Configuration Guide › Business Workflows › Administer Business Workflows

Administer Business Workflows

Administrators use the workflow screen to track and control certifications and other active workflows.

To administer business workflows

1. In the CA GovernanceMinder Portal, go to Administration, Workflows.

   The screen lists the active workflows. When a workflow concludes, it is removed from the list.

2. (Optional) customize the information fields displayed in the table.
3. (Optional) Filter the workflows displayed in the table.
4. Click a workflow to view its details.

   The workflow detail screen appears. It contains the following tabs:

   • Overview - a dashboard that shows the progress of the flow in graphs and charts. This tab is open by default.
   • Administration - provides advanced workflow control options to stop or restart the workflow, or to send escalation emails for incomplete actions.
   • Workflow Progress by Affected Entities - lists tasks by the entities under review in each task, and shows their progress.
   • Workflow Progress by Reviewers - lists actions by their reviewers, and shows their progress.
5. Manage workflow tasks and actions in detail:
   1. Click one of the Workflow Progress tabs.

      Actions are listed in groups. The table shows the progress of each group.

      Note: When the scope of the workflow is large, or additional large workflows are active, the progress bars may not update immediately. It may take several minutes for submitted actions to be counted as complete in the progress bars.

   2. Click the Open button next to a group.

      A table lists actions in the group.

   3. Click the Open button or the Reviewers icon to view more detail.

   An action details screen displays an action or group of actions of one type, from one workflow, related to one primary entity.

   Actions that are already submitted to CA GovernanceMinder are dimmed.

6. Use the information fields and interactive options of the screen to review links.

   Only Reassign, Comment, and Attachment operations are available for actions that are assigned to others.

   Approve and Reject options are available only for actions that are assigned to you.

7. Do one of the following:
   • Click Submit to submit your decisions to CA GovernanceMinder.
   • Click Cancel to return to the overview screen without saving your decisions.