Work Assignment Listing Page

Workflow Manager 6.5

The Work Assignment Listing page returns a list of workflow requests associated with your company or those companies which you administer. Open this page by clicking the Assign Work link in the Actions menu on the administrator Home page.

Use this page to drill through to the Assignment Details page for a specific workflow request, where you may assign a person to each role able to complete the workflow’s tasks. See Assigning People to Workflow Requests for more information.

Use the Filter Assignments List to change what information is displayed on the Work Assignment Listing page. If the field is blank, all workflow requests are shown. The following options are available:

Hide Completed Workflows—Lists only those workflow requests which are still in progress
Data Entry Phase—Lists only those workflow requests which are in the initial data collection step, visible when first submitting the request
Work Phase—Lists only those workflow requests which are in a standard work phase
Consumer Acceptance Phase—Lists only those workflow requests which only require consumer approval to be completed
Last Phase—Lists only those workflow requests where the consumer project has been completed, but the requests include a final administrative phase
Workflow Complete—Lists only those workflow requests which are completed
Merging Workflow Steps—Lists only those workflow requests which are in a phase that implements conditional branching.

The Work Assignment Listing page contains the following workflow details.

Work Assignment Listing Page Properties 

Property

Description

Workflow Number

A unique identifier for the workflow, consisting of a workflow request prefix (WF by default) and an integer.

Workflow Name

A short description of the workflow request.

Status

An indication of the assignment status for the request. Possible values are Yes (all tasks are assigned to people), Partial (some tasks are assigned to people) or No (no tasks are assigned to people).

Company Name

The company that the person who submitted this request belongs to.

Project Name

The name of the project this workflow is associated with.

Workflow Family

The category that this workflow request belongs to.

Status Summary

The status of the workflow, one of:

Workflow Complete
Data Entry Phase
Last Phase
Merging Workflow Steps
Work Phase

Workflow Phase

The name of the workflow request’s active workflow phase.

Workflow Step

The name of the workflow request’s active workflow step.

Upload Date

The date the workflow request was submitted.

This quick links area of this page also provides you with the following convenient hyperlinks:

Work Assignment Listing Page Quick Links 

Option

Description

Search Workflow Requests

Displays the Workflow Search page, allowing you to perform an advanced search to locate a specific request. See Searching for Workflow Requests for more information.

View Work Assignments by Account

Opens the Working Queue View page, which lists workflow requests assigned to at least one account. See Working Queue View Page for more information.

See Also