History Grid

You can use the History grid to audit the workflow. Use this grid to view completed and rejected assignments and view if a Work Authorization is suspended, resumed, or cancelled. You can also view comments supplied for a Work Authorization.

History Grid

Grid Toolbar

Option

Description

History

Click this drop-down arrow to display the following options: 

  • Print — Select this option to display the Print Preview form with the grid’s contents displayed.

  • Export to Excel — Select this option to display the Microsoft Excel application with the grid’s contents displayed.

Grid Columns

Field Name

Description

Step

Use this column to view the step number assigned to the assignment.

Description

Use this column to view the value assigned in the Description field for the step in the Workflow Steps grid.

Previous state

Use this column to view the state before the state was changed.

Responsibility

Use this column to view the label of the user field used for the workflow step. Examples are Control Account Manager, Project Controls Analyst, and Project Manager.

If the assignment was assigned manually or is the Created by user, the responsibility is blank. If the row’s New state column shows Suspended, Resumed, Rejected, or Cancelled, this cell is blank.  

Name

Use this column to view the user name that performed the action.

Due date

Use this column to view the date the step was due based on the calculation using days allotted and the due date.

If the row’s New state column shows Suspended, Resumed, Rejected, or Cancelled, this cell is blank.  

Step Start Date

Use this column to view the date the step started.

If the row’s New state column shows Suspended, Resumed, Rejected, or Cancelled, this cell is blank.  

Action Taken Date

Use this column to view the date the user took action on the step that changed the step state.

If the row’s New state column shows Suspended, Resumed, Rejected, or Cancelled, this cell is blank.  

Action Taken

Use this column to view the action taken that changed the step state.

New

Use this column to view the state at the end of the step or action.

Comment

Use this column to view the comment supplied for an assignment. Click the hyperlink to display the text viewer dialog box.

If workflow is edited, you can view a “Workflow Edited” comment in the History grid on the step where the Action Taken column displays Start.


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