Viewing previously completed workflows - Revision history

Admin: /* Step By Step Directions */

2019-05-27T21:53:45Z

‎Step By Step Directions

2019-05-27T21:51:15Z

‎Step By Step Directions

2017-05-31T17:20:33Z

2013-12-31T23:45:27Z

‎Related documents

2013-12-31T23:44:43Z

‎Step By Step Directions

2013-12-31T23:43:51Z

‎Step By Step Directions

2013-12-31T23:41:41Z

2013-12-09T00:09:38Z

2013-12-09T00:01:13Z

‎Step By Step Directions

2013-12-08T23:59:59Z

‎Step By Step Directions

@@ Line 21: / Line 21: @@
 |-
 |class="StepNum" | 4.
-|[[File:SelectDateWorkflow.png|300px|thumb|right|Fig. 3: Select workflow date from list.]] You can generate or email (to the email list designated in the workflow definition) a pdf view of the workflow summary. Any single step can also be generated or emailed as a pdf.
+|You can generate or email (to the email list designated in the workflow definition) a pdf view of the workflow summary. Any single step can also be generated or emailed as a pdf.
 |}

@@ Line 19: / Line 19: @@
 |class="StepNum" | 3.
 |[[File:SelectDateWorkflow.png|300px|thumb|right|Fig. 3: Select workflow date from list.]] To retrieve a workflow instance submitted on a specific date click the date field to get the compelete list of available workflow instances (Fig. 3).
 |}

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 {{Requirements|UserLevel=All users|Connectivity=Online}}
-This document describes how to view previously completed workflows in the InfoEx system.
+This document describes how to view previously completed workflows.
 ==Background==
-A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. Previously completed workflows are stored on the InfoEx server and may be retrieved for viewing when you have a live Internet connection.
+A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. Previously completed workflows are stored on the InfoEx server and may be retrieved for viewing when you are online.
 ==Step By Step Directions==

@@ Line 22: / Line 22: @@
 ==Related documents==
-*[[Workflow overview]]
+* [[Workflow overview]]
-*[[Executing a workflow instance]]
+* [[Executing a workflow instance]]
+* [[Viewing previously completed workflows]]
 ==Functionality tested by==
 * Dec. 31, 2013: Pascal Haegeli
 [[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]][[Category:Workflows]][[Category:Version 3.4.0]]

@@ Line 15: / Line 15: @@
 |class="StepNum" | 2.
 |[[File:ScrollPreviousWorkflow.png|300px|thumb|right|Fig. 2: Scroll available workflows.]] Scroll backwards and forwards through the available instances of the chosen workflow by selecting {{ButtonBlue|Previous}} and {{ButtonBlue | Next}} (Fig. 2).
-{{Note| if the {{ButtonGreyWhite|Previous}} or the {{ButtonGreyWhite|Next}} button is greyed out there are no further records in that direction.|NoteWithImage}}
+{{Note|If the {{ButtonGreyWhite|Previous}} or the {{ButtonGreyWhite|Next}} buttons are greyed out/disabled, there are no further records available in that direction.|NoteWithImage}}
 |-
 |class="StepNum" | 3.

@@ Line 11: / Line 11: @@
 |-
 |class="StepNum" | 1.
-|[[File:ViewPreviousWorkflow.png|300px|thumb|right|Fig. 1: Select 'View Historical' for the workflow you want to review.]] Under the main menu item WORKFLOWS, select the workflow you want to review and click on 'View Historical' (Fig. 1). A summary of the most recently submitted instance for the chosen workflow will automatically be loaded
+|[[File:ViewPreviousWorkflow.png|300px|thumb|right|Fig. 1: Select 'View Historical' for the workflow you want to review.]] Under the main menu item WORKFLOWS, select the workflow template you want to review and click on 'View Historical' (Fig. 1). A summary of the most recently submitted instance for the chosen workflow will automatically be loaded (Fig. 2).
 |-
 |class="StepNum" | 2.
@@ Line 18: / Line 18: @@
 |-
 |class="StepNum" | 3.
-|[[File:SelectDateWorkflow.png|300px|thumb|right|Fig. 3: Select workflow date from list.]] To retrieve a workflow submitted on a specific date click the date field to get the compelete list of available workflow instances (Fig. 3).
+|[[File:SelectDateWorkflow.png|300px|thumb|right|Fig. 3: Select workflow date from list.]] To retrieve a workflow instance submitted on a specific date click the date field to get the compelete list of available workflow instances (Fig. 3).
 |}
 ==Related documents==
 *[[Workflow overview]]

← Older revision		Revision as of 00:09, 9 December 2013
Line 21:		Line 21:
	\|[[File:SelectDateWorkflow.png\|300px\|thumb\|right\|Fig. 3: Select workflow date from list]]To retrieve a workflow submitted on a specific date click the date drop down icon on the right edge of the date box. (Fig. 3)		\|[[File:SelectDateWorkflow.png\|300px\|thumb\|right\|Fig. 3: Select workflow date from list]]To retrieve a workflow submitted on a specific date click the date drop down icon on the right edge of the date box. (Fig. 3)
	\|}		\|}
		+	==Related documents==
		+	*[[Starting a workflow instance]]
		+	*[[Workflow overview]]
		+
		+	==Functionality tested by==
		+	* Dec 8, 2013: John Kelly / Training / Version 3.1.0
		+	[[Category:Help Files]]
		+	[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]][[Category:Workflows]][[Category:Version 3.1.0]]

@@ Line 11: / Line 11: @@
 |-
 |class="StepNum" | 1.
-|[[File:ViewPreviousWorkflow|300px|thumb|right|Fig. 1: Select 'View Historical' for the workflow you want to review]] Under the main menu item 'Workflow' select the workflow you want to review. Two options are automatically available; select 'View Historical' (Fig. 1). A summary of the most recent workflow submitted to the infoex server will automatically be loaded
+|[[File:ViewPreviousWorkflow.png|300px|thumb|right|Fig. 1: Select 'View Historical' for the workflow you want to review]] Under the main menu item 'Workflow' select the workflow you want to review. Two options are automatically available; select 'View Historical' (Fig. 1). A summary of the most recent workflow submitted to the infoex server will automatically be loaded
 {{Note|Only workflows that were submitted to the infoEx server are available for retrieval. If you elected to {{ButtonBlue | Discard & Exit}} or {{ButtonBlue | Save & Exit}} on completion of the workflow it will not be stored on the infoex server, and cannot be retrieved.|NoteWithImage}}
 |-