Request Information Form

Request information form screen

User access view

Administrator access view

Request information

Fields

Remarks

Status label

Status of the request:

  • Open: The request has been launched

  • Closed – Completed: the request has ended as per the process workflow

  • Closed – Cancelled: The request has been cancelled

Parent request

Link that goes back to the parent request follow-up form (only available for sub-requests)

Refresh

Click to update the page; this is useful when the process has some actions completed in background mode

Help

Display the process help window, including a diagram of the workflow

Graphical follow-up

Display the graphical follow-up of the request (only available for allowed participants)

User access / Administrator access

Click to toggle between User access view and Administrator access view (if the user has supervisor rights to the request)

Cancel request

Cancel the request (only available in Administrator access view)

Delete request

Delete the request

Requested on

Request launch date and name of requester

Request data

List of request-associated data that have been defined as visible by the process designer

File icon

The following file extensions are displayed with a specific icon: PDF, FDF, DOC, XLS, PPT, HTML / HTM / XML, ZIP, TXT, BAT, SYS, Undefined (for other extensions)

Time limit

Request deadline (if applicable)

Comments panel

Action lists

Action lists include:

  • My actions to do

  • My team actions to do

  • List of actions to assign to a person

  • Other actions to be done by someone else

Columns

Remarks

Name

Action icon and action name

By default, clicking the action name launches the action, but WorkflowGen can be configured in order to change this behavior and display the action information form instead of launching the action.

Description

Action description

Assigned to

Name of the user to whom the action has been assigned

Time limit

Action deadline (if applicable)

Help

Display the action help window, including a diagram of the workflow

Action history

Columns

Remarks

Name

Action icon and action name; click to display the action follow-up form

Description

Action description

Completed by...

Name of the user to whom the action has been assigned

On the...

Date and time of the action completion

Comments panel

  • View, refresh, and sort the comments list by date posted or author in ascending or descending order

  • Post a new comment

  • Delete an existing comment of which they are the author or administrator/supervisor

  • Subscribe to the comments list RSS feeds

The associated users of each process participant can have read, read/write, or no permissions given to them by the process administrator.

WorkflowGen Administrators, process administrators, and supervisors have read/write permissions by default.

Comments displayed in the Dashboard comments panel are read-only. To add a comment, click the request number above a comment, which will open the request or action information form with the comments panel expanded.

Launching a request

A process can be launched if its status is active. Only process managers, process supervisors, and WorkflowGen administrators can launch processes in test mode, and they can only launch those for which they are requesters. A process cannot start if its definition is invalid. A process can be started by any user associated with the requester participant.

Cancelling a request

An ongoing request can be cancelled by the requester if no action assigned to another user is running, or if the user is the process manager, process supervisor, or a WorkflowGen Administrator.

Deleting a request

A request can only be deleted:

  • If it's in test mode,

  • By a user if the first open action is assigned to them,

  • By a WorkflowGen Administrator, or

  • By the process manager or supervisor if Allow process managers and supervisors to delete requests has been enabled in the Administration Module Configuration panel.

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