Overview
Use this tab to view any workflow tasks that are waiting for you to take action or provide input. The number in parentheses shown on the tab indicates how many tasks require your attention. For example, if the tab displayed Action Required (3) three tasks are awaiting input. The tasks are either assigned to you specifically, or to a group or role to which you currently belong as defined in BPM.
Note: Because two editions of BPM are supported, 10g and 11g, the actual fields and values you see may vary from the ones described in this documentation.
Screen Elements
Action Required for Workflows toolbar
See Action Required for Workflows Toolbar.
Added By field
The personal name of the P6 user who created the workflow task, if available.
For example, the initiator of the workflow will also be listed here as the user who added tasks by way of simply starting the workflow.
This field displays the value BPM associates with the initiator of the workflow tasks. If this information is not available, the field shows no value.
Added Date field
The date the workflow task was created.
Approvers field
The names of the workflow reviewers who have approved the task.
Assigned Date field
The date the task was assigned to you, your group, or your role.
Claimed By field
The personal name of the user currently handling a workflow task that had previously been broadly assigned to a group, role, or more than one user.
If the user has no P6 personal name, for example, if the user only had an account in BPM, this field will show their user ID instead.
Due Date field
The deadline for the activity prescribed by each task within a workflow.
Expired Date field
The date when the workflow task expires.
Finish Date field
The date the activity prescribed by the workflow task was completed.
ID field
The unique numeric identifier for each task within each workflow instance.
Initiator field
The personal name of the user who initiated this instance of the current workflow including all its tasks, if available.
This field displays the value BPM associates with the initiator of the workflow. If this information is not available, the field shows no value.
Last Modified By field
The personal name of the user associated with the most recent changes to any of the tasks within the workflow or to the workflow itself. This includes workflow initiation, and task claiming, reassigning, approving, escalating, and other actions.
This field displays the value Workflowsystem if the change was made by another application or system event.
Last Modified Date field
The date the workflow task was last changed. This includes claiming, reassigning, approving, escalating, and other actions.
Name field
The unique name for the workflow task.
For example, Review Documents or Gather Committee Feedback.
Original Assignee field
The user originally assigned to the task when this workflow was initiated.
As a workflow advances to its next stages, the task might be reassigned, claimed, or modified by other users; however, this field will continue to display the first assigned user.
Owner field
The assigned key members of the workflow instance.
Arranged in a comma-separated list, these values include all users, groups, and roles designated as owners.
Priority field
An indication of the importance of each task relative to other tasks in the workflow.
Depending on your edition of BPM, you may see numbers or text values. The numbers used range from 1 (highest priority) to 5 (lowest priority). Text values include lowest, low, normal, high, and highest. The default setting is 3 or normal.
Category or Process field
The unique name of the original workflow type or template from which this instance of the workflow is derived.
When multiple tasks share the same or similar names, refer to this field to view the originating or parent workflow.
Reviewers field
The members assigned to the workflow task.
Arranged in a comma-separated list, these values include all users, groups, and roles that were previously assigned, are currently assigned, or will be assigned to the task.
Stage field
The name of the current workflow phase.
The stage also provides an indication of the workflow's current progress within the total sequence of all its defined phases. For example, Stage 1: Just Initiated vs. Stage 5: Final Review.
Start Date field
The date the activity prescribed by the workflow task was started.
Status field
The current state of the workflow task.
Statuses include:
Alerted: The task has alerted its assigned user, group, or role.
Assigned: The task has been claimed or assigned to a user, group, or role.
Completed: The task has been finished.
Errored: The task cannot advance because of an error.
Expired: The task has exceeded its deadline and is still not complete.
Information Requested: The task is the subject of a separate request by another user for additional information to assist with the current activity it is prescribing.
Suspended: The task has been placed on hold.
Withdrawn: The task has been identified as obsolete or no longer applicable to the workflow.
Tips
If you are not associated with any project workflows or have not set your filter options to display them, the "No information is available" message appears.
Getting Here
- Click Dashboards.
- On the Dashboards page, select a dashboard.
- On the dashboard, expand the Workflows portlet.
- In the Workflows portlet, click the Action Required tab.