PRINT AUDIT REPORT

Use this report to print workflow cases as well as completed and in-progress activities and options. Print this report to monitor user activity and track event trends and to determine bottlenecks in workflows.

The report includes workflow case information including the case values, starting date/time, and ending date/time. It lists activities and options that have been completed and the average transfer time, average activity time, and average time to complete. It can also list these average times by user. It includes the number of cases of current activities and options (in progress) for the workflow.

You can print this report for a selection of workflows and subsystems. You can print the following sections of the report: Case Detail, Completed Activity Summary, User Productivity Summary, and Current Activity Summary. You can print the report for completed workflows, in-progress workflows, or both. You can sort the report by workflow or subsystem.

The information included on this report closely follows the Audit Inquiry. Both the Audit Inquiry and Print Audit Report screens provide you with analysis tools to review user productivity and efficiency, system usage, event trends, and bottlenecks in workflows.

Print this report after you have initiated and completed workflow cases. Use this report to review specifics on particular activities and options such as the user completing the item and the average length of time to complete. Also, you can use this report to track activities and options that are idle in order to determine whether there is a breakdown in the workflow.

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

Report Sources

Data for this report comes from the following database tables: WF_CASE_STATUS, WF_WORKFLOW, WF_AUDIT, WF_ACTIVITY, WF_ACTIVITY_OPT, and USER_ID.

Retention

You may want to retain this report to provide an audit trail. You can print this report as often as necessary.

Select Workflows

Use this group box to select records from a range of workflows.

Range Option

Select a range option from the drop-down box. Range options are "All," "One," "Range," "From Beginning," and "To End." The default option for this field is "All." If you have a large number of workflows, you may want to select a different option.

If you do not select "All" from the Select Subsystems group box, this field will be inactive.

From

Enter the beginning workflow name in this field or use Lookup to select one from the defined workflows. If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.

To

Enter the ending workflow name in this field or use Lookup to select one from the defined workflows. If you select "All," "One," or "To End" in the Range Option field, this field will be inactive.

Select Subsystems

Use the fields in this group box to select records from a range of subsystems.

Range Option

Select a range option from the drop-down box. Range options are "All," "One," "Range," "From Beginning," and "To End." The default option for this field is "All." If you are interested in the workflows only for particular subsystems, you may want to select a different option.

If you do not select "All" from the Select Workflows group box, this field will be inactive.

From

Select the beginning subsystem from the drop-down box. If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.

To

Select the ending subsystem from the drop-down box. If you select "All," "One," or "To End" in the Range Option field, this field will be inactive.

Select Workflow Status

Choose which workflow statuses to print by selecting one of the radio buttons in this group box. The options are Complete, In-Progress, and Both. The default selection is Complete.

Complete

Select this radio button to print only workflow cases that have been completed.

In-Progress

Select this radio button to print only workflow cases that have not been completed.

Both

Select this radio button to print all workflow cases.

If you select In-Progress or Complete, the workflow cases you selected in the Select Workflows group box may not all be printed.

Show

Case Detail

Select this checkbox to print a list of cases and their associated case values, start date/time, and completion date/time for a workflow. You can use this section of the report to review system usage. If you do not select this checkbox, this list will not be included in the report.

Completed Activity Summary

Select this checkbox to print a list of completed activities and options for a workflow. You can use this section of the report to track event trends. This portion of the report includes the average time elapsed from the time the activity was placed in the user's inbox to the time the activity was started (Average Transfer Time), the average time elapsed from the time the activity was started to the time it was completed (Average Activity Time), and the average total amount of time elapsed from the time the activity was placed in the user's inbox to the time it was completed (Average Time to Complete). If you do not select this checkbox, this list will not be included in the report.

User Productivity Summary

Select this checkbox to print a list of user IDs and names of the individuals who completed activities and options for a workflow. You can use this section of the report to review user productivity and efficiency. This portion of the report includes, by user ID and name, the average time elapsed from the time activity was placed in the user's inbox to the time the activity was started (Average Transfer Time), the average time elapsed from the time the activity was started to the time it was completed (Average Activity Time), and the average total amount of time elapsed from the time the activity was placed in the user's inbox to the time it was completed (Average Time to Complete). If you do not select this checkbox, this list will not be included in the report.

Current Activity Summary

Select this checkbox to print a list of the current activities and options (in-progress) and the number of cases for a workflow. You can use this section of the report to determine whether there are bottlenecks in completing workflows. If you do not select this checkbox, this list will not be included in the report.

Sort

Select the sort option for the report using this group box.

Workflow

Select this radio button to sort by workflow. This is the default selection.

Subsystem

Select this radio button to sort by subsystem. If you choose this radio button, workflows will be printed in ascending order within the subsystem order.

Page Break

Select this checkbox if you want a page break each time the selected sort option changes.

Hint: You can save your sort options and selection criteria for this report with or without printing. After making your selections, select the Save button in the toolbar or go to Save in the File menu. Enter an alphanumeric identifying code and a short description to help you recognize the report parameters and select OK. Later, you can use Find or Query from this screen to access the print parameters you created, and run the same report without having to enter all the selection screen information again. Stored report parameters are especially useful if you will run the reports through the Process Server.