LogoLogo
No Code Service CreationPowerful Integrated FormsGCloud Information
  • The OneVu Digital Platform
  • Features and Benefits
  • Core Functionality
    • Creating an account
    • Get Answers Fast
    • Submit a Request
    • Track My Requests
    • Profile
      • Changing Contact Details
        • Changing Email
        • Changing Mobile Number
        • Linking to Messenger
        • Linking to WhatsApp
      • Changing Address
      • Changing Name
      • Changing Date of Birth
      • Notification Preferences
      • Citizen Timeline
      • Family and Friends
      • Bookmarked Services
    • MyAccount
    • Two factor authentication
  • 🌩️Integrations
    • Introduction
    • Council Tax
      • Civica
      • Northgate
      • Capita
    • Payments
      • Capita Pay360
      • Civica Pay - eStore2
      • GOV.UK Pay
    • Waste
      • Bartec Collective
      • Whitespace Powersuite
      • Yotta Mayrise
      • Yotta Alloy
      • Civica APP (Flare)
    • Housing Rents/Repairs
      • Northgate
    • Benefits
      • Capita
      • Civica
      • Northgate
    • Landlords
      • Capita
      • Civica
      • Northgate
    • Business Rates
      • Capita
      • Civica
      • Northgate
    • Business Improvement Districts
      • Northgate
    • Licensing
      • IDOX Uniform
    • Environmental Health
      • Civica APP (Flare)
    • Concessionary Travel
      • IEG4 Blue Badge
    • Health
      • Digital CHC
    • Notifications
      • GOV.UK Notify
      • Facebook Messenger
      • WhatsApp
    • Fraud & Identity
      • Loqate - Bank validation
      • Xantura - RBV
      • Transunion - RBV
      • TransUnion - ID Verification
    • Maps / Assets
      • Bing Maps
      • Symology
    • Address Look Ups
      • Ordnance Survey - Places API
      • Loqate
    • Bookings
      • Microsoft Bookings
    • OAuth2 - Identity
    • DfE FSM Eligibility Checker
    • DfT Blue Badge
  • 🛠️OneVu Control
    • Data Silos
      • The basics
      • Content Management - Simple
        • Adding static content
        • Settings
      • Dynamic Content Management
        • Registration
        • Connection Requirements
        • Using back-office data
          • Simple Data Items
          • Arrays of data
          • Data Item Collections
          • Nested Collections
          • Simple Item Formatting
          • Collection Item Formatting
          • Data item calculations
        • High Level Conditions
          • Simple true / false rules
          • Dynamic true/false rules
          • Deeper Dynamic rules
          • AND Conditions
          • OR Conditions
          • NOT Conditions
        • In Section Visibility/Rules
          • If True
          • If Not True
          • If Equal To (v1)
          • If Equal To (v2)
          • If Not Equal To
          • If Greater Than
          • If Less Than
          • If Last
          • If First
          • If Null
          • If Not Null
          • Collections & complex rules
        • Importing a silo
    • Groups
      • Permissions
    • Users
    • Settings - OneVu
    • Account Management
    • Portals
    • Banners
    • Privacy Statements
    • Audit Logs
    • Diagnostics
  • 📞Customer Service Vu
    • Introduction
    • Contact Logging
      • Notes
    • A Single Timeline
    • Set up
      • Service Areas
      • Locations
  • 💬Broadcast
    • Introduction
    • Generic notifications
      • Adding From Addresses
      • Adding Email Headers
      • Adding Email Footers
      • GOV.UK Notify Templates
      • Notification Frequency
      • Broadcast Topics
        • Linking - GOV.UK Notify Template
        • Linking - Email Header
        • Linking - Email Footer
        • Linking - SMS Template
      • Broadcast Articles
        • Web Content
        • Plain Text Emails
        • HTML based emails
        • Messages
      • Topic visibility in OneVu
      • Broadcast and CitizenVu
    • eNotifications/eBilling
      • Introduction
      • Functionality
        • Opt In functionality
        • Your Profile
      • Set up
        • Setting up notification types
        • Notification content
          • Notification placeholders
          • Email (Standard)
          • Email (GOV.UK Notify)
          • SMS (GOV.UK Notify)
          • Facebook Messenger
          • WhatsApp
        • Import notification files
          • File Column Mapping
          • Bulky File Import
        • Bulk Export File
      • Notification Audit
      • Contact Management
  • 🗺️Your Area
    • Introduction
    • Community Directory
    • Your Issues
  • ☁️OneVu API
    • Introduction
    • Methods
  • 📘My Area Directories
    • Presentation
    • Creating/editing a directory
    • Defining fields in an empty directory
    • Adding records to an empty directory
    • Adding a URL endpoint to an API Directory & Hybrid Directory
    • Importing a CSV file to a Hybrid Directory
    • Importing a CSV file to a Hybrid Directory
    • Configure My Area Directory Display Component
    • Configure My Area Directory Component
    • Configure My Area Directory Component
    • Configure My Area Directory Component
    • Configure My Area Directory Container/Directory Groups component
    • Configure My Area Directory Container/Directory Groups component
    • Configure My Area to display in OneVu
  • ✅OpenProcess
    • Introduction
    • My tasks
    • Supervise Tasks
    • Search Processes
    • Start Process
    • Abandon a Process
    • Process Retention Periods
    • Building Processes
      • Your first process
      • Step Set Up
        • Standard Steps
        • Auto-completing steps
        • Branches
        • REST API Steps
          • Worked example
      • Actions
        • IEG4 Emails
        • GOV.UK Notify Emails
        • GOV.UK Notify SMS
        • WhatsApp Messages
        • Messenger Messages
    • Two-way Communication
    • 🛠️Set Up
      • Fields
      • Categories
      • Groups
        • Permissions
      • Users
      • Organisations
    • 💾Export to CSV
    • ⚡OpenProcess Flex
      • Cases Functionality
      • Process Branches
        • Nested Branches
        • Multiple Conditions
        • Advanced Conditions
      • Work allocation in branches
      • Choice Fields
      • Mandatory Fields
      • Branches - Search Processes
      • OneVu - Track my Requests
      • Dynamic Notifications
        • Worked Example
      • Worked Example - Simple
      • Worked Example - Advanced
    • 🔀OpenProcess EDMS
      • Document Indexing
        • Multiple Indexing Queues
      • Bulk Document Import
      • Create a Document
      • Set Up
        • Document Types
        • Document Templates
          • Headers
          • Footers
          • Stylesheets
          • Templates Admin/Use
        • Service Areas
        • Account Extracts
          • User Functionality
          • IT Facing Functionality
  • ☁️OpenProcess API
    • Introduction
    • Getting an API Key
    • Methods
    • Webhooks - REST API Steps
  • 📈Reporting
    • OneVu
    • CS Vu
    • OpenProcess
    • Reporting Database
  • 💏Community Content
    • OneVu
      • Council Tax
        • Capita Content
        • Civica Content
        • Northgate Content
        • Sample Demo Content
      • Benefits
        • Capita Content
        • Civica Content
        • Northgate Content
      • Business Rates
        • Capita Content
        • Civica Content
        • Northgate Content
      • Licensing
        • IDOX Uniform Content
      • Housing
        • Northgate Rents Content
        • Northgate Repairs Content
    • eDesigner
    • OpenProcess
      • Council Tax
      • Benefits
      • Business Rates
      • Building Control
      • Adult Social Care
      • Licensing
      • Planning
      • Street Name and Numbering
      • Complaints
      • Housing
      • Waste
      • Environmental Health
      • Streets and Parks
Powered by GitBook
On this page

