Track Work in Progress

While monitoring a transaction you created, submitted or have a general interest in seeing processed to final, the Transaction Catalog will tell you if the transaction is still Pending. However, you can open the transaction and choose the Track Work In Progress link in the transaction level actions menu to open the Track Work in Progress (TWIP) page to view the approvals process for a pending transaction (or even a final transaction). The page lists each approval routing in sequence. The Visual Flowchart view allows you to quickly determine the status of transactions during the workflow process. The visual flowchart also provides further details related to the workflow process as displayed in the Log grid at the bottom of the page, such as, the Event Date, User ID, Approval Level, Status Before, and Status After. You can view this information by selecting on any of the Approval Level boxes in the flowchart.

The page will not show any activity for a transaction that has not yet entered workflow or did not encounter any workflow. Once defined below, a field is not repeated when it appears again.

Gives reference back to the transaction in question after the transition.

Transaction Department, Unit, and ID - Indicates the transaction being tracked.
Date Submitted - Indicates when the transaction was submitted.
Submitter - Indicates who submitted the transaction.

Gives a pictorial if each serial and sequential workflow.

Seq No - Indicates the routing sequence of the approvals. Multiple routings with identical sequence numbers indicate parallel routings.
Approval Status – Indicates the status of the selected approval.
Approved By - The User ID sent the item directly or the Approval Role.

Approval Rule ID – Indicates the associated approval rule.
Approval Level - The approval level of the action.
Assignment Date – The date the selected approval was assigned.
Initial Assignee Name – The User ID or the Approval Role originally assigned.
Approval Status – Indicates the status of the selected approval.
Status After / Before – With each record in the grid the status before and after are recorded to track items such as Pending, Approved, Rejected.
Current Assignee Name – Each record in the grid not yet approved displays any user that has taken the task out of an approval role or was reassigned the task by a workflow administrator.

Event Date – The date the approval, rejection, or other action occurred
User ID - The identification of the user that took the approval, rejection or other action.