Etrieve Content - Workflow Monitor

Summary

Explanation of the Workflow Monitor in Etrieve Content.

Body

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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Package Actions
 
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