View Workflow Details

  1. Navigate to the Manage area, Participants page.
  1. Click on the participant of interest from the participant table on the page.

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  1. Select the Campaigns tab (which is chosen by default).
  1. Toggle between the available campaigns using the Campaign drop down and view a list of workflows in those campaigns that the participant is enrolled in.
  1. The list of workflows is filterable by workflow name and the user can search for workflows with the quick search bar. Each workflow in the list represents a collapsible/expandable section of the page. In the collapsed view of a workflow the user can see the following:

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  • Name: The name of the workflow.
  • Description: The description of the workflow.
  • Status code: Status code of the workflow.
  • Percent Complete:  The percent complete of the workflow, based on the completed steps contained within the workflow.
  • Open date:  The date the workflow was initiated for the participant.
  • Close date: The date the workflow closed for the participant.