AX2750

Tracking workflow progression

You can track workflow progression by using the Workflow Manager, or by using a report. In reports, you can return workflow information by using an Axiom query, or by using the GetWorkflowInfo function.

Workflow Manager

In the Workflow Manager, you can see "at a glance" where each plan file is in the workflow.

• Using the Stage Number / Stage Name and Due Date columns, you can see which stage each plan file is in, and whether it is past due.
• The Owner column displays the current stage owner. This column displays the actual user or role that results from the owner assignment in the stage settings. For example, if the owner assignment is set to "Plan File Creator" in the stage settings, the user name of the user who created the file is listed here.

You can sort, filter, and group the list using standard Axiom grid functionality. For example, you may want to sort the list by due date to see if any plan files are past due, or group the list by stage number so that you can quickly see how many plan files are in each stage.

Only the following users can access the Workflow Manager dialog:

• System administrators
• Users with the Administer Workflow security permission
• Users who have been assigned as a stage administrator

Stage administrators can only view workflows for which they are a stage administrator, and they can only view plan files that meet their file group filter in Security.

If other users need to view workflow progression, you can use a report.

Reporting on workflow information

You can include workflow information in reports by using the GetWorkflowInfo function, and/or by using an Axiom query against the system workflow tables.

The easiest way to do this is to use the Report Wizard to create a workflow status report. The wizard will automatically create a report for your selected workflow. The report uses a mix of Axiom queries and GetWorkflowInfo functions. You can modify the report as desired after it is created.