Workflow Reports

Lists the documents that have passed through a workflow or are currently in a workflow (even if not yet activated) for each Document Discipline. 

This includes:

Total Days Scheduled for review.

Total Days To-date - either the actual days taken to complete the review (for completed reviews) or (for incomplete but activated reviews) the days the document has been in review so far.

Total Days left which for completed reviews = 0, and for reviews in progress is the scheduled completion date less the system date in days.

The report also details the Scheduled and Actual Completion dates for each review.  The Scheduled completion date is based on the sum of the scheduled durations for each reviewer who has not yet completed the review (for serial reviews) or, the longest duration for any of the reviewers not yet finished (for parallel reviews).

As per Report 001 but sorted by Document Number rather than Discipline.

Lists the documents that have been allocated  for review, by Reviewer, and includes completed, in- progress, and awaiting activation workflows. 

Details include:

Total Days Scheduled for review (this is the scheduled days for the reviewer, not the total review period for the document).

Total Days To-date which is either the actual days to date since the reviewer was notified to commence their review (for incomplete reviews), or the actual days taken for the review (for completed reviews).  Again, this is for the reviewer themselves and not for the review process in total.

Total Days left which for completed reviews = 0, and for reviews in progress is the scheduled completion date less the system date in days.

The report also details the Scheduled and Actual Completion dates for each document regarding the review.  Once the workflow is activated, the schedule date is empty for reviewers who have not yet been notified.

As per report 010 but sorted by Document.  Hence for each document it lists the details of each reviewer as per Report 010 and is ideal for analyzing the status of a workflow for a document and when each reviewer completed their review (or not as the case may be).

Lists documents that have passed through a workflow or are currently in a workflow (even if not yet activated) and for each document details the text-based comments made by each reviewer.

Lists the release status of each document that is either in or has passed through the workflow process.  For each document the Review Coordinator is listed with the following information:

Total Days Scheduled for the release process (between completion of the review by all reviewers and the release).

Total Days To-date which is either the actual days to date since the review coordinator was notified that the reviewers had completed their reviews (for documents not released), or the actual days taken for the release process (for released documents).

Total Days left which for released documents = 0, and for documents in the process of being released is the scheduled the completion date less the system date in days.

The report also details the Scheduled and Actual Completion dates for each document regarding the release.

Finally, the Status is listed.

When running this, a number of useful filter options are available such as running the report only for documents where the release is due in the next X days.