The latest product update introduces a new “Hold and Resume” feature, enabling workflow stage resources to temporarily pause and restart processing as needed. This ensures controlled workflow progression by restricting item processing during the “On Hold” stage. The feature is accessible across multiple workspaces and includes configurable options, comment logs, and visual indicators for seamless workflow management.

Key Features

1. Hold and Resume Functionality
   • Users can flag workflow stage items as On Hold and Resume processing when needed.
2. Accessible Hold and Resume Options
   • The Hold and Resume menus are available in various workspaces such as Document workspace, Task workspace, Change Proposal, Document/Task Details windows, and Search windows.
3. Hold Operation Details
   • When an item is placed On Hold, users must specify a Purpose of Blocking Progress and add a comment. Alerts ensure all mandatory information is provided.
4. Comment Log Tracking
   • Comments entered during Hold and Resume operations are recorded and displayed in the Comments Log window for tracking.
5. Visual Indication of Hold Stage
   • Workflow stages are visually marked with a configured color when placed on hold, enhancing clarity for users.
6. Resume Operation
   • Users can Resume items from the Hold stage, and comments are logged when the operation is completed.

Advantages

1. Improved Workflow Control
   • Advantage: Users can control the progression of tasks by placing them on hold and resuming as necessary, ensuring that workflow steps are followed as intended.
2. Clear Communication
   • Advantage: Mandatory comments and purpose specifications during the Hold process improve communication and provide clarity on why an item is paused.
3. Enhanced Tracking
   • Advantage: The Comment Log and color-coded workflow stages enable easier tracking of items that are on hold, making the workflow more transparent.
4. Efficient Resumption of Tasks
   • Advantage: The Resume functionality ensures smooth and controlled task progression, with comments providing context for any interruptions.