Task Statuses

Provided Onboarding (Transitions) Center users have the required user type permission, they can view all the steps/tasks included in a person's process. The status of each step is also displayed.

Step statuses are:

• Completed - Steps that have been performed.

• In Progress - Steps that are assigned to at least one person (regardless of whether the participants have viewed or started the task).

• Error - Steps that had In Progress status but then encountered a problem that prevented completion (for example, communication problems with an external service provider).

• Not Started - Steps that have never been assigned to anyone and therefore have never had In Progress status.

As soon as a task obtains Completed status, the next task(s) in the process are typically assigned immediately to the relevant participant(s) and these tasks typically have In Progress status. 

When a task status changes from Not Started to In Progress, it can never return to Not Started afterward.  When a task status changes from In Progress to Completed, it cannot return to In Progress or Not Started afterward with one exception. It is possible to reassign a task with In Progress status to a participant provided the Onboarding (Transitions) administrator has configured this behavior. Any incorrect or omitted information submitted on a form task cannot typically be corrected by redoing the form unless the error is so common and foreseen that a double-check has been configured into the process.

A task can go from Error status to In Progress status if the situation that caused the error is fixed before the user clicks Retry.