Where to start
Workspace → Properties Management → Workflow Control
Before you begin
Sign in to the correct Proplix workspace with permission to use the relevant records. The walkthrough uses fictional demonstration records; choose the correct live record before making changes.
Follow these steps
- Open Workflow Control and review jobs requiring attention, approval or follow-up.
- Assign a clear follow-up task with an owner and due date. Keep the task related to the relevant work where available.
- If the tenant reviews submitted completion and the issue is still unresolved, they can choose Not resolved. Review the resulting workflow status and assign the next action.
- Review the job register and relevant reports to confirm its current state. Check that unresolved work remains visible to the responsible team.
Check the result
Review the job register and relevant reports to confirm its current state. Check that unresolved work remains visible to the responsible team.
If something does not look right
If a control or record is missing, confirm the selected workspace, record context, enabled services and your permissions. Check the saved record and its activity history before repeating an action.
Useful next steps
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.