View workflow history

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This article describes the steps to view the status of a document that you submitted to the workflow system for processing and approval. The demo data company used to create this procedure is USMF.

1. Go to Navigation pane > Modules > Common > Inquiries > Workflow > Workflow history.
   • Use this form to view the status of a document that you submitted to the workflow system for processing and approval.
   • The Instance ID is the identification code of the workflow instance that is processing, or has processed the document.
   • The Status is the workflow status of the document.
   • The Workflow ID is the identification code of the workflow that is processing, or has processed the document.
   • The Document is the identification code of the document.
   • The Document type is the type of document that you submitted for processing.
   • The Workflow is the name of the workflow that is processing, or has processed the document.
   • The Version is the version number of the workflow that is processing, or has processed the document.
   • The Created date and time is the date and time that you submitted the document.
   • The Elapsed time is the time that passed since you submitted the document.
   • The Resume button allows you to resume the workflow process for the selected document.
   • The Recall button allows you to recall the selected document so that it isn't processed.
2. In the list, select the link in the desired row.
   • Make sure the Work items section is expanded. In this section, you can view the work items that are associated with the selected document. For example, a task might need to be completed, or the document might need to be approved.
   • The Reassign button opens a dialog box where you can reassign a work item to another user.
   • Make sure the Tracking details section is expanded. In this section, you can view the workflow history of the selected document.