1. Data Management
  2. Data Entry Workflow
  3. Activities

Monitor data entry workflows
Application task

You can monitor the currently existing data entry workflows. For each workflow, the status, created tasks, and entered data are logged.

You can monitor these sets of data entry workflows:

  • All data entry workflows.
  • Data entry workflows that are in progress.
  • Data entry workflows that are started by you.
  • Completed data entry workflows.


Standard procedure

1. Click Data entry workflow management.
2.

You can monitor data entry workflows on these tabs:

  • All workflows
  • In progress workflows
  • Workflows started by me
  • Completed workflows
  Click the desired tab.
3. In the list, click the link of the desired workflow.
4. Sub-task: View task history.
  4.1 For each task, you can view the task history.
  In the Tracking details list section, in the list, find and select the desired task.
  4.2 Click History.
  4.3 Close the page.
5. Sub-task: View applicable entered data for a task.
  5.1 For each task, you can view the entered data that is applicable to the task.
  In the Tracking details list section, in the list, find and select the desired task.
  5.2 Click Field values.
  5.3 Close the page.
6. Sub-task: Audit data changes done for a task.
  6.1 You can track and review the history of data changes.
  In the Tracking details list section, in the list, find and select the desired task.
  6.2

For a task, you can review, for each applicable field:

  • The value before (old) and after (new) the task was done.
  • When the data change was made.
  • Who made the data change.
  • The approval status.
  Click Field values audit log.
 

Note: You can export the field values audit log to Microsoft Excel.
  6.3 Close the page.
7. Close the page.
Related to Notes

Monitor and troubleshoot workflows

 		 

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