Viewing Workflow History
Via the Server workspaceManagement Center you can view a document's most recent workflow history so you can keep track of workflow events as they occur.
- Navigate to the document cover page.
The document cover page for uPerform content is located in the Translations area of the binder.
- Click the drop-down arrow to the right of the action button.
- Click Show Workflow History on the left menu.
- Review the following information:
Click on the column headings to sort the workflow history. Click the up and down arrow beside the column heading to sort by ascending and descending order.
The version number for the document in workflow.
The name of the uPerform user who owns the document.
The last time the document was modified.
The name of the uPerform user who last modified the document.
The following values are available: Approved, Rejected, and In Process
Displays approved/rejected status for the document.
If the document has been approved by one or more reviewers during workflow, the approvers are listed.
If the document is still within an active workflow, the next approver in the sequence is displayed.
Workflow Start Date
The date the workflow began.
Workflow End Date
The date the workflow ended.
When a new version of a document is checked in, the version number will be incremented and a new entry will display in the workflow history. Workflow history information will be cleared out if a new version of a document is checked in, or is automatically globalized when a definition is updated. Refer to Adding And Updating Terms And Definitions in the companion manual Managing Content for more information.
Viewing Workflow Status
You can generate a workflow status report within the ServerManagement Center to display a detailed report of the document workflows assigned to a project. Refer to Using Reports in the companion manual Managing Content for more information.
You can also view workflow status on the project page. The Under Review project status includes content that is currently in a workflow, including Info Pak documents. Refer to Viewing the Project Status in the companion manual Managing Content for more information.