Transition model workflows

Transition a model’s workflow into its next state, or reset a workflow on a model.

Prerequisites

• You are logged in to ValidMind.
• The model is registered in the model inventory.¹
• Model stages have already been customized for use in workflows.²
• Workflows have already been set up for use with your models.³
• You are a assigned role with sufficient permissions to transition the workflow into its next state.⁴

¹ Register models in the inventory

² Manage model stages

³ Configure model workflows

⁴ Manage permissions

Transition model workflows

Roles and action visibility

Depending on the configuration of your workflows, you may or may not be able to move a model into another workflow state as actions can be gated to only users of certain roles.

When all the actions that can be performed by your role are completed for that model at that stage of the workflow, actions will disappear from your view.

1. In the left sidebar, click Inventory.

2. Select a model or find your model by applying a filter or searching for it.⁵

3. On the landing page of your model, locate the active workflows section and the workflow you’d like to transition.

4. If an action is available to your role, you’ll see it listed under that workflow:

   • Click to open up the transition panel for your selected action. This arrow will be followed by the action name.
   • Enter your notes and any other additional inventory fields⁶ then click Submit.

⁵ Working with the model inventory

⁶ Manage model inventory fields

Reset your model workflow

By default, the Customer Admin role has sufficient permissions to reset model workflows.

If you need to reset a model’s workflow to the beginning:

1. In the left sidebar, click Inventory.

2. Select a model or find your model by applying a filter or searching for it.⁷

3. On the landing page of your model, locate the active workflows section.

4. Click on the name of the workflow you’d like to reset to open that specific workflow’s details.

5. On the workflow’s detail modal, click on the in the top-right hand corner and select Abort Workflow.

6. On the confirmation page, toggle restart workflow after aborting, then click Yes, Abort Workflow to restart your workflow.

⁷ Working with the model inventory