This report returns workflow enrollment and completed checkpoint details for active subjects.

Prompts

  • Workflow Name - Select the workflow to be reported on
  • Site Name (optional)
  • Program Name (optional)
  • Is Disabled? (optional)
  • Begin Date
  • End Date

Sorts

You can see either an overview of the number of active subjects in a workflow or a breakdown of each workflow by participant. Sectioned first by site, then program, then subject name.  Each section is displayed in alphabetical order of the participant's last name.

Notes

  • Site Name - The site in which the workflow was recorded.
  • Program Name - The program in which the workflow was recorded.
  • Subject Name - The subject who has active workflow enrollment in the specified workflow.
  • Workflow Name - Name of the workflow with active subjects.
  • Workflow Enrollment Details Table - This table returns workflow enrollment details for the active subject, including the number of completed/total checkpoint steps. Note: The checkpoint information displayed is tied to the workflow version at time of enrollment.
  • Start Date - the start date of the workflow enrollment for the active participant.
  • End Date - The end date of the workflow enrollment for the active participant.
  • End Date (expected) - The expected end date of the workflow enrollment for the active participant.
  • Dismissal Reason - The dismissal reason upon exit of the enrollment.
  • Steps Complete - Number of checkpoint steps completed out of the total checkpoint steps in the workflow version associated with the subject enrollment.
  • Progress - The total progress of completed checkpoint step(s) in the workflow version associated with the subject enrollment.
  • Completed Workflow Checkpoints Table - This table returns the completed checkpoints tied to the enrollment of the active subject in the listed site and program. Note: The checkpoint information displayed is tied to the workflow version at the time of enrollment of the subject.
  • Sequence order of the checkpoints - In order
  • Type - The checkpoint type: Step, Condition, or Message
  • Checkpoint Name - The name of the checkpoint
  • Progress - The progress associated with a single step in the workflow version associated with the subject enrollment. This is over the total of 100%.
  • Complete? - Was the step completed. If yes, it displays a check mark. This is over the total number of checkpoints.

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