Workflow Transactions

When a Workflow request is created and processed the system automatically creates Transaction records to reflect this. The Transactions for a request can be viewed within the Workflow record.

Navigate to: Workflow, open a Workflow record

Each Action or Step that is processed for the Workflow request will create an appropriate Transaction record, these records will be created when:

• Workflow request is created
• Action / Step is Granted by Approver
• Action / Step is Granted by Admin
• Action / Step is Rejected by Approver
• Action / Step is Rejected by Admin
• Workflow Route is altered
• Approver / Group is removed
• New Approver is assigned
• Action Notification is sent
• Step/ Action/ Workflow is complete

Each Transaction will detail the day and time the Action / Step was processed, and will also display any notes that were entered when the action took place.

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