Using the Overview Page

The Overview page has two views available via the View drop down menu.

You can access this page from any location where the Workflow name is a link, such as My Workflows page or Workflow Search Results.

The view defaults to Workflow Overview. This view displays the status of a Workflow.  

Note

This page includes many links. The mouse pointer changes to a pointing finger when it rolls over a link or toggle button.

Workflow Overview View

• Top of Page

  The top left of the page displays the name of the Workflow. The top right indicates the Status.

  • Green: In Progress

  • Dark Gray: Waiting

  • Purple: On Hold

  • Blue: Completed

  • Red: In Error

  • Light Blue: Cancelled

  Depending on the Status, the indicator provides drop down menu options for changing the status. See Starting/Pausing/Resuming/Cancelling a Workflow.

• Gray Banner

  The right side provides buttons for:

  • Viewing the Dates Hierarchy . 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 and adding notes . See Viewing/Adding Notes.

  • Opening the Layout Page . See Layout Page.

  • Viewing Workflow details . See Workflow Details.

  • Navigating to the Overview for the Parent Workflow (if you're currently on a Subworkflow) .

  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)

• Status Information

  This section provides the task-related status information as applicable.

  More

  Tasks Complete n of n	Number of completed Tasks. This button displays the Task Search results page listing all the Tasks in the Workflow. The link opens the Task Search results page listing all Tasks in the current Workflow.
  Percent complete	Percentage of Tasks completed.
  Excluded	Percentage of Tasks excluded due to decision points within the Workflow. The link opens the Task Search results page listing all Excluded Tasks in the current Workflow.
  Completed	Percentage of Tasks completed. The link opens the Task Search results page listing all Tasks with a status of Completed for the current Workflow.
  In Progress	Percentage of Tasks currently in progress. The link opens the Task Search results page listing all Tasks with a status of In Progress for the current Workflow.
  Waiting	Percentage of Tasks currently waiting to start. The link opens the Task Search results page listing all Tasks with a status of Waiting for the current Workflow.
  In Error	Percentage of Tasks currently in error. The link opens the Task Search results page listing all Tasks with a status of In Error for the current Workflow.
  messages	Messages pertinent to the workflow. Tasks in error There are no task(s) that are in error There are n task(s) that are in error Tasks overdue There are no task(s) that are overdue There are n task(s) that are overdue Workflow on schedule This workflow is on schedule to be completed This workflow is not on schedule to be completed

• Upcoming Tasks

  This section indicates the number of Tasks that will be due within the following time periods: 4 hours, 8 hours, 12 hours, 24 hours, 7 days, and 14 days.

• Activity

  This section provides a history of:

  • Workflow status changes

  • Notes added

  Clicking an item listed in this section displays Activity details.

  Show Picture

  

• Participants

  This section lists the tasks in this Workflow by participant. Each row indicates:

  • User Name of the Participant

  • Total number of Tasks in the Workflow assigned to the participant

  • Number of Tasks in the Workflow assigned to the participant with a status of:

    • In Progress

    • Completed

    • Waiting

    • In Error

    • Cancelled

  Clicking a link in any one of these columns' link opens the Task Search results page listing all Tasks, within the Workflow assigned to the Participant (for Total) or all Tasks that have the applicable status. From the Search Results you can navigate to the details for a selected Task, or the Overview for a selected Workflow.

Workflow Tasks View

When you select the Workflow Tasks view, initially only In Progress and In Error tasks for the workflow instance are listed. An informational message is displayed to indicate this, and a link is provided to Show All Tasks.

When you choose to show all tasks, the link changes to Show Current Tasks to let you return to the initial (In Progress and In Error) tasks view.

You can select the Workflow task view to be your favorite by clicking the heart icon next to the view selector. This changes the detault from Workflow Overview to Workflow Tasks. This uses the browser’s local storage and will retain the preference within a machine/browser for each user.

Sub workflows

When the workflow instance being viewed is the root, the full hierarchy will be displayed, showing the tasks under each child workflow instance. Note that when there are no tasks In Progress or In Error for the root or a child workflow instance, the workflow will be displayed with the text: No matching tasks found for this workflow.

The hierarchy can only be viewed from the root. If you select the Workflow Tasks view from any child workflow instance, only that child workflow instance’s tasks will be displayed. A partial hierarchy will not be displayed from a child workflow.