Overviews help you keep track of your workflows and monitored objects.

The following overviews are available:

• Workflows for this entry function
• Workflow overview function
• Monitoring overview function

'Workflows for this entry' function

You can show all workflows started for an entry (folder or document).

Steps

1. Select the entry whose workflows you want to view.

2. On the ribbon, click Organize > Overviews > Workflows for this entry.

These settings are the same as the settings for the Workflow overview function.

'Workflow overview' function

You can show all started workflows you have permission to.

Steps

1. On the ribbon, click Organize > Overviews > Workflow overview.

The workflows are listed as a table on the left-hand side. The selected workflow is shown as a diagram on the right-hand side. The status of the respective node is indicated by the colors in the diagram.

• Green: Node completed successfully
• Blue: Current node
• Red: Escalated node
• Gray: Future node

2. Configure the settings for showing workflows:

Passed deadlines only: When this option is selected, you will only see escalated workflows. This option can only be selected in combination with either Active, Completed, or All workflows.

User: You can select a user/group from the drop-down menu.

Once you have selected a user/group, you can narrow down the list by selecting additional filter options:

• Owner: If this option is enabled, you only see workflows that the selected user/group is the owner of.
• Any node: If this option is enabled, you only see workflows in which the selected user/group is entered as the editor of at least one node.
• Active node: If this option is enabled, you only see workflows in which the selected user/group is entered as the editor of the node.

Start date: With the From and To fields, you can specify how long you want the workflow to be shown. The start date of the workflow must be within this period.

If you click the blue square in the minimized view of the workflow and move it, keeping the mouse button pressed down, you can change the section shown in the large view.

Click a workflow node in the workflow diagram to get more information on the node settings.

'Monitoring overview' function

Open an overview of your currently monitored entries. You can show the filing location, open the entries for viewing, edit monitoring, or end monitoring.

You will find a more exact description in chapter Monitor entries.