Route Log

Overview

The Route Log tab displayed on all documents shows workflow status details. The Route Log is broken into four sub tabs—Document ID, Actions Taken, Pending Action Requests, and Future Action Requests.

ID tab

Field	Description
Title	A combination of the document type, description, and the organization document number (if any).
Type	The document type. The full name of the transaction used to identify this document type in Workflow.
Created	The time and date that the document was created.
Initiator	The name of the person who created the document.
Route Status	The route status for the document. For more information, see Route Status.
Node(s)	The current route node of the document—that is, the current step that the document is on, on its route path. Route nodes are also referred to as route levels.
Last Modified	The time and date that the document was modified last.
Last Approved	The time and date that the last approval action was taken on this document.
Finalized	The time and date that the document reached Final, Canceled, or Disapproved status.

Actions Taken Tab

The Actions Taken tab displays the history of workflow actions on the document.

Field	Description
Action	Action taken by the person listed in the Taken By field.
Taken By	The person who took the action listed in the Action field.
For Delegator	Shows the name of the person that the action was taken on behalf of. For example, if the document had routed to a delegate, the delegate would show in the Taken By field and the user for whom they took the action, would be listed in the For Delegator field.
Time/Date	The date and time the person in the Taken By field took the Action.
Annotation	Lists additional details about the action if any exist, normally, annotations are added by the system.

Clicking the Show button provides additional detail about the action requested.

Field	Description
Action	Action requested of the person listed in the Requested Of field.
Requested Of	The person who received the action requested.
Time/Date	The Date and Time the action was requested. This is usually the same date and time that the previous action was taken. In this case, when Keisha submitted the document, Virgie received an Approve request.
Annotation	Provides details about the request. In this case, two of the accounts on the document required approval from Virgie. She only has to approve once, but each account will be listed.

Pending Action Requests

The Pending Action Requests tab shows in which Action List the document is currently in.

Field	Description
Action	The Action field indicates whether the document is in a user or groups action list or is pending their approval. An action of PENDING APPROVE means Workflow has identified other approval actions needed at this route node, but it has not actually sent these requests yet. These pending approval actions may be determined by the Priority attribute on the appropriate workflow responsibilities. An action of IN ACTION LIST APPROVE means the document is in the Action List and can be approved.
Requested Of	The person who received the action requested. Note that the Pending Action Requests tab shows pending requests only for the document at its current route node. The system may add new requests when the document transitions to a new route level, you can use the Future Action Requests tab (explained below) to see what might be added.
Time/Date	The Date and Time the action was requested.
Annotation	Provides details about the request. In this case the document was routed to Virgie at the Account node for these two accounts.

Clicking the Show button provides additional detail about the action requested.

Field	Description
Node	The Route Node that the document is at for this request.
Priority	The priority assigned to this workflow request. If multiple requests are generated at the same workflow node, the system generates requests with low priority numbers before requests with higher priority numbers.
Approval Policy	A value indicating whether members of a role receiving this request must each take action to fulfill the request or if only a single role member must take action.
Forced Action	A true/false indicator specifying whether a user must take action on this document even if he or she has acted on it previously. If True, then the user must take another action. If False, then the previous action will automatically fulfill this request.

Future Action Requests Tab

When a documents status is saved or enroute, the Future Action Requests tab on the Route Log shows the action requests that Workflow will generate in the future based on the information currently on the document.

As a document routes and users take action on it, the system updates the contents of the Future Action Requests tab to show only those requests that have not yet been made by Workflow. When a document reaches Final or Processed status in Workflow, this tab becomes empty because there are no future requests to display.

Refer to the Field Definitions above for Pending Action Requests tab.

Route Log in non-production environments

To support testing in non-production environments, the route log has an "Impersonate" link next to the current approver. Clicking on this link will log you in as the next approver and open the document.