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Troubleshooting Stuck Workflow

A workflow is stuck when a request, approval, task, notification, purchase step, stock movement, invoice, or support item does not move to the next expected stage. The most common causes are missing approvers, incomplete required fields, record status conflicts, returned items, or a user waiting on another team.

Step-by-Step Checks

  1. Open the record and check its current status, assigned person, and latest activity note.
  2. Confirm all required fields and attachments are complete.
  3. Check whether the next approver is active, available, and assigned to the right branch or department.
  4. Look for returned, rejected, cancelled, expired, or on-hold status messages.
  5. Add a clear comment if another user needs context before acting.
  6. Ask a manager or tenant admin to reassign the task if the assigned person is unavailable.

What To Include When Asking For Help

  • Record number, current status, expected next step, assigned user, and waiting time.
  • Any visible validation message or missing approval reason.
  • Business urgency, such as stockout risk, supplier deadline, or customer delivery date.

Need help with this topic?

Capture the module, record number, branch or warehouse, user, visible message, and what you expected to happen before contacting support.

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