{"title":"Workflow status","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/workflow/status/","link":"/onestopreporting/budgeting/workflow/status/","description":"Use the status overview to monitor progress and filter budget tasks effectively.","content":"\u003ch2 id=\"workflow-status\" class=\"group\"\u003eWorkflow: Status\u003ca class=\"prose-heading-self-link\" href=\"#workflow-status\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003cp\u003eTo check the status of a \u003cem\u003epublished\u003c/em\u003e workflow;\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eOpen the \u003cstrong\u003eWorkflow\u003c/strong\u003e module.\u003c/li\u003e\n\u003cli\u003eClick the workflow and click the button with three dots \u003cstrong\u003e\u0026hellip;\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eStatus\u003c/strong\u003e\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003eIn the table, you get an overview of the budgets in the workflow, assignee, budget parameters* and the following statuses:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eNew:\u003c/strong\u003e The user has not started on the budget.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eIn progress:\u003c/strong\u003e The user has started to work on the budget.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eTo review\u003c/strong\u003e (only visible if the workflow has an assigned reviewer): The budget is awaiting approval from the reviewer.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eTo approve\u003c/strong\u003e (only visible if the workflow has an assigned approver): The budget is awaiting approval from the selected approver.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eCompleted:\u003c/strong\u003e Finished budgets are listed here.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/budgeting/workflow/status/img/en/wf-1024x409.png\"\u003e\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003e* Pre-assignment\u003c/strong\u003e: If the workflow administrator has selected the \u003cstrong\u003eLet user decide\u003c/strong\u003e option for the budget parameters, the budget will have status as \u003cimg src=\"/onestopreporting/budgeting/workflow/status/img/en/word-image-16.png\"\u003e \u003cstrong\u003ePre-assignment\u003c/strong\u003e in the \u003cstrong\u003eNew\u003c/strong\u003e column.\u003c/p\u003e\n\u003ch3 id=\"filter-on-status-budget-template-or-users\" class=\"group\"\u003eFilter on status, budget template or users\u003ca class=\"prose-heading-self-link\" href=\"#filter-on-status-budget-template-or-users\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h3\u003e\n\u003cp\u003eYou can use the \u003cstrong\u003eFilters\u003c/strong\u003e pane to filter on \u003cstrong\u003eStatus\u003c/strong\u003e, \u003cstrong\u003eTemplate\u003c/strong\u003e, and \u003cstrong\u003eUser:\u003c/strong\u003e\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eIf not already open, open the \u003cimg src=\"/onestopreporting/budgeting/workflow/status/img/en/word-image-17.png\"\u003e \u003cstrong\u003eFilters\u003c/strong\u003e pane.\u003c/li\u003e\n\u003cli\u003eUnder \u003cstrong\u003eStatus\u003c/strong\u003e, \u003cstrong\u003eTemplate\u003c/strong\u003e and \u003cstrong\u003eUser\u003c/strong\u003e, use the checkboxes as filters.\u003c/li\u003e\n\u003c/ol\u003e\n","children":[]}