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Workflow Status Form

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The Workflow Status Form displays a graphical representation of the current status of a project request and shows the latest information recorded for all data fields related to your role in the workflow: Initiator, Reviewer, Project Owner, or an individual with viewing access privileges.

All information on the Workflow Status Form is read-only.

Note: If the workflow includes documents, you can open a document and make changes or save the document file to your desktop and make changes, but the revised version cannot be saved within the workflow.

This topic describes the following:

Graphical Workflow

Each stage of a workflow is represented by a green square and is labeled with the stage name. Stages that have been approved are identified by a checkmark. A rejected stage displays an X.

To view detailed information about the reviewers for a stage, mouse over the corresponding square. The following details display, regardless of your role in the workflow

To view the workgroup dedicated to the workflow, click Collaborate. This workgroup is a customized workspace that enables everyone associated with the workflow to communicate and share relevant information.

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Data Fields

Regardless of your role in the request, all data field values displayed in the Workflow Status Form represent the latest information recorded for the project request. The specific data fields you can view are role-dependent.

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