Use this tab to quickly identify the approver and the other current and past workflow assignments, and to view the history records.
Click this button to display information about completed assignments and details on whether an Action is suspended, resumed, or cancelled.
The Workflow History dialog box displays.
This grid lists existing assignments. It can help you determine who is holding up the workflow. The grid remains empty until you save an Action and start the workflow steps. The table then displays a row for each assignment on the step.
You can opt either to display the current step’s assignments or both the current and past steps’ assignments. Viewing the past assignments provides you with information about actions already taken.
Click a column header to change the sorting order.
Option |
Description |
Approvals |
Click the drop-down arrow to display the following options:
|
Show Past Assignments/Hide Past Assignments |
Click this button to either display or hide past assignments. |
Field Name |
Description |
Step |
Use this column to view the step number assigned to the assignment. |
Description |
Use this column to view the value assigned in the Description field for the step in the Workflow Steps grid. |
Action Required |
Use this column to view the text of the positive action option for the step (for example, Approve, Submit, and others) or is blank if the action has been completed or the assignment is suspended or closed. |
Responsibility |
Use this column to view the label of the user field used for the workflow step. Examples are Control Account Manager, Project Controls Analyst, and Project Manager. If the assignment is assigned manually or is assigned to the originator, this column is blank. |
Name |
Use this column to view the person’s name on the assignment. |
Delegate |
Select the check box if the name displayed is that of a delegate for an original assignee. Do not select this check box if the assignee is both an original assignee on the step and another assignee’s delegate. |
Due Date |
Use this column to view the due date for the assignment. |
Step Start Date |
Use this column to view the date when the step started. This is usually when notifications are sent to the user so that they know there is an action they need to perform. |
Action Taken Date |
Use this column to view the date when the user took action on the step that changed the step state. |
Action taken |
Use this column to view the action taken that changed the step state. |
Comments |
Use this column to view the comment entered for an assignment. Click the hyperlink to display the Text Viewer dialog box. |