All users associated with a project request workflow have the capability to view its status. This topic describes the following:
Overview of the Project and Document Workflows portlet
Project workflow status information is contained in the Project and Document Workflows portlet on a dashboard. This portlet displays information about which Requested Projects are:
- Submitted
- In Review
- Approved
- Rejected
It also gives the following information:
- Request Name
- Initiator
- Date Initiated
- Stage Name
- Status
Note: You can be associated with a workflow as an initiator, reviewer, owner, or through OBS access privileges.
Review the Status of a Project Workflow
This section describes the following:
- Displaying the Project and Document Workflows portlet
- Selecting the Request Name
- Workflow Status Form description
- Viewing the workgroup dedicated to the workflow
Displaying the Project and Document Workflows portlet
Do the following if the Project and Document Workflows portlet does not display:
- Click Customize at the top of the dashboard.
- In the Workflow section (use the
icon to expand the section if necessary) mark the checkbox next to Project and Document Workflows.
- Use the
icon to expand the Project and Document Workflows section, and mark the appropriate boxes to tell the system what to display.
- On a dashboard, scroll to the Project and Document Workflows portlet.
- Use the
icon to expand the appropriate section.
- Click the Request Name to display the Workflow Status Form.
Workflow Status Form Description
On the workflow Status Form, each stage is represented by a labeled green square. Mouse over a square to view details about the reviewers for a stage.
- A checkmark indicates that a stage has been approved by all reviewers.
- An X indicates that the request was rejected.
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 depend on your role in the process (initiator, reviewer, owner, or user with access privileges).
Viewing the workgroup dedicated to the workflow
Click Collaborate on the workflow Status Form to view the workgroup dedicated to the workflow. This workgroup is a customized workspace that enables everyone associated with the workflow to communicate and share relevant information.