Manage Approval Workflow Case Status
Use the Manage Approval Workflow Case Status screen to manage and monitor the status of a single case, or multiple cases.
In the Manage Approval Workflow Case Status application, you can:
- Display the current status of workflow model cases.
- Filter workflow model cases based on various criteria, such as:
- Case start and completion dates.
- Case status (In Process, Approved, Rejected).
- All cases currently assigned to a specific user.
- All cases approved or rejected by a specific user.
- Take action on an individual case or bulk action on multiple cases, such as:
- Initiate reminders and escalations for In-Process cases.
- Redirect or delegate workflow cases.
- Reject workflow cases to the beginning of the model.
- Reject a specific workflow case to a specific activity in the model.
- View the activity history (including rejection tracking) for individual cases.
- Delete workflow cases.
Note: You must be an assigned owner of a model to view and manage its workflow cases on this screen. A model owner can have read-only, update, or update and delete access to cases. With the correct access, you can designate users as model owners on the Approval Workflow Model screens in the Approval Workflow Owners subtask. A workflow model can have multiple owners.
Related Topics:
Display the Manage Approval Workflow Case Status Screen
You access the Manage Approval Workflow Case Status Screen from the Admin domain.
Contents of the Manage Approval Workflow Case Status Screen
Use the fields and options to configure the Manage Approval Workflow Case Status screen.