Etrieve Content - Workflow Monitor

What is Workflow Monitor?

Workflow Monitor in Etrieve Central is an administrative tool provided by Softdocs to review active packages, move packages within the workflow, and re-assign packages. Application Administrators need to enable this functionality for specific users for it to be available.

 

Where can I find it?

The Workflow Monitor can be found in the Etrieve Central Settings, as a new tile displayed as Monitoring, under the Flow drop down.

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How can I use it?

Open the Workflow Monitor window by clicking the tile shown above. You will be presented with a search bar, which can be filtered by the following parameters:

  • Package
  • User/Group/Role
  • Workflow
  • Submission Date
  • Package Item

Most forms use have useful information in the package name such as name, vandalnumber, form name, department, etc., so searching by Package is a good place to start. In the example shown below, "Skye" was used to find a package related to this person, but searching by "HR", "Performance Evaluation", or Vandal number (Not shown) would also work.

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If you select a package, details about the Package will be displayed including:

  • Name
  • Status
  • Workflow
  • Description
  • Current Step
  • Time at Step
  • Time in Workflow
  • Workflow Started
  • Package Started
  • Assigned To
  • Error Messages
  • Locked By
  • Actor Filter

as shown below.

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