Workflow Report

Workflow Manager 2019

The Workflow Report contains detailed information about a workflow request’s progress, including its history and SLA (Service Level Agreement) status. You can open a Workflow Report for a workflow request by clicking the View Workflow Report link in the Action menu of its Workflow Request page. It opens in a new browser window.

Workflow Report

As well as general information about the workflow request, the Workflow Report also contains other information (related to history of the workflow request, a summary of the data entered in data entry steps, and so on). All these additional sections are initially collapsed, but can be expanded by clicking the + icon next to their heading. You can expand all of the sections at once by clicking the Expand All button at the top of the page, at which point its text changes to Collapse All. Click this button again to collapse all the fields.

The following details are shown on the Workflow Report:

Workflow Report Details
Report Section	Field	Description
General Information	Requesting Company	The name of the company submitting the request.
	Project Name	The name of the project this workflow request is associated with.
	Project ID	A unique identifier for the project.
	Workflow	The name of the workflow request.
	Iteration Count	The number of times steps in this workflow have been repeated. Every time the workflow is rolled back, this count increments by 1.
	Start Date	The date this workflow request was first submitted.
	Due Date	The date that this workflow request needs to be completed in order to remain SLA (Service Level Agreement) compliant.
	Risk Date	The date when this workflow request will be considered to be at risk of not meeting its SLA due date.
	End Date	The date the workflow request was completed (blank if still active).
	Elapsed Time	The amount of time elapsed since this workflow request was submitted. If the request is complete, the elapsed time shows the total time from the start date to the end date. The value in this field takes into account the length of a work day specified for this project, whether weekends and holidays were excluded, and if the SLA clock was stopped. Note • For more information, see Stopping and Restarting the SLA Clock.
	Account Entered Time	The total time spent completing a workflow step, as entered on the Step Validation dialogs.
	SLA Time	The total elapsed SLA time.
General Information Continued	Workflow Status Summary	The type of the currently active phase for the workflow request.
	SLA Compliance	The status of the request. One of: On Time, At Risk, Late, Completed On Time, or Completed Late.
	Business Hours Per Day	The length of a standard business day, used to calculated the elapsed time for SLA calculations.
Workflow Phase Summary	This sections contains a grid listing all the phases in the workflow request. The grid has the following fields:
	Workflow Phase	The name of the of the workflow phase.
	% Complete	How far through this workflow phase the workflow request is. This field (and those following) are blank unless the workflow phase is currently in progress, or has been completed.
	Start Date	The date this phase was started.
	End Date	The date this phase was completed (blank if it is not yet completed.
	Elapsed Time	How long the phase has been active, or the time taken to complete the phase if it is already completed.
	SLA Time	The total elapsed SLA time.
	Account Entered Time	The time taken to complete this phase, as entered on the Step Validation dialogs.
Workflow Steps Summary	This section contains a grid listing all the steps in this workflow request. The grid has the following fields:
	Workflow Phase	The name of the of the workflow phase that the workflow step belongs to.
	Workflow Step	The name of the workflow step.
	End Date	The date this step was completed (blank if it is not yet completed.
	Elapsed Time	How long the step has been active, or the time taken to complete the step if it is already completed.
	SLA Time	The total elapsed SLA time.
	Account Entered Time	The time taken to complete this step, as entered on a Step Validation dialog.
Workflow Metadata	This section contains one grid for each of the data groups in this workflow, and lists each data element in the group, along with the value supplied for the data element by the people completing the workflow. Each grid has the following fields:
	Data Element	The name of the data element.
	Data Value	The value entered in the data element.
Workflow History	This section contains a grid listing the activities that have occurred for each workflow phase. An entry is added to this table each time a data collection step is submitted and when a workflow step is completed. Rollback information is also listed in additional grids in this section. If the value of a data element changes, the old and new values are also shown in this grid. The grids in this section contain the following fields:
	Workflow Phase	The name of the workflow phase.
	Workflow Step	The name of the workflow step.
	Activity	The activity that took place.
	Old Value	If the value of a data element was changed during this activity, the original value of that element.
	New Value	If the value of a data element was changed during this activity, the new value of that element.
Issues	This section contains two grids, an Issue Summary grid, summarizing the total number of issues submitted for this workflow request, and an Issue Details grid, showing more detailed information about each of the raised issues. This Issue Summary grid has the following fields:
	Issue type	The type of issue raised (E-mail, Knowledge Base or Critical).
	Total Issues	The number of issues raised of the specified type.
	Total Closed Issues	The number of issues of this type which were resolved.
	Total Open Issues	The number of issues of this type which are still open.
	Total Time Spent on Closed Issues	The total time spent resolving closed issues.
	The Issue Details grid has the following fields:
	Issue title	A short description of the issue.
	Issue Status	The current state of the issue (New, Responded, or Closed).
	Issue type	The type of issue (Knowledge Base, E-mail or Critical).
	Created By	The person who raised the issue.
	Owner	The person responsible for resolving the issue.
	Issue due date	The date the person raising the issue wanted it resolved by.
	Closed Date	The date the issue was resolved (blank if still active).
	Closed By	The person who resolved the issue.
	Elapsed Time	The amount of time taken to resolve the issue.
	Phase	The workflow phase active when this issue was closed.
	Step	The workflow step active when this issue was closed.

Saving and Printing the Workflow Report

Use the Print button at the top of the page to print the Workflow Report.

Alternatively, you can save the Workflow Report in .mht format by clicking the Save button at the top of the window. The Save Webpage dialog box should open. Enter a name and choose a file location for the report, then click OK.

If you are using Internet Explorer, the ActiveX settings of your browser may prevent you from saving the Workflow Report, and a message similar to the following will be displayed instead of the Save Webpage dialog:

Internet Explorer has blocked this site from using an ActiveX control in an unsafe manner. As a result, this page may not display correctly.

If you receive this error message, perform the following steps to adjust your browser’s ActiveX settings:

To adjust ActiveX browser settings in Internet Explorer:

In Internet Explorer, select Internet Options on the Tools menu. The Internet Options dialog box opens.

Select the Security tab.

In the Select a zone to view or change security settings area, select Local intranet.

In the Security level for this zone area, click Custom Level. The Security Settings dialog box opens.

Scroll down to the section named Initialize and script ActiveX controls not marked as safe, and select Prompt.

Click OK to close the Security Settings dialog box and click OK to confirm the change.

Click OK to close the Internet Options dialog box.

Quit Internet Explorer and restart it.

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Workflow Report

Workflow Manager 2019 Help Library

August 2019