Difference between revisions of "Viewing previously completed workflows"

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{{Requirements|UserLevel=All users|Connectivity=Online}}
 
{{Requirements|UserLevel=All users|Connectivity=Online}}
  
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This document describes how to view previously completed workflows in the infoex system.
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This document describes how to view previously completed workflows in the InfoEx system.
  
 
==Background==
 
==Background==
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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 as long as you are logged in to the infoEx application, have selected an operation (if you are enabled in more than one operation), and are connected online.
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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.
  
 
==Step By Step Directions==
 
==Step By Step Directions==
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|class="StepNum" | 1.
 
|class="StepNum" | 1.
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|[[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
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|[[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
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{{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}}
 
 
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|class="StepNum" | 2.
 
|class="StepNum" | 2.
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|[[File:ScrollPreviousWorkflow.png|300px|thumb|right|Fig. 2: Scroll available workflows]] Scroll backwards and forwards through the available workflows by selecting {{ButtonBlue|Previous}} and {{ButtonBlue | Next}} (Fig. 2).
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|[[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}} button is greyed out there are no further records in that direction.|NoteWithImage}}
 
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|class="StepNum" | 3.
 
|class="StepNum" | 3.
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|[[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)
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|[[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).
 
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==Related documents==
 
==Related documents==
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*[[Starting a workflow instance]]
 
 
*[[Workflow overview]]
 
*[[Workflow overview]]
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*[[Executing a workflow instance]]
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==Functionality tested by==
 
==Functionality tested by==
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* Dec 8, 2013: John Kelly / Training / Version 3.1.0
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* Dec. 31, 2013: Pascal Haegeli
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[[Category:Help Files]]
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[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]][[Category:Workflows]][[Category:Version 3.4.0]]
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[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]][[Category:Workflows]][[Category:Version 3.1.0]]
 

Revision as of 16:41, 31 December 2013

REQUIREMENTS
Permission All users
Connectivity Online

This document describes how to view previously completed workflows in the InfoEx system.

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.

Step By Step Directions

1.
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
2.
Fig. 2: Scroll available workflows.
Scroll backwards and forwards through the available instances of the chosen workflow by selecting Previous and Next (Fig. 2).
NOTE if the Previous or the Next button is greyed out there are no further records in that direction.
3.
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).

Related documents


Functionality tested by

  • Dec. 31, 2013: Pascal Haegeli
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