Controlling a resource's workflow

You can track and control the workflow for a resource on the Workflow tab of the resource record. Each step for the workflow is listed along with details about the group responsible for completing that step, the date the step was started, and either an option to mark the step as complete or the date it was completed and who completed it (if the step has already been completed). There are also options to restart the workflow from the beginning or mark all of the steps complete at once. The workflow for a resource is determined by the combination of a resource's Acquisition Type and Resource Format. You can change the steps that are required for a workflow or create new workflows on the Resources module Admin page (for more information, see Workflows and User Groups).

To control a resource's workflow

1. From a resource's Details page, select the Workflow tab.

2. Do any of the following, as necessary:

   • Click Mark Complete to mark a step of the workflow complete.
   • Click Restart Workflow to reset the status of all steps and begin the workflow again from the beginning.
   • Click Mark Entire Workflow Complete to mark all steps complete at once.