You can view the workflow details and status in any step.
To view the workflow details
- Click a job in the workflow in the Tasks section.
This displays the View Revision Copy of Job Description screen:
2. Click the following icon in the workflow ribbon:
Or
Click Workflow, and select Workflow Details.
This displays the workflow details of the job:
This screen contains the following components:
- Action Buttons – Approve, Save the step
- Toolbar – Compare (workflow revisions), Comments (add, view)
- Top Panel – View the workflow details of the job
- Participant Panel – View stakeholder review and participant details
- Participant Buttons – Add and replace participants
- More Menu – Restart (the workflow), Go to Step (navigate to the step), Delete Workflow (delete workflow)
3. Click the Top Panel.
This displays the workflow details of the job:
4. Click x to close the screen.
5. Click the outer panel of the Participant Panel.
This displays the Stakeholder Review screen:
6. Click x to close the screen.
7. Click the inner panel of the Participant Workflow panel.
This displays the participant details screen as follows:
8. Click x to close the screen.
9. Click the following Participant Buttons:
- Add participant with same role – To add another participant in the step with the same role
- Replace participant – To replace an existing participant
- Add participant – To add another participant with any role
For further details, refer to the article, “Adding Participants in the Workflow"
10. Click x to close the screen.
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