A major failing of the workflow system at the moment is the reporting. For a Design Manager, Project Engineer (the poor soul who has to make sure that drawings are processed in time, job titel may vary)
From the main working screen, whilst the current status that a document has is available, the workflow name is not, so if you have a status such as QA Approved, or QA Rejected, which can be part of multiple workflows, you can't readily determine what is happening to a given drawing/document.
Using the Dashboard, the workflow and STAGE are available, i.e. the name of the current activity, not the status as on the main search screen.
The biggest issue for me is the lack of an ability to report on the panel for a given activity, showing who is involved and who has voted. The information is available, but you need to look at the workflow to see who has/hasn't responded, on a drawing by drawing basis.
A report that includes all of this information,
In the absence of a proper User Defined Report facility, all of the above being exportable via csv or Excel would allow the end user to slice and dice the information to choice
** Dates to take account of location, i.e. DD/MM/YYYY for the UK please
Company | Willmott Dixon Construction |
Job Title / Role | Information |
I need it... | Yesterday...Come on already |
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This report is what we as a business need. Please can this be pushed through. As others have stated, this will bring in line with other CDEs.
Document and communication reporting is quite poor in functions in VFP. I work on another platform where online approval reporting is light years ahead - you can see everything in a dashboard report - dates, who approved, who did not, where the process is, etc.
It would be a great progress for our business as well as it is impossible to exploit data simply from activity statuses (as Rod mentionned). The idea would be to be able to recreate the dashboard panel at a Site Container scale and not only for projects, but also to quickly create some interesting and customed KPIs
I would also like to add my voice to this suggestion.
It would work very well with the batch download of workflow comments (Suggestion VPC-I-201 -that has finally been statused as planned...)