Contents of the Monitor Workflow Status Screen
Use the field and options to configure the Monitor Workflow Status screen.
Monitor Status
This table window displays all workflows you queried upon entering this screen.
Field | Description |
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Workflow |
This field displays the workflow name. |
Subsystem |
This field displays the subsystem associated with this workflow. The subsystem describes the Costpoint functions commonly used for the activities of this workflow. |
Active |
This checkbox displays the status of the Active check box in the Manage Workflow Models screen. If the Active check box is selected, the selected workflow is active. You can initiate a case, start an activity, or complete an activity only if the workflow is active. |
Case |
This field displays the unique numeric identifier for the instance of the workflow. Case values associated with the selected workflow case and the labels and values that define the instance of the workflow displays in the field to the right. |
Status |
This field displays the status associated with the selected workflow case. This indicates whether the workflow case is in progress or complete. If the workflow case is In-Progress, additional activities must be completed. If the workflow case is Complete, all required activities have been completed. |
Starting Date/Time |
This field displays the date and time this workflow was initiated. |
Completion Date/Time |
This field displays the date and time associated this workflow was completed. |
Case Notes |
this field displays additional information about this workflow case. |
Monitor Status Detail
This table displays the flow of activities, indicating which have been completed for a particular case of the workflow.
After selecting an activity, use the buttons and subtask in this block to start, assign, view the detail, or complete the activity or option.
Field | Description |
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Activity |
This field displays the activity associated with the currently selected workflow in the Monitor Status table window. |
Option |
This field displays the current option for this activity. An option indicates that there is more than one action that can be performed to complete this activity. |
Completed |
This check box indicates whether this activity was finished. |
Transfer Date/Time |
This field displays the date and time the activity was routed to activity inboxes. |
Assigned User Name |
This field displays the user name to which this activity has been assigned. |
Starting Date/Time |
This field displays the date and time at which this activity was started. |
Starting User ID |
This field displays the user ID of the individual who started this activity. |
Starting User Name |
This field displays the user name of the individual who started the activity. |
Completion Date/Time |
This field displays the date and time the activity was finished. |
Completing User ID |
This field displays the user ID of the individual who finished the activity. |
Completing User Name |
This field displays the user name of the individual who finished this activity. |
Completion Notes |
This field describes anything of note that occurred while completing this activity. |
Start |
Click this button to start the selected activity and route the next activities. The date and time you start the activity is audited. If a Costpoint function is associated with this activity, the Costpoint function launches. If someone else already started the activity, you are prompted to re-start the activity. Continue to start the activity only if you are certain another user is not completing the activity. If the activity was originally routed to a role or multiple users, you are prompted to assign the activity to yourself only. If you choose to assign the activity to yourself only, the activity is removed from other users' activity inboxes. You are now responsible for completing this activity. This button is inactive if the selected item has already been completed, is an activity with options where each option starts a different Costpoint function or is a group item. Note: If there are options associated with this activity with different Costpoint functions, you must select which option you want to start.
|
Assign |
Click this button to assign the currently selected activity in the table window to you. If you choose to assign the activity to yourself only, the activity is removed from other users' activity inboxes. You are now responsible for completing this activity. |
Subtask
Subtask | Description |
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Complete Activity | Click this link to open the Complete Activity subtask and complete the selected activity in the Monitor Status Detail table window. |
- Related Topics:
- Complete Activity Subtask
Use this subtask to complete a workflow activity.