can be re-amended or archived. Details in How organisation templates are approved and sent to sites.