Request Follow-up Form

Request screen

Request form

Fields
Remarks
Parent request
Link that goes back to the parent request follow-up form (only available for sub-requests)
Manager access statement
Statement displayed in orange when the user is process manager or process supervisor; if displayed, all process data are visible
Profile
Links that toggle between User view and Manager access view (if the user has supervisor rights to the request)
Status
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
Graphical follow-up
Link displaying the graphical follow-up of the request (only available for allowed participants)
Refresh
Link to update the page; this is useful when the process has some actions completed in background mode
Help
Link that displays the help window for the process containing text, a link, and an email address for support
Requested by
Name of the requester
Started
Request launch date
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)
Associated data
List of data related to the request that have been defined as visible by the process designer
Time limit
Request deadline (if applicable)
Comments panel
Click the Comment link or the left arrow located at the top right corner of the screen to open a slide-out panel that displays the list of comments on the request and lets you leave new comments

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
    Click the action icon to display the action follow-up form
    Click the action name to launch the action
By default, clicking the action name launches the action, but you can configure WorkflowGen in order to change this behavior and display the action follow-up 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
Link displaying the help window for the action containing text, a link, and an email address for support

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

A slide-out panel on the right allows the participants of the request to post free-form comments. Users can:
    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.
All comments on a request are displayed on the User Portal home page and are read-only. To add a comment, return to the request’s follow-up form.

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 is in test mode
    By a user if the first open action is assigned to them
    By a WorkflowGen Administrator
    By the process manager or supervisor if Allow process managers and supervisors to delete requests has been enabled in the Administration Module
Last modified 1yr ago