Summary

The Work Flow Audit report is used to display a filtered list of work flows and work flow steps in order to see which users or roles approved or denied the included work flows.

Step by Step

1     Open the Work Flow Audit report window (SS> Work Flow> Work Flow Audit).

2     Configure the report.

• The Process field is used to limit the report to the work flows associated with a single batch process.
  • In order for a process to display in this field, a work flow template must have already been created for that batch process work flow.
  • Work flow templates are created and maintained on the Work Flow Template (SS> Work Flow> Work Flow Templates).
• The Status field is used to filter the report by the status associated with the included work flows.
• The Approver Type and Approver fields are used to filter the report by the role or user that approved or denied the work flow.
  • Your selection in the Approver Type field will determine which selection window is launched when the Approver field search button   is clicked.
  • Roles are created and maintained on the Role Maintenance window (SS> Security> Role).
  • Users are created and maintained on the User Maintenance window (SS> Security> User).
• The Object field label will automatically update based on the process selected above. Once updated, the field search button will launch the appropriate selection window.
  • For example, if PO Purchase Orders is selected in the Process field, the Object field label will update to PO Number and the field search button will launch the Purchase Orders Selection window. This allows you to filter the report by the entity associated with selected process.
• The Sort Order field is used to specify how the report should be sorted.
  • Select Object if the report should be sorted by the entity selected in the Object field above. For example, if the Object field label reads PO Purchase Orders, selecting Object in this field will sort the report by purchase order number.
  • Select Work Flow Description to sort the report by the description attached to the work flow.
• The History Date From and History Date To fields are used to filter the report by the date that the work flow was processed.
• Check the Include voids toggle to include voided work flows in the report.
• Check the Page break by process toggle to organize the generated report by work flow process.
• Check the Page break by work flow toggle to display each included work flow on a single page.
• The report will display the Process, Work Flow Status, Author, user the work flow is Assigned To and Batch Number for each work flow in the report. Under each work flow the report will display the Step Number, History Date and Time, History Description, User Name, and any Notes included on the step.

3     Print the report.

• Once the required report settings have been specified, click the Print button   to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select PDF to print the report in the default Springbrook PDF format.
  • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button   will be displayed by default.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.