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This guide shows MSP staff how to record a status for one standard at one company. Company users can read their shared work in Standards work in Planner.

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Before you start

  • You need Planner Write permission and active billing. Viewing the matrix needs only Standards read access.
  • Changing the catalog (categories, standards, options) is a separate permission and is not needed here.
  • Read Read the Standards matrix if you have not used the matrix before.

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Change one company and one standard

1

Open Standards

In the sidebar, open MSP Tools > Standards.
2

Find the company

Check the company selector at the top of the app. Then type the name in Search companies….
3

Find the standard

Find the cell where the company’s row meets the standard’s column. Check the category and standard name, especially when two standards have similar names.
4

Right-click the cell

The menu header shows the company and standard names. Check them. To cancel, press Escape or click outside the menu.
5

Choose a status

Pick Mark Deployed, Mark In Progress, Mark Not Started, Mark N/A or Mark Declined. The change saves right away. There is no Save button or confirmation.
6

Check the result

A toast reads Marked as followed by the status. Click the cell to open the linked Planner item and check its status.
A normal click on a cell with a linked item opens the Planner item. It does not open the status menu. Right-click to change the status.

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Choose the recorded status

N/A and Declined both leave the required count and both map to Cancelled in Planner. Deployed records a status. It does not install the product or check devices. A status change in the matrix replaces the linked Planner status, including On Hold or Pending Approval.

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Record which implementation is deployed

When your MSP has configured deployment options for a standard, the cell menu lists them under tier headings.
1

Right-click the cell

Right-click the status cell for the company and standard.
2

Choose the option

Click the option that matches what the company runs, under its tier heading. This marks the standard Deployed with that option. The toast reads Marked as deployed followed by the option name.
3

Check the cell

The cell shows a dot in the tier’s color. Hover it to read the option and tier. A red ring means the option is below the company’s target tier.
To mark a standard deployed without choosing an option, click Deployed — option not specified. This clears the selected option. When a standard has no configured options, the menu shows Mark Deployed instead. Changing a standard to In Progress, Not Started, N/A or Declined can keep the earlier option. Check the option the next time you mark it Deployed.

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Check the saved result

  • The cell updates on screen before the save finishes. If the save fails, the cell reverts and a toast reads Failed to update status.
  • The status change and the Planner update are separate saves. After an error, reload the page and compare the matrix cell with the Planner item before you try again.
  • A single-cell status change keeps the note stored on the Standards record. Notes on the linked Planner item are separate and stay. These menus do not edit notes.
  • If a cell has no linked Planner item, changing its status does not create one. Ask an administrator to run Sync Standards to companies.
For many changes at once, see Update Standards in bulk.

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Troubleshooting

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Frequently asked questions

Planner Write permission and active billing. Standards read access lets you view the matrix.
No. Choosing a status or option saves it.
No. It records the status. It does not install software or check devices.
N/A means the standard does not apply to the company. Declined means the company turned it down. Both map to Cancelled in Planner and leave the required count.
Yes. A matrix status change sets the linked Planner status.
Not always. Check the selected option the next time you mark it Deployed.
Yes. The Standards and Planner updates are separate saves. Check both before you try again.
Only for company and column menus. Click the three-dot button beside a company name, or focus a column header and press Enter or Space. Status cells open their menu with right-click only.