Learn about ways you can prevent an unnecessary backlog of open workflows in Action Tracker.
There are 2 scenarios where a workflow is created:
1. A form that has the Action Tracker workflow setting enabled is submitted.
2. An inspection is Failed.
Adding Auto-Close Function to Forms & Inspections
Auto-Close for Form Workflows
If Staff-level users do not need to view/edit workflows, you can disable the workflow setting and have Administrators and Supervisors use Form Reports to view reports, edit submissions and update status.
💡 Learn more here: How does the Form Reports page work?
Auto-Close for Inspection Workflows
If a failed inspection does not require follow up or review, you can add a manual or automated auto-close function to the inspection form.
Manual Method #1: Use the Auto-Close Workflow field
Manual Method #2: Use the Pass Percentage Field
Automated Method: Use a Multiple Choice Field