Child Workflows Tab of the Explanation of Variance Form
This tab displays the list of Corrective Actions that are child workflows
for the current Explanation of Variance parent. Use the options on this
tab to create new Corrective Actions, copy existing Corrective Actions,
or delete Corrective Actions from the list. Creating
Corrective Actions is an easy way to track and help ensure that everything
explained in the corrective action narrative is performed. The child Corrective
Actions are assigned to an individual so you can see who should be doing
the action.
Grid
This grid displays all of the child workflows for the selected parent.
This is also where you can associate (remove) child workflows with their
parent or disassociate them from a parent.
The columns in the grid are read-only, except for the Workflow Title
column. You can click the title to display the child workflow details.
You cannot select multiple workflows to edit, copy, or delete.
Grid Toolbar
Option |
Description |
Child
Workflows |
Click the drop-down
arrow to display the following options:
Print:
Select this option to open the Print Preview form with the
grid's contents displayed. Export
to Excel: Select this option to open the Microsoft
Excel application with the grid's contents displayed. |
Edit |
Click this button to
display the selected workflow's details on the Corrective Action
form where you can edit them. |
Copy
Selected Child |
Click this button to
create a copy of the child workflow. PM Compass displays the new
record after it creates a copy.
You must have already saved the association
of the child workflow to the parent before you can create a copy
of the child. |
Associate |
Click this button to
create an association between the current parent record and a
child workflow. You can use this button when you created a child
workflow independently or when you disassociated it from a different
parent.
To complete the association, you must save
the parent.
When you click the Association
button, PM Compass displays the Workflow
Search dialog box where you can select one or more child workflows
to associate with the parent. This dialog box displays the workflows
that meet all of the following criteria:
Have a relationship setting of
Workflow can be a child You have permission to access the
workflow Not a child of another parent Not already associated with the
current parent Are active
The dialog box displays workflows that meet
these criteria even if they are already suspended or closed. |
Remove |
Click this button to
remove the selected child from the grid and disassociate it from
the parent. This does not delete the child workflow but it does
make the child available to associate with other parents. |
Grid Columns
Field
Name |
Description |
Workflow
ID |
This column displays
the IDs of the child workflows that are associated with the parent
you currently have selected. |
Workflow
Title |
This column displays
the associated child workflows title as a hyperlink that you can
click to display the child details. |
Description |
This column displays
the description of the child workflows that are associated with
the parent you currently have selected.
Click  in the
field to display the Text Viewer dialog box where you can view
the workflow full description. The description is read-only. |
Due
Date |
This column displays
the due dates of the child workflows associated with the parent
you have selected. |
Closed
Date |
If the workflow is
closed, this column displays the closed dates of the child workflows
associated with the parent you select. |
Assignee |
This column displays
the list of users who have current assignments on the child workflow. |
What do you want to do?
Navigate between parent and child
workflows
View parent
workflows
Add
a Corrective Action
View location
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