Pending work items

A new form ‘Pending work items’, similar to the ‘Work items assigned to me’ is created for this feature, but will be more of a generic form where all the workflows from each and every module will be visible to the workflow admin.

A new security role ‘Workflow Admin’ is created to manage this functionality. A workflow admin role will be able to access to the new and able to take actions against the pending workflows. Pending work items form is available at following path:

System administration > Workflow > projects360 > Pending work items.

The fields available on this form are as follows:

Fields Description
ID Shows the cumulative information of the records which helps in tracking back to the details.
Document type This field shows the workflow types.
Subject This field shows the work item subject entered for the workflow.
Assigned to Shows the user to whom the record currently assigned to.
Assigned to name Shows name of the assigned to user.
Due date time Shows Due date and time of the workflow.
Created date and time Shows Created date and time of the workflow.
Submitted by Shows user who submitted the record.
Submitter name Shows name of the user who submitter the record.
Association Show the legal entity associated with the selected record.

The buttons available on this form are as follows:

Buttons Description
Open Allows to open details of the selected record in the respective module. To open the records, the logged in user has should have sufficient access.
Reassign You can reassign the selected records to another or concerned approvers.
Workflow This button will be available only if the logged user is designated for any of the workflow action like approve, reject, delegate or recall.
Send reminder mail You can send reminder mail to the submitter on the work item.

Global project Administration Workspace

A new tile called ‘Pending work items’ has been added on the global project administration workspace. This tile shows the count of work items in pending status. Clicking on the tile will open the Pending work items form and from there actions can be taken for the stuck workflows.

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