Delete, Reorder or Reopen Workflow Steps
  • 04 Nov 2024
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Delete, Reorder or Reopen Workflow Steps

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Article summary

Every permit has a workflow that can be managed individually. To view the workflow for a permit, open a permit and click Workflow.
Permit, workflow.png




Delete a Workflow Step

Click the icon next to the step that you would like to delete
Permits, workflow, delete workflow step.png


If a step is already in progress, confirm the deletion by entering the name of the plan review step
Confirm deletion of workflow step




Reopen a Workflow Step

If a step has been accidentally closed, you can easily reopen a workflow step.

FYI: To have the ability to reopen a workflow step, you must be granted permission in the system. If you require this functionality, please reach out to support@communitycore.com.

Click the icon next to the workflow step you would like to reopen
Permits, workflow, reopen workflow step2.png




Order Steps

  • Click Actions > Order Steps to reorder steps that haven't been started:
    Permit, workflow, actions, order steps.png


  • Use can drag and drop to reorder workflow steps or click the arrows to manually move a step up or down:
    Updated, Reorder the Workflow.gif