Account Workflow (Deprecated Function)
Use account workflow to monitor the progression of workflows in your account across all projects and deliverables. Your access to these settings is dependent on your version of ConceptShare.
The account workflow dashboard displays a list of workflows that are still in progress for the account. It also displays a list of any active workflows with their status and stage, as well as information regarding errors, if there are any.
You can click each column header to sort the information on the dashboard to find items that you want to track.
Selecting the check box beside multiple running workflows provides access to the action button option to Pause the workflow. Selecting a single check box provides the option to pause and view the history.
| Option | Description |
|---|---|
| History | This option displays the list of actions accomplished via the workflow and the dates and times associated with each action. |
| Pause | Stop the progression of the selected workflows and unlocks the following options for that workflow. |
| Resume | Continue the workflow where it was paused. |
| Restart at Stage | Continue the workflow but with the option to dictate where it will restart. This allows for exception management or to restart a stage if someone made an error. |
| Restart at Beginning | This option allows the workflow to begin anew. This can be useful if the project timelines or other criteria have changed, or if there has been a number of employee changes within your teams. |