Once an object has been placed in a workflow and your To Do List is set up to display the tasks you want to see, use the To Do List to perform actions related to the workflow. From the To Do List, you can access workflow steps to mark them completed or unable to be completed;
to acknowledge, approve, or reject steps; to complete checklist items; or any number
of other workflow-related activities.
This section provides procedures for using the To Do List to perform tasks you need to do as part of a workflow.
Displaying Workflow for [Object Name] dialog box
Displays the current workflow for the selected object in an interactive graphical
display.
Properties - Configures the properties displayed in each step.
Back - Displays the preceding revision of the workflow. This option is available when
the document has multiple revisions of the workflow, if a step failed or was rejected
in a previous revision.
Next - Displays the next revision of the workflow. This option is available when the document
has multiple revisions of the workflow: if a step failed or was rejected in a previous
revision.
You can:
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Change display colors by clicking the colored square next to the step status.
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Display the workflow details by right-clicking the step in the To Do List, and then clicking View Workflow.
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Update workflow steps that have not occurred yet by right-click the step and clicking
Update Workflow.
[Step Type] Task dialog box
Allows you to type comments for a workflow step that has just been completed, successfully
or not successfully.
Step description - Displays the description of the step that just completed.
Comments - Allows you to type comments about the completion of a step. The software saves
information from the Enter Comments box with the object in the database and includes the information in an email sent
to the recipients of the next step.
Message to next step - Allows you to enter a message for the following step. Information entered in the
Message to next step is included in the e-mail message sent to the next recipient and saved in the database.
Reassign dialog box
Allows you to reassign a workflow step to another SmartPlant Foundation user or role.
You cannot reassign it to both.
Select user - From the list box, select the user to whom you want to assign the workflow step.
Select role - From the list box, select the role to which you want to assign the workflow step.
Update Step Description dialog box
Allows you to make changes to the description of a workflow step.
Current Step Description - Displays the current description for the selected step. This option is for display
only.
New Step Description - Enter the new description for the selected step.
Update Step Duration dialog box
Allows you to make changes to the duration and target and planned dates for a workflow
step.
Enter new duration - Type the number of days the step should now take to complete. Changing the duration
updates the target dates for this and future steps. The planned date remains the same.
If there are parallel steps, changes to the duration are based on the longest duration.
Target date - Displays the target date for the step. Changing the planned date must be done manually;
it is independent of the other dates. Changing the target date on this dialog box
updates only that property of the step; the duration of this step and dates for other
steps are not updated.
Planned date - Displays the planned date for the step. This value can be edited manually, but
will not be updated as a result of other changes in the dialog box.
What do you want to do?