SS> Work Flow> Work Flow Audit
Summary
The Work Flow Audit report is used to display a filtered list of work flows and work flow steps in order to see which users or roles approved or denied the included work flows.
Related Links
Click here for information on Work Flow Templates.
Step by Step
1 Open the Work Flow Audit report window (SS> Work Flow> Work Flow Audit).
2 Configure the report. 
- The Process field is used to limit the report to the work flows associated with a single batch process.
- In order for a process to display in this field, a work flow template must have already been created for that batch process work flow.
- Work flow templates are created and maintained on the Work Flow Template (SS> Work Flow> Work Flow Templates). Click here for information on Work Flow Templates.
- The Status field is used to filter the report by the status associated with the included work flows.
- The Approver Type and Approver fields are used to filter the report by the role or user that approved or denied the work flow.
- Your selection in the Approver Type field will determine which selection window is launched when the Approver field label is clicked.
- Roles are created and maintained on the Role Maintenance window (SS> Security> Role). Click here for information on Role Maintenance.
- Users are created and maintained on the User Maintenance window (SS> Security> User). Click here for information on User Maintenance.
- The Object field label will automatically update based on the process selected above. Once updated, the field label will be an active link label that launches the appropriate selection window.
- For example, if PO Purchase Orders is selected in the Process field, the Object field label will update to PO Number and when clicked will launch the Purchase Orders Selection window. This allows you to filter the report by the entity associated with selected process.
- The Sort Order field is used to specify how the report should be sorted.
- Select Object if the report should be sorted by the entity selected in the Object field above. For example, if the Object field label reads PO Purchase Orders, selecting Object in this field will sort the report by purchase order number.
- Select Work Flow Description to sort the report by the description attached to the work flow.
- The History Date From and History Date To fields are used to filter the report by the date that the work flow was processed.
- Check the Include voids toggle to include voided work flows in the report.
- Check the Page break by process toggle to organize the generated report by work flow process.
- Check the Page break by work flow toggle to display each included work flow on a single page.
- The report will display the Process, Work Flow Status, Author, user the work flow is Assigned To and Batch Number for each work flow in the report. Under each work flow the report will display the Step Number, History Date and Time, History Description, User Name and any Notes included on the step.
3 Print the report.
- Click the Print icon
to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time.
You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). Click here for information on the Jobs Viewer window.- Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
- Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
- Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
- Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report). Click here for information on the View Reports window.