Workflow: Status

To check the status of a published workflow;

  1. Open the Workflow module.
  2. Click the workflow and click C:\Users\ashild\Desktop\iconex_o2\o_collection\o_collection_png\yellow_dark_grey\16x16\clipboard_checks.png Status.

In the table, you get an overview of the budgets in the workflow, assignee, budget parameters* and the following statuses:

  • New: The user has not started on the budget.
  • In progress: The user has started to work on the budget.
  • To review (only visible if the workflow has an assigned reviewer): The budget is awaiting approval from the reviewer.
  • To approve (only visible if the workflow has an assigned approver): The budget is awaiting approval from the selected approver.
  • Completed: Finished budgets are listed here.

 

* Pre-assignment: If the workflow administrator has selected the Let user decide option for the budget parameters, the budget will have status as Pre-assignment in the Not started column.

 

Filter on status, budget template or users

You can use the Filters pane to filter on Status, Template, and User:

  1. If not already open, open the Filters pane.
  2. Under Status, Template and User, use the checkboxes as filters.