Overview

The concept of "Owner Complete" means that a Workflow Instance is still "incomplete", but it has progressed to the point that its "owner" (the person or entity that started it) no longer has anything to do.

For instance, consider a Workflow with these Steps:

• Step 1: Practitioner fills in some data

• Step 2: Practitioner fills in more data, then submits for review

• Step 3: Administrator assigns a Reviewer

• Step 4: Reviewer conducts a review, then accepts or denies the application

This Workflow is considered "Owner Complete" once it reaches Step 3, because that's the point beyond which the original owner no longer has any Steps assigned to them.

See also: Defining "Is Complete" for a Learning Plan Instance

Legacy Rules

Prior to LearningBuilder 9.9, this status was determined dynamically by creating a sequential, unbroken list of Workflow Steps that all were "Completed By" the "Owner" entity. If a Workflow Instance was NOT on one of those Steps, it was considered "Owner Complete". 

Put another way, a Workflow Instance was not "Owner Complete" if there existed a Step, later in the process than the current Step, that was owned by "Owner".

Explicit Configuration

In Release 9.9 configuration settings were added that allow configurators to explicitly indicate which Steps should count as “Owner Complete”.

There is a setting at the Workflow level that indicates whether the legacy rules or explicit configurations should be used:

Open

Once that setting is enabled, there will be another setting at the Workflow Step level to indicate whether that Step is considered "Owner Complete" or not.

Open