Stopping a workflow in Maximo can be achieved through different methods, depending on whether you need to halt a workflow on a specific record or manage active workflow instances centrally.
Methods to Stop a Workflow in Maximo
There are primarily two ways to stop a workflow process in Maximo, catering to different scenarios and user roles. Understanding the context for each method ensures the correct approach is taken.
1. Stopping Workflow on a Specific Record
This method is used when a workflow is active on an individual Maximo record, such as a Work Order, Purchase Requisition, or Service Request. It allows users to terminate the workflow process directly from the record itself.
When to Use:
- When a specific record's workflow needs to be stopped due to a change in plans, an error in routing, or if the process is no longer required for that particular item.
- Typically initiated by the record owner or a user with appropriate security permissions for that application.
Steps:
- Navigate to the Application: Go to the Maximo application where the record with the active workflow is located (e.g., Work Order Tracking, Purchase Orders, Service Requests).
- Open the Record: Locate and open the specific record that has the active workflow you wish to stop.
- Access Select Action Menu: Look for the Select Action menu, usually found in the toolbar or as a dropdown option within the record view.
- Choose Stop Workflow: From the list of available actions, select Stop Workflow. This action will terminate the workflow process for that particular record.
2. Stopping Workflow Instances from Workflow Administration
This method is designed for administrators or power users who need to manage and control active workflow processes across the system. It provides a centralized view to stop specific instances of a workflow, which is useful for broader process management.
When to Use:
- When multiple instances of a workflow process need to be stopped.
- To halt a workflow process that might be stuck or incorrectly configured system-wide.
- Typically performed by Maximo administrators or users with elevated permissions in the Workflow Administration application.
Steps:
- Access Workflow Administration: Navigate to the Workflow Administration application in Maximo.
- Select Active Process: Identify and select the specific active process instance that you want to stop. This application displays ongoing workflows throughout the system.
- Locate Assignment Line: Within the selected active process, locate the relevant assignment line. This line represents a specific stage or task within the workflow process instance.
- Click Stop Process: On the chosen assignment line, click the Stop Process action. This will terminate that particular instance of the workflow.
Comparison of Methods
The following table summarizes the key differences between the two methods for stopping a workflow in Maximo:
| Feature | Stopping Workflow on a Specific Record | Stopping Workflow Instances (Admin) |
|---|---|---|
| Scope | Individual record | System-wide active workflow processes |
| Location | Within the record's application | Workflow Administration application |
| Typical User | Record owners, end-users | System administrators, workflow managers |
| Purpose | Halting workflow for one specific item | Managing and terminating process instances |
Important Considerations
- Permissions: Users must have the appropriate security group permissions to perform workflow stop actions. Without the necessary authorization, these options will not be available.
- Impact: Stopping a workflow will prevent any further actions or routing defined by that workflow from occurring on the affected record or process instance. Ensure you understand the consequences before stopping.
- Audit Trail: Maximo typically maintains an audit trail of workflow actions, including when a workflow is stopped, which can be useful for compliance and troubleshooting.
For more detailed information on managing workflow processes in Maximo, consult the official IBM documentation.
