Workflow: is a list of Activities that needs to be done on a specific Object.
Template: is a saved Workflow which can be inserted when needed on an Object.
Objects: can be units, portfolios, contacts and work orders files.
In order to see the current status of a Workflow
- Go to Workflow zone
- Make sure you are in the workflow sub-zone
- Enter the criteria of the workflow you are looking for and click search.
- Workflow name: is the combination of reference number of the object and template name, or the name you defined.
- Status column: will tell you the status of activities attached with the workflow. When all Activities related to that Workflow are closed, the status will become complete. If any are still open, the status is Incomplete.
To see the status of the individual Activities, you can click on any Workflow in the grid. It will open the related Object and you can see at which stage the process is currently. You will need to change the status filter to ‘All’ to see the dependent activities.