Client Life Cycle Statuses
Last updated
Last updated
This page details the Client Life Cycle Statuses and the transitions between the various statuses.
Action | State |
Create client | Pending for approval |
Activate | Active |
Close | Closed |
Reject | Rejected |
Withdrawn by client | Withdrawn |
Delete | Deleted |
Reactivate | Active |
On creating a new client, it moves into the "Pending for approval" state. From the approval state, it can undergo the following transitions:
On clicking on "Activate", the client gets "Active". OR
On clicking on "Close", the client gets "Closed". OR
On clicking on "Reject", the client gets "Rejected". OR
On clicking on "Withdrawn by client", the client gets "Withdrawn". OR
On clicking on "Delete" the client gets "Deleted". Once a client gets deleted, it won't show up anywhere in Mifos X.
If the client is in the "Closed" state, it can be "Reactivated" to make it "Active".
If the client is in the following states: Rejected/Withdrawn/Deleted, it cannot be Activated again.
NOTE: For the actions mentioned below, we need to update reasons as mentioned below in the Code Values (for more information, navigate to Admin >> System >> Code) :
Action | Reason |
Close | Client closure reason |
Withdraw | Client withdrawal reason |
Reject | Client Rejection reason |
Link for Reference: Manage Clients
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