Workflows Tab

Header/Label/Icon	Description
The Workflow header row shows the following:
Workflow Name	It displays the name of the Workflow.
Workflow Status	It displays the status of the Workflow (In Progress, Completed, or Cancelled).
Workflow Owner	Shows the owner of the Workflow
Initiated By & Date	It displays the Initiator of the Workflow and the date of initiation.
Time Allowed	It displays the number of days the Workflow is expected to be finished.
Deadline	The Workflow deadline date.
Workflow Comment Info icon	When hovered, displays the comments entered by the Owner, Initiator, and the one who set the Outcome.
When expanded, the additional information shows each activity within the Workflow:
Activity Name	The name of the Workflow Activity
Outcome	The Activity outcome that has been set by the Activity Owner.
Remarks	The added remarks by the one who sets the Outcome.
Owner of the Activity	The Owner of the Activity and anyone included for Info on the Activity.
Outcome	The Activity outcome it has been set already.
Who sets the Outcome	The Owner of the Activity who sets the Outcome.
Outcome Date	The date the outcome has been set by the owner.
Actioned By	The Individual who sets the Outcome of the Activity.
Activity Comment	Any comment entered by the Owner when setting the Outcome. This is viewed when the blue info icon beside the Activity Owner is clicked.
Actioned Date	It displays the date when the Activity has been Actioned.
Activity Deadline Date	It displays the Activity Due date.

Initiate Workflows Page

Initiating workflow is commonly performed against the document; on the other hand, User can use the 'Initiate Workflow' (IWF) menu (please refer to the link provided for further information on that process).

When on a Document, Initiating a Workflow can be accessed either from the Details Tab or the Workflow Tab. Upon selecting either of these two ways, the application will take the User to Initiate Workflow page.

Field/Button	Description
Show Workflow button	It displays the table list and the information of the whole Workflow.
Send button	This is clicked to proceed on initiating the Workflow.
Workflow Type	The Workflow that is to be initiated.
Document	Displays the Document and some Document information (Subject, Originator & Date) wherein the Workflow is to be initiated.
Attachments	File/attached to the document the Workflow is to be initiated against. This can be downloaded.
Workflow Comment	Free text field to enter the Workflow comments.
Owner	Default set as the Initiator but editable.
Deadline	Defaulted with the Workflow deadline date depending on the days configured against the Workflow.
To	Defaulted with Role or individual(s) as configured in the Workflow set-up; the person assigned to this Role will be the first Activity Owner of the Workflow.
Cc	Other User(s) included as For Info on the Activity. Default For Info can be selected in the Workflow set-up.
Subject	A disabled field for reference only showing the Next Activity Description.
Next Activity Comment	Text field wherein User can add comments and notes for the next Owner reference. This will be captured and saved on the Comments tab of the document.

How Do I?

How Do I Initiate the Workflow against a Document?

There are two ways the User can Initiate the Workflow against a Document; note that either way, the same Initiate Workflow screen will be opened:
1. Select the Workflow icon on the Action Bar from the Details Tab

2. Select the Initiate Workflow in the Workflow Tab

1. Go to Workflow Tab and click + Initiate Workflow
2. Select the Workflow Type - When selecting a Workflow, the drop-down items are displayed in a way where all Register specific Workflows are shown first -> then followed by Global or non-Register specific Workflows. Register specific and Global Workflows are separated by a grey row with the label ‘Global’.
3. Enter the Workflow Comment.
4. If other than the defaulted Owner on the field, select Contacts from the list.
5. Assign the Next Activity owner on the To field; in the above sample, To defaults with 'Role'. The To field was configured in the Workflow with default = Role.
6. Enter Comment for the next Activity Owner reference, after initiating, this will be displayed in the Comments Tab.
7. Proceed on initiating the workflow to the next Activity Owner, click Send. When there are several Contacts under the same Role, and the Workflow Activity is not allowed to set multiple Owners, the above Contact selector dialog will be presented. Click the 'Set As Owner' for the Contact selected as the Workflow Activity Owner.
8. A prompt message will display. Click OK.
9. Workflows can be viewed on the Workflow tab of the document.
10. The Next Activity Owner will then receive a notification email. The Next Activity Owner can click the Document No hyperlink on the notification email or login to Scenario Enterprise and view and Action the Workflows either on Today’s Status, My InBox MI - My InBoxor Action Workflow (AWF) menu - which will be discussed in separate topics as provided on the links.