Exact Synergy Enterprise

Viewing the Workflow of Subordinates

Introduction

On this page, you can view a summary of the workflow and requests related to a person's subordinates of up to five subordinate levels. You can filter the summary by person type, person status, request category, request type, and request action required.

Note: This overview summarizes the workflow and requests of subordinates of the person selected in the Workflow or Requests overviews when you clicked the Subordinates button. You can determine who the person is by looking at the title of this overview. For more information on the Workflow or Requests overview, see Workflow and Requests Overview.

Menu path

Click Workflow on the left menu. In the Person box, type or select the person that you want to view the workflow and requests of the person's subordinates. Then, click Subordinates.
Click Requests on the left menu. In the Person box, type or select the person that you want to view the workflow and requests of the person's subordinates. Then, select Workflow in the Involvement box and click Subordinates.

Roles & rights

All users can view this page. However, the inclusion of requests in the summary depends on the security levels of the requests. For private requests, the requests will be included only if you are the creator or current actor of the request.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Show

Click this to display the summary of workflow and requests of the person's subordinates based on the selected criteria.

Note: Once you have clicked this button, the name of the button will change to Refresh.

Refresh

Click this to update the summary of workflow and requests of the person's subordinates based on the selected criteria.

Note: This is available after you have clicked Show.

Reset

Click this to clear the defined criteria. This will clear all criteria except the Level criterion.

Close

Click this to exit.

Description

Criteria section

Level

Select the number of subordinate levels to include in the summary:

1: Direct - Select this to display a summary of the workflow and requests of the immediate subordinates of the person.
Until 2 - Select this to display a summary of the workflow and requests of the person's subordinates and their immediate subordinates.
Until 3 - Select this to display a summary of the workflow and requests of the person's subordinates up to three subordinate levels.
Until 4 - Select this to display a summary of the workflow and requests of the person's subordinates up to four subordinate levels.
Until 5 - Select this to display a summary of the workflow and requests of the person's subordinates up to five subordinate levels.

Person: Type

Select the person type to include only the person's subordinates with the selected person type in the summary.

Person: Status

Select the status of the person to include only the person's subordinates with the selected person status in the summary.

Type

Select the type to include only requests with the selected request type in the summary.

Action

Select the status or action to include only requests with the selected status or action in the summary. For more information on request actions and statuses, see Creating and Modifying Requests.

Include: Workflow = 0

Select this check box to include the subordinates with no active requests in their workflow in the summary.

Results section

This section displays the summary of workflow and requests of the person's subordinates according to the selected criteria. You can sort the list by Name, Workflow, or Days in ascending or descending order by clicking or in the respective column headers.

Name column

This displays the full name of the subordinate. You can click the hyperlinked name to open the personal card of the subordinate.

Type column

This displays the person type of the subordinate.

Status column

This displays the person status of the subordinate.

Job title column

This displays the job title of the subordinate.

Workflow column

This displays the number of active requests in the workflow of the subordinate. You can click the hyperlinked number to list the workflow requests.

Note: Clicking the number opens the Workflow overview of the subordinate where the Involvement is Workflow. You can then change the criteria in the overview to list the requests according to the criteria.

Days column

This displays the average number of days each request has been in the subordinate's workflow.

Overdue column

This displays the number of overdue requests in the subordinate's workflow. You can click the hyperlinked number to list the overdue workflow requests.

Note: Clicking the number opens the Workflow overview of the subordinate where the Involvement is Workflow and Overdue is pre-selected. You can then change the criteria in the overview to list the requests according to the criteria.

Requests column

Click the hyperlinked Requests to list all requests where the subordinate is specified in the Person fields of the requests.

Note: Clicking the hyperlink opens the Workflow overview of the subordinate where the Involvement is Person. You can then change the criteria in the overview to list the requests according to the criteria.