Was this helpful?

Export as PDF
  1. OpenProcess

Abandon a Process

There is a function that will allow authorised users to be able to abandon in-progress processes.

PreviousStart ProcessNextProcess Retention Periods

Last updated 2 years ago

Was this helpful?

There is a function that will allow authorised users to be able to abandon in-progress processes. This is to cater for scenarios where a process will not continue any further and therefore any existing or follow-on steps in the process do not need to be completed.

OpenProcess Setup – Group Permissions

Two new permissions are available so you can control which groups of users are able to:

1. Abandon Process (who can abandon in-progress processes)

2. Abandon Process Administrator (who can create the Abandon Reasons)

OpenProcess Setup – Abandon Reasons

There is an area to set up reasons for abandoning a process:

Abandon Reasons

Click on the Add button to add any new reasons.

OpenProcess Setup – recording which processes can be abandoned

Once the Abandon Reasons have been set up you can then record which processes can be abandoned.

There is a field on the Process details where you can choose which group can abandon the process. It’s a drop-down “Abandonable by group” field. One process can have one Group specified as the group of users that can abandon this process when it’s in-progress:

NB you must ensure that the permission has been set against the Group you select that will allow the group users to abandon the process.

OpenProcess– Abandoning a process

To abandon an in-progress process you must use the Search Processes screen. You will then search for in-progress processes using the filter options:

Click on the ‘Find Processes’ button and the process(es) will be listed:

To abandon the process click to drill down:

Click on the Abandon tab and then select the reason:

Click on the “Abandon Process” button and you will then get a confirmation message asking “Are you sure you want to abandon this process?”:

Once abandoned the process cannot be continued. If it has been done by mistake then the user will need to manually start the process all over again.

Click “Yes – Abandon” to abandon the process, or “Cancel”.

When Abandoned the process will no longer appear on the My Tasks or Supervise Tasks screens and it will also not appear to the citizen on the Track My Requests page in OneVu.

✅