Edit Status of Step

  1. Navigate to the Manage area, Participants page.
  1. Click on the participant of interest from the participant table on the page.

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  1. Expand the workflow by clicking the + next to Workflow.

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  1. Select the step that requires a status change.
  1. Next to the bold step name in the Step Details is a Change Status Link.  Click this link.

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  1. A Change Status modal will appear.  Select the desired status from the Status drop down and click Save, or click Cancel to cancel the action.

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There are a few things to note about changing the status of a step:

  • The status of a step cannot be manually changed until a participant is part of that step.
  • A user cannot change the status of a workflow with a final status code (Complete, Incomplete, or Ineligible) to have a temporary status code (Not Started, In Progress, or Suspended).
  • A user cannot change the status of a step from In Progress to Not Started unless all tasks within the step have a Not Started status code.
  • Changing a temporary status code for a step to a final status code will prevent the participant from interacting with any tasks contained in the step. Any tasks with a temporary status code will have their status updated to the system configured default incomplete status code.