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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.

Main Panel#

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 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.

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.

Main Panel#

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.

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 #

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