Check workflow status

Manager users in the Authors role can check the Workflow Documents accessed from a review or approve list in the Folder view. status of a Panviva document.

1. When the folder tree is displayed select the appropriate document.

2. Select Details & Actions > Workflow > Workflow status.

3. The Workflow status window displays.

4. Review the following fields:

   Field	Description
   Workflow name	The workflow currently assigned to the document. Tip: The workflow name displays with the type manual or scheduled.   Example:  Manager review (Manual)
   Status	The workflow status. (E.g. Review pending, Review complete, etc.)
   Started	The date the workflow was activated (manually or automatically scheduled).
   Owner	The workflow owner. Manual workflow: the author who saved the document for review.    Scheduled workflow: the specified owner of the review.
   Required approvers	The users or roles required to approve the document.
   Optional approvers	The users or roles who can opt to approve or not.
   General comments	General comments with details of the user leaving the comment.

Review status

1. When the Workflow status window is displayed review the following field:

   Field	Instruction
   Status	Review the workflow status.

2. Choose the next step:

   If the status is...	Then...
   Waiting	A user (from a set order in a workflow) is waiting for another user to review or approve the document.
   Pending	The document has not yet been reviewed or approved.
   Reviewed	The document has been reviewed.
   Approved	The document has been approved.
   Rejected	The approver has rejected the approval of a document.
   Canceled	The workflow was cancelled. This can occur when:  You save a new version of the document.  A reviewer or approver is deleted as a user from Panviva. The cancelled status is displayed by that user name.