Track a Step Through the Workflow

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Track a Step Through the Workflow

There are times when you might need to examine a record’s workflow in detail to see the progression of a step or task through each assignee’s actions. You can track a step in this way using a single window, which is available from the business process form.

To track the progress of a workflow step

From the log node in the Navigator, select the business process.

On the right pane, double-click the record you want to track. Primavera Unifier displays the BP record window.

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If the record is open or pending, click the Task Status link in the Task Details section of the form.

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If the record is closed, click the link to view the process details in the Task Details section of the form.

Primavera Unifier displays the BP Progress window, showing the step the record is currently on.

Example of progress tracking for a workflow

You can use this window to display every step in the workflow schema, the action of the step, the assignees (and those cc’d) on the task, and the status of the task at each assignee’s action.

Click the name of the step you want to audit.

Primavera Unifier displays the history of each assignee’s action on that step and the step’s status at that time. The actions are shown in reverse chronological order by Due Date (i.e., the latest due date is at the top of the list).

Large Workflows

If you view the workflow by clicking the View Graphic button, be aware that workflows can often be very large. If you are viewing a large workflow, you can enlarge the canvas screen to make it easier to see all the steps to the workflow progression.

To enlarge the canvas, you can drag the window sides until the workflow fits in the window, or you can quickly maximize the canvas. To maximize the canvas, click the icon in the upper-right corner of the window. To restore the canvas window to its normal size, click the Restore icon.

Oracle Corporation