Activate or deactivate a gates setup

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Activate or deactivate a gates setup

Activating a gates setup will enable the scheduled gates runs. After activation, if you need to edit the gates set up, you will need to deactivate it first.

You can make edits while the setup is inactive, including: adding or removing phases; reordering phases; add, modify or remove conditions within a phase.

Some notes about activating/deactivating gates setup

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Reactivating an active project: If you temporarily deactivate a project that is in process, and then reactivate it, the gates check will start over at the first phase. This is because the setup needs to check all phases for new phase additions or new gate conditions that may have been added. You can manually update the project phases by clicking the Refresh button for gates in User Mode. This will evaluate all phases starting from the first phase, even if the phase has been marked Complete, and mark the first phase as the current phase. Note: be aware this may trigger email notifications regarding gates advancement, as set up in the Settings tab (where the users who are notified are defined), and those users’ email subscription settings (User Preferences).

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While a gates set up is inactive: No scheduled gates run will be done. To manually advance phases in User Mode Gates for the project, the gates setup must be active.

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View-Only and Inactive projects: If a project has View-Only or Inactive status, the gates setup is inactivated, and you must manually reactivate the setup.

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