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, the report will provide 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, the report will provide a historical account of the workflow activities.
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.
Data for this report comes from the following database tables: WF_CASE_STATUS, WF_WORKFLOW, WF_AUDIT, WF_ACTIVITY, and WF_ACTIVITY_OPT.
You do not need to retain this report to provide an audit trail. You can print this report as often as necessary.
Use this group box to select records from a range of workflows.
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.
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.
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.
Use this group box to select records from a range of subsystems.
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 only interested in the workflows 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.
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.
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.
Use this group box to select records from a range of workflow cases.
Choosing the In-Progress or Complete radio buttons in the Select Workflow Status group box may further limit the workflow cases that are printed on the report.
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 workflow cases, you may want to select a different option.
Enter the beginning case in this field or use Lookup to select one. If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.
Enter the ending case in this field or use Lookup to select one. If you select "All," "One," or "To End" in the Range Option field, this field will be inactive.
Select the sort option for the report.
Select this radio button to sort by workflow. This is the default selection.
Select this radio button to sort the report by status.
Select this checkbox if you want a page break each time the selected sort option changes.
Choose which activities should be printed for each workflow by selecting one of the radio buttons in this group box. The options are Both, Required, and Optional. The default selection is Both.
Select this radio button to include both required and optional activities.
Select this radio button to include activities that have the Required checkbox selected in the Activity or Activity with Options subtasks of the Define Workflow Models screen.
Select this radio button to include activities that do not have the Required checkbox selected in the Activity or Activity with Options subtasks of the Define Workflow Models screen.
Select one of the radio buttons in this group box to determine which workflow statuses should be printed. The options are Both, In-Progress, and Complete. The default selection is Both.
Select this radio button to print all workflows.
Select this radio button to print only workflow cases that have not been completed.
Select this radio button to only print workflow cases that have been completed.
If you select In-Progress or Complete, the workflow cases you selected in the Select Cases group box may not all be printed.