Workflow status

Workflow: Status

To check the status of a published workflow;

1. Open the Workflow module.
2. Click the workflow and click the button with three dots …
3. Click Status

In the table, you get an overview of the budgets in the workflow, assignee, budget parameters* and the following statuses:

• New: The user has not started on the budget.
• In progress: The user has started to work on the budget.
• To review (only visible if the workflow has an assigned reviewer): The budget is awaiting approval from the reviewer.
• To approve (only visible if the workflow has an assigned approver): The budget is awaiting approval from the selected approver.
• Completed: Finished budgets are listed here.

* Pre-assignment: If the workflow administrator has selected the Let user decide option for the budget parameters, the budget will have status as Pre-assignment in the New column.

Filter on status, budget template or users

You can use the Filters pane to filter on Status, Template, and User:

1. If not already open, open the Filters pane.
2. Under Status, Template and User, use the checkboxes as filters.