Via the Server workspace you can view a document's most recent workflow history so you can keep track of workflow events as they occur. Events you can track include:
- Modified Date
- Modified By
- Workflow Status
- Approval Setting
- Approved by
- Next Approver
- Workflow Start Date
- Workflow End Date
Viewing the Workflow History
- Navigate to the document cover page.
The document cover page for uPerform content is located in the Translations area of the binder.
- Click Show Workflow History on the left menu.
- Review the following information:
The version number for the document in workflow.
The name of the uPerform user who owns the document.
The last time the document was modified.
The name of the uPerform user who last modified the document.
The following values are available: Approved, Rejected, and In Process
Displays approved/rejected status for the document.
If the document has been approved by one or more reviewers during workflow, the approvers are listed.
If the document is still within an active workflow, the next approver in the sequence is displayed.
Workflow Start Date
The date the workflow began.
Workflow End Date
The date the workflow ended.
When a new version of a document is checked in, the version number will be incremented and a new entry will display in the workflow history. Workflow history information will be cleared out if a new version of a document is checked in, or is automatically globalized when a definition is updated.