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

View location

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