on the toolbar to display the results in the Workflow Cases table window. If you do not enter any information in these fields, all available workflow cases within Costpoint displays.
Use this screen to view all the workflow case statuses without running a single report. Use this information to determine where bottlenecks are occurring in workflows, to monitor user activity, and to track event trends. This screen contains summary information about workflows and additional detail information.
The main screen displays summary information that can be selected for any workflow, case status, subsystem, filter, and value. Once you have populated the main screen with the desired workflow status, subsystem, filter, and value, you can drill-down into more detailed information. If you want the full detail without drilling down into more and more detail, you can view some of the same information in the Monitor Workflow Status screen. Both the Print Workflow Status Report and Print Workflow Audit Report screens also provide audit detail.
Use this screen whenever you need to check user productivity and efficiency, system usage, event trends, and bottlenecks in workflows. Information is available in this screen only after you have started a workflow case, either from the Manage Workflow Cases or Monitor Workflow Status screen.
You can use the Workflow, Subsystem, and/or Status fields in this screen to search for cases within a specific workflow. Click on the toolbar to display the results in the Workflow Cases table window. If you do not enter any information in these fields, all available workflow cases within Costpoint displays.
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 display in the Workflow Cases table window.
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 display in the Workflow Cases table window. The Costpoint subsystems are:
Accounting
Materials
Others
People
Projects
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.
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.
This field displays the name for this workflow.
This field displays the subsystem to which this workflow is associated. The Costpoint subsystems are:
Accounting
Materials
Others
People
Projects
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.
This field displays the number of cases involved in this workflow.
|
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. |