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Withdrawn by client
Withdrawn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On clicking on "Withdrawn by client", the client gets "Withdrawn".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If the client is in the following states: Rejected/Withdrawn/Deleted, it cannot be Activated again.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
Related articles
