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.
Reference RibbonReference Ribbon
Gives reference back to the transaction in question after the transition.
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Transaction Code, Transaction Department, Unit, and ID - Indicates the transaction being tracked.
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Date Submitted - Indicates when the transaction was submitted.
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Submitter - Indicates who submitted the transaction.
Approval FlowApproval Flow
Gives a pictorial if each serial and sequential
workflow.
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Seq
No - Indicates the routing sequence of the approvals. Multiple
routings with identical sequence numbers indicate parallel routings.
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Approval
Status – Indicates the status of the selected approval.
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Approved
By - The User ID sent the item directly or the Approval
Role.
Approval GridApproval Grid
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Approval Rule ID – Indicates
the associated approval rule.
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Approval Level - The approval
level of the action.
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Assignment Date – The date the
selected approval was assigned.
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Initial Assignee Name – The
User ID or the Approval Role originally assigned.
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Approval Status – Indicates
the status of the selected approval.
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Status After / Before – With
each record in the grid the status before and after are recorded
to track items such as Pending, Approved, Rejected.
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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.
Approval LogApproval Log
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Event Date – The date the approval,
rejection, or other action occurred
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User ID - The identification
of the user that took the approval, rejection or other action.
