Client Life Cycle Statuses

Owned by Sangamesh Nadagoudar
Last updated: Jun 17, 2019 by Massabe Lydiane

This page details the Client Life Cycle Statuses and the transitions between the various statuses.

On this page:


                                                          

   

ActionState
Create clientPending for approval
ActivateActive
CloseClosed
RejectRejected
Withdrawn by clientWithdrawn
DeleteDeleted
ReactivateActive


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  • On clicking on "Withdrawn by client", the client gets "Withdrawn".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  • If the client is in the following states: Rejected/Withdrawn/Deleted, it cannot be Activated again.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

ActionReason
CloseClient closure reason
WithdrawClient withdrawal reason
RejectClient Rejection reason


Link for Reference: Manage Clients