Document Details

Document Details in a Workflow

When you select any workflow step, document details associated with that step display in the following tabs:

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.