Video Tutorial #

What is a Paused Workflow? #

Paused workflows are incomplete assessments. You are likely to create a paused workflow if you begin an assessment (entry, update, annual, or exit) and then navigate away from the assessment, pause or cancel the assessment, click the Back arrow, or log out without completing the assessment. These actions are highly discouraged because paused workflows can result in incomplete data and inaccurate reports.

The HMIS Team recommends that you regularly check your Paused Workflows to ensure data quality by deleting the workflow and reviewing the client’s record.

Managing Paused Workflows #

1. Log in to ClientTrack and navigate to your Home Workspace.

2. On the menu, under My ClientTrack select Paused Operations.

3. If you have any Paused Workflows, review each client’s record to ensure that all the required workflows have been recorded.

4. Once you have reviewed a client’s record, return to the Paused Operations page to delete the paused workflow using the blue X icon.

NOTE: The Folder icon allows you to resume the workflow, and the Arrow icon allows you to restart the workflow, but these options are not recommended.

Download document: