Common workflows involving Partnerships

1) Find “what to do next”

1. Open Partnerships.
2. In any row, read the Next Task — this is the system-selected, highest-priority task for that partnership.
3. Need transaction-type detail? Click the partnership row to drill down to the relationship view.

Why only one next task? Multiple tasks can be Pending; we surface only the most relevant one to reduce noise and keep execution focused.

2) Mark a task as Waiting

1. In the Relationship view, click the ⋮ at the end of the relationship row.
2. Choose Mark as Waiting.
3. Select Who is responsible for the wait:
   • Partner
   • Customer
4. Choose a reason:
   • Integration
   • Test files
   • Testing
   • Other reasons
5. Click Save. The task status updates immediately and the reason is visible in the UI.

Notes

• Manual blocking is available only where the template allows it.
• Blocking is communication only — it does not prevent other system evaluations or actions.

3) Remove a Waiting status

1. Click the ⋮ at the end of the specific relationship row.
2. Select Resolve Waiting Status.
3. Select Confirm in the pop-up. The task returns to normal, event-driven evaluation.

4) Understand Errors vs. Waiting

• Waiting — You’re waiting on a customer or external dependency.
• Error — A known, resolvable problem detected by evaluation (e.g., cancelled trade request with no accepted replacement). Fix the root cause; the task will move out of Error on the next evaluation.