Use this form to identify the approver of an Explanation of Variance and the other current and past workflow assignments, and to view the history records.
Click this button to display information about completed assignments and details on whether an Explanation of Variance is suspended, resumed, or cancelled. The Workflow History dialog box displays.
This grid contains all users and their responsibilities that approved the Explanation of Variance. Click a column header to change the sorting order.
Option |
Description |
Approvals |
Click the drop-down arrow to display the following options:
|
Field Name |
Description |
Responsibility |
Use this column to view the label of the user field used for the workflow step. Examples are Created By, Control Account Manager, Project Controls Analyst, and Project Manager. If the Explanation of Variance is assigned manually or is assigned to the originator, this column is blank. |
Approver |
Use this column to view the name of the approver. |
Date |
Use this column to view the date the Explanation of Variance was approved. |
This grid lists existing assignment actions. It can help you determine who is delaying the completion of the Explanation of Variance. This grid remains empty until you save an Explanation of Variance and start the workflow steps. The table then displays a row for each assignment on the step.
You can opt either to display the current step's assignment or both the current and past steps' assignments. Viewing the past assignments provides you with information about actions already taken on the Explanation of Variance.
Click a column header to change the sorting order.
Option |
Description |
Assignments |
This drop-down arrow allows you to display the following options:
|
Show Past Assignments/Hide Past Assignments |
You can opt either to display the current step's assignment or both the current and past steps' assignments. Viewing the past assignments provide you with information about actions already taken. |
Field Name |
Description |
Step |
Use this column to view the step number assigned to the assignment. Additional information about each step can be found in the Workflow Steps tab of the Workflow Type Configuration. |
Description |
Use this column to view the main goal for the step in the Workflow Steps grid. |
Action Required |
Use this column to view the positive action option for the step (for example, Approve, Submit, and so on) or the field is blank if the action has been completed, the Explanation of Variance is suspended or closed. |
Responsibility |
Use this column to view the role of the user who participated in completing the workflow step. Examples are Created By, Control Account Manager, Project Controls Analyst, and Project Manager. If the Explanation of Variance is assigned manually or is assigned to the originator, this column is blank. |
Name |
Use this column to view the name of the person with the responsibility. |
Delegate |
Select this check box if the name displayed is that of a delegate for an original assignee. Do not select this check box if the assignee is both an original assignee on the step and another assignee's delegate. |
Due Date |
Use this column to view the due date for the assignment. |
Step Start Date |
Use this column to view the date when the step started. This is usually when notifications are sent to the user so that they know there is an action they need to perform. |
Action Taken Date |
Use this column to view the date when the user took action on the step that changed the step state. |
Action Taken |
Use this column to view the action taken that changed the step state. |
Comments |
Use this column to view the comment entered for an assignment. Click the hyperlink to open the text viewer dialog box. |