Moving workflows back

At all stages in the approval workflow, Ethics Monitor applications can be returned to the reviewer or applicant by the user listed in the “currently with” box in the status panel.

However, in exceptional cases, users may perform actions in error that cannot be undone by returning the application. In these rare cases, authorised users can override the workflow by moving it back a step.

This tool should be used with caution, and is not intended for day-to-day operation. If you find you need to use it frequently for the same purpose, please get in touch with Haplo support to discuss a modification to your application.

Moving a workflow back

Click the Move back… button on the right-hand side of the workflow page.

You will be asked to confirm the proposed move, and enter the reason why this manual override of the workflow is required.

After you have confirmed you wish to move the workflow back,

  • The workflow will be moved back to the previous step.
  • An email notification will be sent to the affected users to notify them of the change. This email will include the reason you entered in the form.
  • An entry is added to the workflow timeline so that the move back is documented. The reason will be visible to all users who can view the workflow page.

Warning

This support tool must be used carefully.

Sometimes irreversible actions will have been taken after the previous step was completed, for example, sending notifications or updating other systems at your institution. Use of this feature may have knock-on effects which prevent the correct operation of your application.

In many cases, but not all, a message will be displayed if the workflow cannot be moved back safely. This will apply in circumstances such as a completed workflow, or a where final decision has been made.

Please contact Haplo support if you need any assistance.

Authorised users

Use of this tool is limited to privileged users. The exact configuration of your application may vary, but typically authorised users will include:

  • Members of the Workflow move back group who are permitted to view the workflow
  • Members of the IT Support group
  • Ethics Committee Representatives
  • Members of the Ethics Workflow Support group