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View the workflow history

You can view the history of a dossier item in the workflow. This will give you insight into the completion time of the dossier item and allows you to see who currently has the dossier item in the workflow.

To view the workflow history:

  1. Open Profit.
  2. Go to: CRM / Dossier / Dossier.
  3. Open the properties of the dossier item..
  4. Go to the tab: Workflow history.

    You see the history of the dossier item in the workflow.

Directly to

  1. Workflow
  2. Prepare a workflow
  3. Build a workflow
  4. Maintain a workflow
  5. Configure a workflow for use in InSite or OutSite
  6. Document with workflow
  7. Configure an alert for starting a workflow
  8. Collective clearing of For info tasks
  9. View the workflow history

Process

Workflow