Workflow Dashboard

The workflow dashboard gives a high level overview of the all the active, completed, cancelled, overdue, and total workflows for all workflow templates in the system. This information is displayed in table and pie chart formats.

The workflow dashboard is only available in the Web Client. Users read-only and above roles can view the workflow dashboard.

To use the workflow dashboard

  1. In the Web Client, go to Administration Panel > Workflow Management > Dashboard.
  2. To select the date range to display select or enter a date in the From and To fields. By default, data from the last 3 months is shown.
  3. To determine which workflows are displayed in the pie chart, select one of the following options from the drop down list:
  • Active workflows
  • Completed workflows
  • Cancelled workflows
  • Overdue workflows
  • Total workflows
  1. Click Refresh to update the information.

Workflow dashboard