3.10.2 Workflow Management – View

TThis topic provides the systematic instructions to corporate administrators todrill down into each workflow to view participating users and user groups.

To view the approval workflow for corporate users:

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

    Figure 3-56 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 3-34 Workflow Management – View- Field Description

    Field Name Description
    View  
    Workflow Code Workflow code is displayed.
    Workflow Description Workflow description is displayed.
    Workflow Type The type of workflow i.e. whether it is for approval or release.
    Approval Details  
    Approval Level User / user group maintained at each approval level.
    User / User Group 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.

    Release Details  
    User / User Group Displays the user or a user group maintained to release the transaction.
  4. Perform one of the following actions:
    • Click Edit to edit the workflow.

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

    • Click Save to save the maintenance, and redirect to the review page.
    • Click Next to proceed to the next logical step.
    • Click Submit to submit the steps performed so far for approval.
    • Click Retain Draft to save the details entered as draft.
    • Click Cancel to cancel the transaction.