Workflow

It is possible through this menu to perform quick and efficient searches of workflows started in the system. It is important to point out logged user will be able to see workflow data or perform other operations, depending on the permissions granted to him in the process security. Refer to the specific documentation of the SE Process component for further details on process security controls.

	Click on this button to view the workflow data screen selected from the list of records.
	Click on this button to view the flowchart of the workflow selected in the list of records.
	Click on this button to analyze the search result through the OLAP analysis tool. In addition to the analyses in this menu (Instance, Activity and History), the visions created in this menu that were saved with the "Display in the menu where the vision was created" option checked will also be displayed.
	Click on this button to issue a report. Click on the arrow next to this button to verify the report options available for the menu in question. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, or searching for the parameters that may be used in the configuration of new reports.
	Click on this button to download the attachments of the workflow selected on the main screen. If several instances are selected, a .zip file will be downloaded separately for each workflow selected in the list of records.
	Click on this button to change the main screen layout to three quadrants. When this option is selected, the details of the workflow selected in the list of records are displayed in one of the quadrants.
	Click on this button to edit the layout of main screen for two quadrants.

Use the search filters described below to retrieve the desired record(s) through specific information. To use them, go to the Search filters panel and click on the

button to add advanced filters.

Use this filter to select the attribute that will be displayed in the view result. The attribute will be displayed as a column in the list of the search, allowing its value to appear in line with the workflow.

To do this, click on the Add attribute in the result button and select the attribute associated with workflow activity that you wish to search. To use more than one attribute in this search, just repeat this procedure.

Use the fields in this filter to find records through information about the execution of workflow instances. It is possible to find workflows through the status of the instance execution (progress, suspended, canceled, etc.), status attributed to workflow activities and execution deadline (on time or delayed). It is also possible to find the workflows through the ID # or title of the instance, department or name of the starter or requester, or even through the period in which the workflow instance was started and/or closed.

Use this filter to find the workflows that have a determined form. It is also possible to filter a search through a value filled in the form.

To do this, click on the Add field button and select the form associated with workflow activity that you wish to search. After that, select the specific form field, the operator and a value for it. In order to use more than one form field in this search, repeat the procedure described previously.

Use this filter to find the workflows that have a determined attribute. It is also possible to filter a search through a value filled in the attribute.

To do this, click on the Add attribute button and select the attribute associated with workflow activity that you wish to search. Then select the operator and a value for the same. To use more than one attribute in this view, just repeat this procedure.

Use the fields in this filter to find workflows that have a particular association. In the Associated object field, it is possible to select the object that is associated with the workflow that you wish to search: Asset, Control, Document, Incident, Supply, Object, Occurrence, Action plan, Problem, Process, Product, Project, Risk or Workflow. In the Associated record field, enter the name of the object that was associated with the workflow you wish to search. In the case of Supply, Object and Product objects, the system will display fields that allow searching the workflows through the number of these objects and/or information about the traceability of the object, such as serial number, batch, characteristics etc.

Use the fields in this filter to locate the workflows through information from the associated survey in the workflow process. It is possible to find workflows through the ID # or the name of the associated survey; user or team responsible for the survey; status of the survey execution (answer or closure step); period during which the survey was executed; user, department or position of the respondent; or via the email of the guest respondent.