In this article we will briefly look at closing a workflow in conveyIT Maestro.
Once settlement has been completed some of the final workflow tasks include:
When a workflow is made inactive, the workflow and its associated tasks will no longer be included in your dashboard or reporting.
To make the workflow inactive go to "Workflow Actions" and select "Make Workflow Inactive"
A confirmation dialog box will be displayed -
Click on "OK", the workflow will be made inactive and the "Workflows" screen will be displayed.
Searching for an Inactive Workflow
Once a workflow has been made inactive, it can still be accessed via the search function within conveyIT Maestro.
Select the Workflow tab -
The "Workflows" screen will be displayed. From here users can search for workflows under "My Active", "Others Active" and "All Inactive / No Tasks Due".
"My Active" tab contains workflows with tasks due or overdue for you and who you work on behalf of.
"Others Active" tab contains workflows with tasks due or overdue for all other staff.
All Inactive / No Tasks Due tab contains all workflows that have been marked as inactive. This tab also contains any workflows that have no tasks due or overdue for example:
- Any workflows that were considered complete, that is, contained no due or overdue tasks, but had not been specifically marked as inactive.
- If a matter has been created in conveyIT Maestro without completing the workflow set up it will also be listed in this section.
Re-activating a Workflow
When the required workflow has been found, it can be re-activated by selecting "Make Workflow Active" in the "Workflow Actions" section.
A confirmation dialog will be displayed -
Select "OK" and the workflow will be displayed with a message confirming the workflow is now active -