Workflow (Inquiry)
Additional Information
The Workflow Inquiry allows you to view workflow transition events. With this information, you can review disposition and history of business processing, including tracking responsible participants, monitoring transition times, or remediating process failures. The inquiry provides the ability to aggregate (group), sort, filter, and export the information for comprehensive monitoring, tracking and auditing.
The inquiry provides the ability to aggregate (group), sort, filter and export information to better monitor events in the system. For more information, see How to Work with Lists.
Restrictions
The inquiry includes the following restrictions:
| Restriction | Description | |
|---|---|---|
|
From Event Date |
Enter or select an event date. This is the first date in the date range to include items. |
|
|
To Event Date | Enter or select an event date. This is the last date in the date range to include items. |
| Employee | Enter or select one or more employees. This limits the results to events associated with the selected employees. | |
| Workflow | Enter or select one or more workflows. This limits the results to events associated with the selected workflows. | |
| User | Enter or select one or more users. This limits the results to events associated with the selected users. | |
| Document | Enter or select one or more documents. This limits the results to events associated with the selected types of documents. | |
| In Workflow | Select to only return results for events for documents that are still in active in a workflow. To include all events, click on the checkbox until it is filled with a blue box. | |
Results
The inquiry contains a single level of workflow information, which includes Document, Display Name, Event Date, Workflow, Action, State, User, Employee, and In Workflow.
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Document type determines how the Display Name displays. For example, a Prebill's Display Name displays as '+ ProjCode – BT code – Through Transaction Date' when a Prebill was deferred, or '* ProjCode – BT code – Through Transaction Date' when a Prebill has had changes, such as transfers, holds etc.