Viewing Workflow History

Any user with access to the project can open a deliverable or activity and view the history of the workflow. Events are logged as the workflow progresses through its defined steps.

To review workflow history:

1. Display the project and select the Stages page to display all deliverables and activities in the stage.

You can also access all deliverables assigned to you across multiple projects using the All My Work page available on the Workspace menu.

2. Click the name of the deliverable or activity that contains the workflow.
3. In the Contents tree, click the workflow to display its details.
4. Review the history in the History section.

Click Detail to view the details of an event listed in the history.

Workflow details can also be accessed directly from the Stages page by displaying the Has Workflow column, and clicking to link directly to the workflow details.

Notes:    Report on workflow history using the RVP_WorkflowHistory reporting view. Workflow history can also be included in a PDF created from an automated workflow step. See Adding Workflow History to Excel Templates for more information. Collaborative Workflow is an optional Accolade component that you may not have access to. To implement this solution, contact Sopheon Customer Support.