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Viewing Flow Activities

You can view a summary of the activities for all the completed stages and steps in an open flow while the flow is still displayed in the Contract, Company, or Project Profile screen. The Flow Activities window provides key information, including the name of each step, its description, the dates on which the step was opened and completed, and the name of the person who completed the step, along with any notes they provided for the flow step.

  You can also view a summary of flow activities from the Workflows browse screen by selecting the Flows tab.

Flow activities are viewed from a Contract Profile, Company Profile, or Project Profile.

  Although the Contract Profile is used in the example below, the same steps also apply to viewing flow activities in a Company Profile and Project Profile.

A

Flow Options icon

Click on the icon to display a menu with two display options for the flow: Show Activity Grid and Show Flow Diagram.

Note: There is also an Invalidate Flow option to remove the flow from the profile, and a Manage Flow Documents option to link company, contract, and global documents to the flow.

B

Show Activity Grid option

Select to display the Flow Activities window. The window can be resized and moved onscreen.

Flows16

C

Flow steps

View the disposition of each step in the Outcome column (i.e., Complete, Skip, Approve, or Decline), as well as the person responsible for each step, as indicated in the Completed By column. Additional information for the flow step is also available, including its description, any notes provided for the step, the date and time the step was started and ended, and the duration of time between the completion of subsequent steps.

D

Column display

If you want to change the fields that are displayed, click on the arrow icon to the right of any column to display the Sort/Column menu. Click on Columns to display a list of available fields, and then select the fields you want displayed by clicking in the check box to the left of the field.

E

Close icon

Click on the icon to close the Flow Activities window and return to the Profile screen.