View Routing History

Users have the ability to view the routing history for the process steps that they have access to. The routing history of a process step includes the actors that have taken action on each step of the process thus far. You can view the action taken and the date and time stamp when it was completed. The age of the step and current status is also available.

To view routing history

  1. Click the Processes tab located at the top of the page.
  2. Choose a project from the All Projects menu.

    3. The Project Processes page is displayed.

  3. Filter for the process whose details you want to view.
  4. Click the process number or subject of the process you want to access.

    5. The Process instance page is displayed.

  5. Click the Show History link located directly below the process document title.

Routing History Page Field Descriptions

The fields and buttons located on this page are:

  • 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.
  • Export to MS Excel iconExport to Excel® icon: Click to export the steps and/ or data history table to an Excel spreadsheet.
  • Name: The name of the process.
  • Status :The current status of the process.

This section lists step details for all the steps that the process has gone through up until now.

  • Step Name: Click the step name to view step-specific routing history. A separate window opens that includes an Actors tab, which offers additional information about the actors involved in the step, the actions they've taken and whether or not they've accepted or declined the step. From here, click the Show Full History button to return to the previous page.
  • Actor: This field lists the actor in the step. If multiple actors exists on the step, click on the Current Actors link to view all actors and the actions they took.

    • The word (removed) appears next to actors that have been removed from the role, project, or account.

  • Due Date: The step due date.
  • Completed: The date and time the step was completed.
  • Age(d): The amount of days this step has been in progress.
  • Status: The current status of the step.
  • Data Fields: Displays the changes performed on the fields, including the old and new values, the user who performed the edit, or the user who performed the edit on behalf of another user (access delegation).
  • Comments: Displays comments added by users, including those entered on behalf of the user through e-Builder's access delegation feature. Also includes actions taken in the process as well as attached documents.