View workflow history

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

Use these steps to view the status of a document that was submitted to the workflow system for processing and approval. The demo data company used to create this procedure is USMF.

  1. Go to Common > Inquiries > Workflow > Workflow history.
    • Use this form to view the status of a document that was submitted to the workflow system for processing and approval.
    • The Instance ID is the identification code of the workflow instance that is processing, or has processed the document.
    • The Status is the workflow status of the document.
    • The Workflow ID is the identification code of the workflow that is processing, or has processed the document.
    • The Document is the identification code of the document.
    • The Document type is the type of document that was submitted for processing.
    • The Workflow is the name of the workflow that is processing, or has processed the document.
    • The Version is the version number of the workflow that is processing, or has processed the document.
    • The Created date and time is the date and time that the document was submitted.
    • The Elapsed time is the time that has passed since the document was submitted.
    • The Resume button allows you to resume the workflow process for the selected document.
    • The Recall button allows you to recall the selected document so that it is not processed.
  2. In the list, click the link in the selected row.
    • Make sure the Work items section is expanded. In this section you can view the work items that are associated with the selected document. For example, a task may have to be completed, or the document may have to be approved.
    • The Reassign button will open a dialog box where you can reassign a work item to another user.
    • Make sure the Tracking details section is expanded. In this section you can view the workflow history of the selected document.