Question:

How to identify who is assigned a Workflow Task in Vault PromoMats and Medical?

Answer:

Workflow task participants can be viewed by checking the Active Workflow or Timeline View.

From the Active Workflow view:

1. Navigate to the document.
2. Click on the Show Active Workflow button.
   
   
   
   
3. The Active Workflow view lists each Participant, Task Type, and Completion Status.
   
   
   
   
   
4. The Completion Status displays Completed when the user finishes the assigned task. If the task is not completed, Open or a task due date will appear under the Completion Status.
   
   

From the Timeline View:

1. Navigate to the document.
2. Click on the Timeline View icon on the Doc Info pane.                      
   
   
   
   
3. The Timeline View provides details for all previous workflow in a document.
   
   
   
   
4. Expand the appropriate workflow.
   
   
   
   
5. The completion timestamp will show under their name when the participant completes the assigned task. If the task is incomplete, the due date or nothing will be displayed under the participant's name.
   
   

Related Documentation:

Vault Help:

• Managing Active Legacy Workflows
• Using Document Timeline View