Introduction to Botkeeper Support

In the Scoping Tool, what does each of the Entity Statuses mean?

The scoping tool has 9 different entity statuses to help you keep track of where they stand. Here's what each means.

In-Progress 

This is an entity that has started, but not completed the scoping process. This entity is not being managed by Botkeeper.


RWU - In-Progress 

This is an entity for which Botkeeper is actively completing the rapid write-up package.


Assessed 

This is an entity that has been created in the scoping tool via the Botkeeper Chrome Extension for the purpose of evaluating the entity, but has not been officially scoped or deployed.


Deployment 

This is an entity you have elected to have Botkeeper manage. It is with our Deployment team to gather the necessary information (i.e., financial statements, 3rd party application connections, anything pertinent to what has been scoped) to be able to manage this entity and approve it for clean-up or ongoing service.


Migration 

This is an active entity for which Botkeeper is performing a general ledger migration.


Clean-up 

This is an active entity that Botkeeper is bringing to a current, reconciled state.


Ongoing 

This is an active entity for which Botkeeper is currently managing the monthly bookkeeping. 


RWU - Complete 

This is an entity for which Botkeeper has completed the requested rapid write-up package. 


Terminated 

This is an entity no longer managed by Botkeeper.