Start & Complete a Phase

Who can do this?

Phases are started and completed during the workflow. A phase cannot be started until the prior phase has been completed.

The Phase Owner or Phase Mediator will receive automated email notifications prompting them to start a phase or to complete a phase.

The Start Phase and the Complete Phase buttons appear underneath the workflow header.
The previous, current, and future phases are shown in the phase tracker.
When you start a phase or a complete a phase, the action, the phase, your name, and a timestamp appear in the workflow history.
The current phase appears in the Phase & Participant Info column in the worklist.
If the workflow was initiated for an existing contract, the current phase appears in the Phase column in under the Workflow Activity tab on the contract summary page.

Click the Start Phase button.

The Start Phase button won’t appear until a Phase Owner or Phase Mediator has been assigned, even if the phase becomes active.

Click the Complete Phase button.

The Complete Phase button won’t appear until the phase has been started and any required fields are completed.
The Phase Mediator cannot complete a phase until all sequenced participants have taken action.
If an Admin completes the phase, the Phase Owner or Phase Mediator will receive an automated email notification alerting them that the phase has been completed.