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Closing and Reopening Workflows

A user who is a member of the Workflow Team can close a workflow, even if all of the steps have not been completed. Conversely, a closed workflow can easily be re-opened by any team member.

Closing a Workflow

A workflow is closed from the Workflows Browse screen in a Contract Profile, Company Profile, or Project Profile.

  Although the Contract Profile is used in the example below, the same steps also apply to closing a workflow in a Company Profile and Project Profile.

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A

Workflows button

Click to display the Workflows browse screen, which displays inside the Workflow Profile.

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B

Workflow records

Locate the workflow you want to close, and click on it to refresh the screen.

Note: Ensure the Active Workflows tab (default view) is selected.

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C

Close Workflow button

Click to close the workflow. Novatus moves the workflow from the Active Workflows tab (view) to the Completed Workflows tab.

The screen refreshes and displays the Completed Workflows tab (view), which includes a Reopen Workflow button in the Action Bar, allowing you to reopen the workflow, if needed.

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Reopening a Workflow

A workflow is reopened from the Workflows Browse screen in a Contract Profile, Company Profile, or Project Profile.

  Although the Contract Profile is used in the example below, the same steps also apply to reopening a workflow in a Company Profile and Project Profile.

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A

Workflows button

Click to display the Workflows browse screen, which displays inside the Workflow Profile.

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B

Completed Workflows tab

Click on the tab to select it.

C

Workflow record

Locate the workflow you want to re-open, and click on it to refresh the screen.

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D

Re-open Workflow button

Click to reopen the workflow. Novatus moves the workflow from the Completed Workflows tab (view) to the Active Workflows tab.

The screen refreshes and displays the Active Workflows tab (view), which includes a Close Workflow button in the Action Bar, allowing you to close the workflow at a later time.

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