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Using the Layout Page

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The Workflow layout view can be accessed from the Overview page or from any expanded Workflow list. Click the layout link. UG template for Help

The layout view includes the name of the Workflow, its status, its coordinator, and a flowchart of the Workflow. The status of each Step is represented by its color. Click Show Legend for the list.  

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Viewing Tasks in a Step

To see Tasks associated with a Step, select the Step in the layout. The Tasks are listed below the layout.

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You can use the Task Name link to display the associated Task Details page.

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The right side provides buttons for:

  • Viewing the Dates Hierarchy UG template for Help. This page lets you keep track of key dates associated with a root workflow and all of the associated subworkflows. See Workflow Dates Hierarchy.

  • Viewing notes UG template for Help and adding notes UG template for Help. See Viewing/Adding Notes.

  • Viewing Workflow details UG template for Help. See Workflow Details.

  • Navigating to the layout for the Parent Workflow (if you're currently on a Subworkflow) UG template for Help.

    The left side of the gray banner just below Workflow name provides pertinent Workflow information. Some of the fields let you toggle the presentation for the field. (More)

Workflows with many Steps may not be displayed completely when you first open the layout. You have the following options when viewing the layout:

To see more Steps of the Workflow on the layout, you can click and drag anywhere on the layout area, or use the pan tool.

PanTool

To zoom in and out, use the scroll wheel on your mouse or the zoom bar on the diagram.

ZoomTool

To make the layout taller or shorter, click and drag the double bar at the bottom of the layout when the cursor is a double arrow.

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