As administrator, you will set a completion policy on each step in a workflow. This policy determines when the step is complete and where the step proceeds from there. A step can be complete under the following conditions:
- Any single user can accept a task and complete it, and the record will move forward to the next step. This is called a single completion policy.
- All assignees to the task have responded to it and a majority has agreed on the action that moves the record forward to the next step. This is called an all-majority completion policy. If there is no clear majority on the action, Unifier will use a resolving action to determine how the record moves forward.
- All assignees to the task have responded to it and all assignees have agreed on the action that moves the record forward to the next step. This is called an all-consensus policy. If there is no consensus on the action, Unifier will use a resolving action to determine how the record moves forward.
A resolving action moves the step to either a following step, a previous step, or a conditional step that essentially "re-addresses" the task. This step must be completed before the workflow can continue. The assignees on this resolving action step can include the original task assignees and can also include new assignees.
The statuses you see on this window are internal to Unifier and are used only to display the status of the workflow step relative to the completion policy. These statuses are:
- Not Started: The assignee has not accepted the task.
- In Progress: The assignee has accepted the task.
- Locked: This status is used when the step has a single completion policy and one of the assignees accepted the task. This status denotes those assignees who were also assigned to the task, but because of the single completion policy, the task was locked and these assignees no longer have access to it.
- View Only: This status indicates that this user was cc’d on the task, but is not expected to take action on the task.
- Completed: This status is given to an assignee’s action if the task was finished and needed no resolving action. At any step, a task can have only one status of "Completed."
- Closed: This status is given to an assignee’s action if the task was finished, but triggered a resolving action. The task will either return to a previous step, move forward to a next step, or divert to a conditional step, which will resolve the condition and move the task forward in the workflow. The step the action moves to for resolution will show a status of "Not Started." The number of times the task shows a "Closed" status indicates the number of times the step has been revisited.
To illustrate:
