Document Details
When you select any workflow step, document details associated with that step display in the following tabs:
- Docs predicted to delay
- Current docs
- Overdue docs
- Completed docs
Depending on the document's status and the tab you select, the following fields can display:
- Document number: The unique identification number for the document from the source application.
- Document title: The name of the document from the source application.
- Planned finish date: The date on which the document review is expected to be completed based on the date the workflow was initiated.
- Predicted delay amount: The number of days that the document review is predicted to be delayed by CIC Advisor.
- Currently with: The name of the user currently reviewing the document in the workflow.
- Currently with/reviewed by: The users responsible for reviewing the documents in the workflow.
- Actual finish date: The date when the document was reviewed.
- Reviewed by: The user who completed the document review.
Related Topics
Workflows Predicted to Delay Section
Filters Pane of Review Delay Risk Page
Last Published Thursday, December 7, 2023