PRINT WORKFLOW STATUS REPORT

Use this report to print the status of workflow cases. Print this report to check the status or review the history of particular workflow cases. The report prints workflow case information including the starting and ending date of workflow cases. It lists activities that are in inboxes, have been started, and/or have been completed. For each activity, it prints the date on which the activity was added to the inboxes, the date and user that started the activity (if started), and the date and user that completed the activity (if completed).

You can print this report for a selection of workflows, subsystems, and cases. You can print all activities, only the required activities, or only the optional activities. You can print all workflows, only in-progress workflows, or only completed workflows. You can sort the report by workflow or subsystem.

The Workflow Status Report provides a snapshot of the current status of workflow cases. Print this report after you have initiated a workflow case. For workflows that are in progress, this report provides an up-to-date listing of the activities that are currently being worked on, as well as the activities that have been completed. For completed workflow cases, this report provides a historical account of the workflow activities.

You may want to print this report before running the Purge Workflow Data screen. You cannot print this report for workflow cases after you purge the related data.

Location

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use this group box to select the range of data you want to include on this report.

Workflow

Use this drop-down list box to select the range of workflows you want to use. The following options are available:

The default selection for this field is All. If you have a large number of jobs, you may not want to use the default option.

Start

Use this field to enter, or use to select, the starting workflow, as applicable.

End

Use this field to enter, or use to select, the ending workflow, as applicable.

Subsystem

Use this drop-down list box to select the range of subsystems you want to use. The following options are available:

The default selection for this field is All. If you have a large number of jobs, you may not want to use the default option.

Start

Use this drop-down list box to select the starting subsystem, as applicable. The following options are available:

End

Use this drop-down list box to select the ending subsystem, as applicable.

Case

Use this drop-down list box to select the range of case values you want to use. The following options are available:

The default selection for this field is All. If you have a large number of jobs, you may not want to use the default option.

Start

Use this field to enter, or use to select, the starting case value, as applicable.

End

Use this field to enter, or use to select, the ending case value, as applicable.

Sort By

Use this group box to specify how to sort the data in this report.

1st Sort

Use this drop-down list box to sort the data in this report by Workflow or Status.

Page Break

Select this check box to insert a page break in between each workflow or status entry.

Options

Use this group box to select advance options for this report.

Workflow Status

Use this group box to specify which workflow status to include on this report.

Both

Select this option to include both active and inactive workflows.

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.

Activities

Use this options in this group box to specify which workflow activity to include on this report.

Both

Select this option to include both required and optional activities.

Required

Select this option to include only activities that have the Required check box selected in the Activity or Activity With Options subtasks of the Manage Workflow Models screen.

Optional

Select this option to include only activities that do not have the Required check box selected in the Activity or Activity With Options subtasks of the Manage Workflow Models screen.