14.1.2.2 Admin Workflow Management – View

This topic describes the systematic instruction to Admin Workflow Management – View option.

Further drill down is given on the each workflow to view the details of the users/ user groups who are the part of workflow.

To view the approval workflow for corporate users:

  1. In the Admin Workflow Management screen, enter the search parameters and click Search.
    The Admin Workflow Management screen with search results appears based on the searched criteria.
  2. Click the Work Flow code link, to view details of the selected Approval Workflow.
    The Workflow Management - View screen appears.

    Figure 14-5 Workflow Management – View



    Note:

    The fields which are marked as Required are mandatory.

    For more information on fields, refer to the field description table.

    Table 14-3 Field Description

    Field Name Description
    View Information specified in below fields are related to View.
    Workflow Code Workflow code is displayed.
    Workflow Description Workflow description is displayed.
    Approval Details Information specified in below fields are related to Approval Details.
    Approval Level User / user group maintained at each approval level. There can be up to five levels of approval levels.
    User Name / User Groups User or a user group maintained at each level of approval.

    On Approval -Workflow screen, Admin User can click on the Name of the user group that is part of the workflow to see the list of users which are part of that Group

    User can search specific user name, by using the search window on Group Details overlay.

  3. Perform anyone of the following actions:
    • Click Edit to edit the workflow.

      The Workflow Management - Edit screen with values in editable form appears.

    • Click Cancel to cancel the operation and navigate back to Dashboard.
    • Click Back to navigate to the previous screen.