Workflow and Auditing Overview

A workflow is a process that is used to track the progress of a report and its report objects toward completion. The workflow defines what needs to be done at each point in the approval process. You have permission to view and work with report objects that are associated with your assigned workflow state.

You can also advance or reject a report object through all the statuses configured for that report object or section. A user can only advance the current status to the next status in the approval chain, or reject and revert a report object to its previous status.

Audit Trail

CDM has an Audit Trail feature that records every submission to the database, along with the user name and date of submission. It can be used to view all status changes to report objects in the report.