Workflow

Screens that are available in this release of Costpoint web are in bold.  

Costpoint Client/Server Menu

Costpoint Client/Server Application

Costpoint Web Application

Design

Define Case Labels

Administration\Maintain\Workflow\Workflow Case Labels

 

Define Role Filtering

Administration\Maintain\Workflow\Workflow Role Filters

 

Define Roles

Administration\Maintain\Workflow\Workflow Roles

 

Define Workflow Models

Administration\Maintain\Workflow\Workflow Models

 

Print Workflow Definition Report

Administration\Review\Workflow\Workflow Definition Report

Initiate

Initiate Case

Administration\Transactions\Workflow\Initiate Workflow Case

Monitor

Maintain Case

Administration\Transactions\Workflow\Edit Workflow Case

 

Monitor Status

Administration\Transactions\Workflow\Monitor Workflow Status

 

Escalate Activities

Administration\Transactions\Workflow\Escalate Activities

 

Activity and Message Inboxes

Administration\Transactions\Workflow\Workflow Activity and Message Inboxes

 

Print Workflow Status Report

Administration\Review\Workflow\Workflow Status Report

 

Audit Inquiry

Administration\Review\Workflow\Workflow Audit Inquiry

 

Print Audit Report

Administration\Review\Workflow\Workflow Audit Report

Conclude

Purge Historical Data

Administration\Utilities\Workflow\Purge Historical Workflow Data

Utilities

Miscellaneous Toolkits

Administration\Utilities\Toolkits\Miscellaneous Workflow Toolkits