The Process History tab captures every detail of every action taken on a process. It also captures who viewed a process instance and when workflow overrides were completed. These details are especially important for cost and approval related actions. In addition, these records can also be exported and printed from this page.
To access the Process History page
- Go to the Process Details page.
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Click the Show History link located on the Process Instance page.
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On the Routing History page, click the History tab.
View Process History Field Descriptions
Below are descriptions of the fields and buttons located on this page.
Toolbar Buttons
- Show Workflow: Click to view the workflow diagram. The current step will be highlighted.
- Cancel: Click this button to cancel the current action and close out of this page.
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Export to Excel® icon: Click to export the steps and/ or data history table to an Excel spreadsheet.
Details
- Name: The name of the process.
- Status: The current status of the process.
History
This section lists step details for all the steps that the process has gone through up until now.
- Name: Displays the name of the person that took action on the step. Any access delegated will also be shown on the step.
- Company: Displays the company name associated with the person that took action on the step.
- Time Step: Displays the date and time the action was taken.
- Step Name: Displays the name of the step the action was taken on.
- Access :Displays the method in which the step was accessed.
- Description: Displays a description of the action taken.