Workflow

Register items can be associated with workflow, for decision making and control purposes. In the following example we are viewing a register item that is linked to a workflow.

• Open the register item you wish to view. In the following example we are viewing “Increase Budget”:

The “Edit Record” pane will open:

• Click the following icon to open the workflow:

You can view the workflow that a register item is associated with by clicking on the workflow item.  In the below example it is “Change Request”.

This will open the workflow diagram.

The current step of the workflow is signified by the yellow box. 

• To view the workflow history, click on the status.

This will display the workflow history which shows the audit trail for the workflow associated with the register item.