Workflow Reporting

Although DocuPhase has a Workflow Tab that provides a way for users to obtain their Progression-based Task/Work Items, the Standard Reporting Tools for Workflow are provided in the Progression Manager Module component of Progression Studio.

Progression Manager includes the following reporting capabilities:

§ Dynamic Display of Process/Task Status on Process Diagram

§ Task Management Status & Statistical Display of Current Work items and Users by Task

 

Within the DocuPhase browser-based user interface, workflow status and operational controls are available to:

§ Selectively apply search filters to display Process status counts and task details as permitted on the Advanced Work Queue and Work Queue Management pages

§ Display a selected pending task’s indexes and view its Process Diagram using the ‘View Item’ button on the Advanced Work Queue page

§ View DocuPhase and Progression operational workflow results with advanced analysis presented in graphical and/or tabular formats

 

The Analytics Tab in DocuPhase now provides advanced Analysis, Reports and Dashboards for both DocuPhase Content-Activity and Progression-based Workflow that includes the ability to create custom reports when the user has ‘Analytics Designer’ permission as well as the Analytics Standard Workflow Reports:

§ Process Report

§ Production Report

§ User Productivity Report

(see topic, Standard Progression BI Analysis Reports)

 

Note:  For more information on workflow and other reporting capabilities, see the following DocuPhase Platform Reporting & Monitoring section.