View workflow history

This article describes the steps to view the status of a document that was 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 was 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 was 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 the document was submitted.
   • The Elapsed time is the time that has passed since the document was submitted.
   • 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 is not 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 may have to be completed, or the document may have to be approved.
   • The Reassign button will open 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.