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Monitor and repair account provisioning

After a registration is approved, the platform runs a series of automated setup steps. Use the Activity Log and the request detail pages to watch progress, retry failed steps, or abort and clean up a broken request.

Before you start​

  • Sign in to the admin console with CollabKare staff access.
  • Go to Provisioning → Activity Log for the cross-queue view, or open any request's detail page from the patient or organization queues.

Steps​

  1. Open a request. The Provisioning Steps section lists each setup step in order with a live status: Completed, Failed, In progress, Pending, or Rolled back. Steps marked NON-CRITICAL don't block completion.
  2. To retry: on a failed or partially completed request, click Retry from step… (in the header bar or the row's ⋮ menu), or click Retry directly on a failed step. In the Retry From Step dialog, set Start from step (1-20) — step 1 re-runs the whole setup; already-completed steps are skipped safely — then click Retry.
  3. To abort: click Abort & Cleanup. This marks the request failed, disables the newly created sign-in account (reversibly), and removes any orphaned billing account. You must enter a Reason (logged in the audit trail) and type the applicant's email to confirm before the Abort button activates.
  4. Watch the detail page — it refreshes automatically every couple of seconds while setup is running. The Timeline card shows Submitted / Approved / Provisioning Complete, and Provisioned Resources lists the created account identifiers.

Tips / Troubleshooting​

  • A request stuck In progress can only be retried once it has been stale for a few minutes — this guards against racing a run that's still active.
  • Completed and Rejected requests are view-only.
  • Each step row shows its error message and retry count, which usually points at what to fix before retrying.