Request Follow-up 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:
|
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 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 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 |
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 |
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.
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.
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.
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, or
- By the process manager or supervisor if Allow process managers and supervisors to delete requests has been enabled in the Configuration Panel.
Last modified 1yr ago