This page (revision-7) was last changed on 26-Nov-2021 10:22 by mmcfarland

This page was created on 26-Nov-2021 10:22 by mmcfarland

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Version Date Modified Size Author Changes ... Change note
7 26-Nov-2021 10:22 1 KB mmcfarland to previous
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5 26-Nov-2021 10:22 1 KB mmcfarland to previous | to last
4 26-Nov-2021 10:22 1 KB mmcfarland to previous | to last
3 26-Nov-2021 10:22 2 KB mmcfarland to previous | to last
2 26-Nov-2021 10:22 2 KB mmcfarland to previous | to last
1 26-Nov-2021 10:22 2 KB mmcfarland to last

Page References

Incoming links Outgoing links
BWTD and BWTDM
BWTD and BWTDM

Version management

Difference between version and

At line 1 changed 2 lines
!!!Outstanding WorkFlow Events (BWTD) - formerly 'Bottleneck Report'
The purpose of this panel is to alert Administrators to unfinished and/or overdue Workflow remaining for all Users. \\
!!!Outstanding WorkFlow Events (BWTD/BWTDM) - formerly 'Bottleneck Report'
The purpose of this panel is to alert Administrators/Managers to unfinished and/or overdue Workflow. \\ \\
There are two versions of this panel; one for managers (BWTDM) and one for administrators (BWTD). They function identically. The manager version is restricted to the employees that report to the user. The administrator version will see all employees (subject to IMSV security). \\ \\ Example: Can be used to restrict by Department. \\
At line 4 removed 2 lines
!Main Panel
||Description|Table - list of outstanding Workflow tasks for any User, due within 60 days of current date. \\ \\Lists all outstanding Workflow and Approvals tasks. \\ \\Allows sort by any column. Example: sort by the User or Date by clicking on the column heading.\\ \\Allows columns order to be re-arranged; mouse over the column headings to see the icon appear to move columns. \\ \\Allows drill-into to form required for completion, where a user has access to the employee and the specific form called from the Workflow Action. \\
At line 7 removed 6 lines
__Note__: Users can drill into the item to complete it, however, the table will not update/refresh simply by completing an edit (task does not 'complete'), unless completion criteria is outlined in the Workflow Action. The table is controlled by Action Status on the Workflow log (IMWA). If it does not change to 'completed', the item will continue to show on the list. \\ \\
!!!Outstanding WorkFlow for User (BWTDM)
This Panel displays the outstanding Workflow for the specific user signed in. \\
At line 14 changed one line
||Description|Table - list of outstanding Workflow tasks. \\ \\Lists all outstanding Workflow tasks. \\ \\Allows sort by any column. Example: sort by the User or Date by clicking on the column heading.\\ \\Allows columns order to be re-arranged (not applicable when included in a Static Dashboard); mouse over the column headings to see the icon appear to move columns. \\ \\Allows drill-into to form required for completion, where a user has access to the employee and the specific form called from the Workflow Action. \\
||Description|Table. List of outstanding Workflow tasks, due within 60 days of current date. \\ \\Lists all outstanding Workflow and Approvals tasks. \\ \\Allows sort by any column. Example: Sort by the user or date by clicking on the column heading.\\ \\Allows column order to be re-arranged. Mouse over the column headings to see the icon appear to move columns. \\ \\Allows drill-into the form required for completion, subject to IMSV security. Example: The user must have access to the employee and the specific form called from the Workflow Action. \\ \\__Note__: Users can drill into the item to complete it, however, the table will not update/refresh simply by completing an edit (task does not 'complete'), unless completion criteria is outlined in the Workflow Action. \\ \\The table is controlled by Action Status on the Define Workflow Actions (IMWA) form. If it is not updated to 'completed', the item will continue to show on the list. \\ \\
At line 17 changed 2 lines
__Note__: Users can drill into the item to complete it, however, the table will not update/refresh simply by completing an edit (task does not 'complete'), unless completion criteria is outlined in the Workflow Action. The table is controlled by Action Status on the Workflow log (IMWA). If it does not change to 'completed', the item will continue to show on the list. \\ \\
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![Notes|Edit:Internal.BWTD and BWTDM]
[{InsertPage page='Internal.BWTD and BWTDM' default='Click to create a new notes page'}]
This page (revision-7) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop