How to edit a workflow

Modified on Mon, 23 Mar at 12:44 PM

As staff members make progress in completing workflows, they will be able to make changes to the entered information as long as they remain incomplete.

To edit a workflow in progress, click on the three dots menu for the incomplete workflow of your choice.

Provision Map workflow_three_dots

Next, select Continue workflow from the list of available options.

Provision Map continue_workflow_option

If the selected workflow is inactive, a popup warning will state that it will become the pupil’s active workflow. Click on the Yes button to continue.

Provision Map continue_inactive_workflow_confirmation_popup

The selected workflow will be displayed below the list of workflows, allowing you to continue and make changes.

Provision Map continued_workflow

To stop editing the workflow but keep it as the pupil’s active workflow, click on the Cancel button.

Provision Map cancel button

Setting a workflow to inactive

There may be times when a pupil should not have any active workflows. To set a workflow to inactive, click on the three dots menu for the active workflow of your choice.

Provision Map active_workflow_three_dots_menu

Next, select Stop workflow from the list of available options.

Provision Map stop_workflow_menu_option

The selected workflow will be set to inactive.