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Property & Compliance Management

Troubleshoot onboarding workflow state

Review required context/parties/terms/documents/signatures and current workflow_status.

Reviewed 27 October 2026Merged module 2.1.3
Where to goOnboarding workspace

Before you start

Investigate with the affected role and workspace; a direct route does not bypass record permissions.

Follow these steps

  1. Record the exact screen, record reference and error message.
  2. Review required context/parties/terms/documents/signatures and current workflow_status.
  3. Use supported workflow_action; do not direct-edit status.
  4. The issue is resolved or can be escalated with a precise record reference and reproducible error.

Fields, rules and limits

  • Use supported workflow_action; do not direct-edit status.

Check it worked

The issue is resolved or can be escalated with a precise record reference and reproducible error.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

Use supported workflow_action; do not direct-edit status.

Why is the record or action unavailable?

Investigate with the affected role and workspace; a direct route does not bypass record permissions. Check the current company and record relationship before requesting additional access.