Costpoint Online Help

Contents of the View Workflow Audit Information Screen

Use the fields and options to configure the View Workflow Audit Information screen.

Contents

Field Description
Workflow

Use this field to enter, or use to select, the workflow for which you want to view information. If you do not select a workflow, information from all available workflows displays in the Workflow Cases table window.

Subsystem

Use this drop-down box to select the subsystem for which you want to view information. If you do not select a workflow, information from all subsystems displays in the Workflow Cases table window. The Costpoint subsystems are:

  • Accounting
  • Materials
  • Others
  • People
  • Projects
Status

Use this drop-down box to select the workflow status for which you want to view information. If you do not select a workflow, all complete and in-progress workflows display in the Workflow Cases table window. The options are:

  • Complete: Select this option to include only workflows that have been completed.
  • In-Progress: Select this option to include only workflows that are currently in-progress.

Workflow Cases

This table window displays the subsystem, workflow, status, and number of workflow cases. This provides you with a summary of workflow cases that are in progress or complete, depending on your selection criteria. Detailed information is available in the Completed Activities, Current Activities, and Cases subtasks as well as other subtasks you can drill down to from those screens. To inquire at a more detailed level, select the line for which you want additional information. Select the appropriate subtask to expand the inquiry accordingly. You can also double-click on a specific line to go straight to the Completed Activities subtask.

Note: All subtask information is related to a specific workflow, subsystem, status, filter, and value from the table window.
Field Description
Workflow

This field displays the name for this workflow.

Subsystem

This field displays the subsystem to which this workflow is associated. The Costpoint subsystems are:

  • Accounting
  • Materials
  • Others
  • People
  • Projects
Status

This field displays the status of this workflow. A workflow may be one of the following:

  • Complete: Select this option to include only workflows that have been completed.
  • In-Progress: Select this option to include only workflows that are currently in-progress.
Number of Cases

This field displays the number of cases involved in this workflow.

Subtasks

Subtask Description
Completed Activities Click this link to open the Completed Activities subtask and view information about the activities that have been completed in this workflow.
Current Activities Click this link to open the Current Activities subtask and view information about the ongoing activities in this workflow.
Cases Click this link to open the Cases subtask and view information about the cases associated with this workflow.