Changing the Status of the procedure
How to change the Status of the procedure?
Similar questions: How to do the Status Transition for a procedure? How to move procedure
to the next step? Where to view the Workflow in the procedure before selecting
the correct transition?
Status changes are performed according to Transitions designed within
the Workflow that is in effect for current Procedure. Status may be changed both to more advanced according to the workflow sequence and to
previous stages when necessary to review or perform the previous step again.
- In the
module within
section select the procedure that you wish to describe or edit isolation steps for or find it in the list if you have just created this new procedure. Use the search bar to facilitate your search
Click on Identifier to open it.
- Before making change to the Status user may
consult the Workflow sequence by clicking on
in the upper right side of the screen.
- This view allows to see all existing transitions for this step and view which status they lead to by putting your cursor on the Transition box.
- Once you’ve selected to which Status you wish to change in this Procedure, click on the relevant Transition under the Actual Status description in the upper left part of the screen.
- In the window that opens, select one or several
users that will be assigned to complete the action of the step you’re changing Status to and type the note or description if necessary (optional).
- Once you confirm by pressing on
Status will be changed and displayed in the Actual status area along with the name of the assigned user.
Status changes may be performed by users having relevant rights in the CONFORMiT
tenant and when the current step is completed or cannot be completed due to the
need to perform review or procedure modifications in previous steps again.
Status may be changed even for the Procedure that is already Approved,
for that purpose by default Disapproved transition exists to take it
back to the first step of the Workflow.
Related Articles
Status watermark on printed LOTO procedure
Similar questions: How to indicate a LOTO status on the procedure? How to inform final user that procedure is not in Approved status or has Expired? Within go to tab and open the Lockout workflow that you wish to activate Watermark function for ...Top 5 procedure uses by status
Similar questions: Where to see which users use lockout files the most? Where to see the number of uses for top 5 users? Within the module click on the tab and the section “Top 5 uses” will show per user and per status: By clicking on the Status ...Lockout Procedures distribution by Status
Similar questions: Where to see the proportion of approved and unapproved procedures? Where to see percentage and number of expired procedures? Within the module click on the tab and the Procedure status section will show the distribution of all ...How to reassign a user to a certain status withing the Lockout workflow of the procedure?
Similar questions: How to replace a user responsible for certain step in Lockout file verification or approval? How to assign an additional user to a certain status of the LOTO procedure review process? Functionality to assign a user to a certain ...Roles assignment to the Workflow status
Similar questions: How to restrict users with certain roles to the Workflow Status? How to make it mandatory to assign at least one user to certain Workflow Status? For the first status of the Workflow (draft or new procedure status) it is not ...