Workflow and Auditing
A workflow is a process that is used to track the progress of a report object towards completion. For users to track work with a report, section, or report object, a workflow must be associated with each. A report, section, or report object can be advanced through all the workflow states configured for it. With assigned permissions, you can advance the current state to the next state in the approval chain, or reject and revert a report object to its previous state.
Workflows
Workflows are used by:
- A user with administration permissions creating workflow states and transitions. The workflow states define what needs to be done at each point in the approval process (for example, review or approve). The workflow transitions define the flow from state to state. With assigned permissions, you can design a workflow process that uses any number of states and transitions in the approval process and for many users.
- Creating a workflow template that can be automatically assigned to new reports, sections, or report objects so you can save time by not having to add several states to a blank workflow. Workflow templates are created at the application level and are available to all reports, report sections, and report objects. You can use a template to quickly create reports, ready for use. There is no need to manually create workflow states each time you create a new report object or section. The workflow template can be also used as a starting point to create a customized workflow for a report object or section. A report itself can use only one template but you can change which template is used. You can use a workflow template and then customize the template for specific report objects or sections as required. You can lock or edit the report object or section, assign users and user groups to the report object or section, change the default status of the report object or section, and set the due date.
- Assigning the workflow template to the report or manually assign the workflow states to each report object or section.
- Assigning users and user groups to the template or to the report objects or sections. The users and user groups must be defined first.
No Workflow Application Default
You can specify that no workflow template be used for new reports in CDM. If you have the Manage Workflow Template permission, go to Administration > Workflow and double-click Workflow Templates. In the Workflow Templates tab, the default workflow template is highlighted by a check mark. Select the default workflow template and click Home > Default Template. There is now no assigned default template for new reports.
Auditing
An audit trail is a detailed analysis of all changes that are made to reports or report objects. The audit trail feature records every submission to the CDM database, along with the user name and the date of submission. You can log in, view, and recover the audit trail.
See the following articles for more: