View Step Details

  1. Navigate to the Manage area, Participants page.
  1. Click on the participant of interest from the participant table on the page.
  1. Expand the workflow by clicking the + next to Workflow.

2017-02-07 13_34_56-POPULATION NAME

  1. The expanded workflow view lists all the steps of that workflow that the participant has been through thus far and their associated status category indicating which step the participant is currently on. By default, the first step of the workflow will be the selected step.

2017-02-07 09_31_23-POPULATION NAME

  1. Select a step from the list to display the Details for that step. Step Details include the following:
  • Name: The name of the step, typically shown in bold font.
  • Status code: An icon and status code text to represent the status category and the specific code currently in use.
  • Percent Complete: The percent complete the step is based on the number of required tasks that are complete out of the total number of required tasks.
  • Number of completed tasks: A fraction representing the number of required tasks complete out of the total number of required tasks.
  • Open Date: The date and time that the step opened.
  • Close Date: The date and time that the step closed.
  • Required Tasks: A list of the required tasks added for the participant. This list includes the current status of the task and a details link to open the task details page.
  • Optional Tasks: A list of the optional tasks added for the participant. This list includes the current status of the task and a details link to open the task details page.