Assignments By Account Page

Workflow Manager 2020

The View Assignments By Account page, accessible to workflow administrators, returns a list of all workflow assignments which are currently in progress. Open this page by selecting View Assignments by Account on the Workflows tab of the navigation bar.

Use this page to drill through to the Workflow Request page for a specific workflow request, where you may update the request as you complete your assigned tasks. See Completing Workflow Requests for more information.

Assignments Page

The Assignments page contains the following workflow details.

Assignments Page Options 

Option	Description
Role Name	The name of the role through which you are assigned to the workflow request.
Workflow Name	The name of a workflow request to which you are assigned.
Due Date	The date that the workflow request is due to be completed.
Workflow Phase	The name of the workflow request’s active workflow phase.
Workflow Step	The name of the workflow request’s active workflow step.
Status	The status of the workflow, one of: • Data Entry Phase—The workflow is in its initial submission phase. • Request Approved—The workflow request has been approved by an administrator. • Work Phase—The workflow is in progress, and is up to a standard phase, with no restrictions. • Consumer Acceptance Phase—The workflow is awaiting the consumer’s approval, before it is marked as complete. • Last Phase—The workflow request is in its final administrative phase.