Use this screen to track individual workflow cases and determine their status. You can start and complete activities from this screen, and view activities that already have been completed. In addition, you can use this screen to initiate workflow cases.
The Monitor Status Detail table window in this screen, like the Activities table window on the Manage Workflow Models screen, provides you with a graphical user interface to visualize activities that occur in parallel, in groups, with options, or simply one after another. You can identify completed activities by the red check preceding the name of the activity.
Upon entering this screen, you are prompted to search for desired workflows.
You must set up the following screens before using this screen:
Manage Workflow Models
You must also initiate workflow cases using the Manage Workflow Cases screen.
this table window displays all workflows you queried upon entering this screen.
This field displays the workflow name.
This field displays the subsystem associated with this workflow. The subsystem describes the Costpoint functions commonly used for the activities of this workflow.
This check box 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.
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.
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.
This field displays the date and time this workflow was initiated.
This field displays the date and time associated this workflow was completed.
this field displays additional information about this workflow case.
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.
This field displays the activity associated with the currently selected workflow in the Monitor Status table window.
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.
This check box indicates whether this activity was finished.
This field displays the date and time the activity was routed to activity inboxes.
This field displays the user name to which this activity has been assigned.
This field displays the date and time at which this activity was started.
This field displays the user ID of the individual who started this activity.
This field displays the user name of the individual who started the activity.
This field displays the date and time the activity was finished.
This field displays the user ID of the individual who finished the activity.
This field displays the user name of the individual who finished this activity.
This field describes anything of note that occurred while completing this activity.
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.
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.
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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. |