Introduction

The Workflow ETO Part is used in conjunction with the Workflow Add-On. If your software does not have this add-on, you will not be able to use this part.
Before you begin working with workflows, you will need to turn on Review Participant Workflow (NEW) under Participant History in Manage Site Navigation to use the Workflow feature.

The Workflow ETO Part displays the workflows that the participant is currently active in from the participant' dashboard.

You can click on the Review Participant Workflow (NEW) link to be taken to Review Participant Workflows page.

Click here for a recorded overview of the Workflow Dashboard Part.

Simple Vs. In-Depth View

There are two different views for the ETO Part.

Simple View

The simple view allows the user to see which workflows the participant is currently enrolled in, the number of steps completed out of the total number of steps in the workflow, and the completion percentage.

In-Depth View

The in-depth view shows all the features of the simple view but also includes the ability to expand the workflow details and adds a next actions column so that the user knows at a glance the next checkpoint they must complete in the workflow. If the next checkpoint is a step, the user can click on the link and be taken directly to the feature needed to complete the step.

Editing 

Step 1 - To edit the Workflow part, click Edit Dashboard at the top of the page.

Step 2 - You can restore, minimize, disable, delete, or edit the part by clicking on the associated icon.

Step 3 - When editing the part, you can re-title the part and set the layout.

  • Chrome State: Normal will start the part immediately upon landing on the dashboard. Minimized may work best for dashboards that take a long time to load, but will require the user to expand the part if they wish to view the report.
  • Zone and zone index: Zone index is the ranking of the part in that zone, where zero is the closest to the top of the page.

Step 4 – To switch to In-Depth View, check the two boxes under Properties. Then click Apply.

Availability

This ETO Part appears on the following dashboard:

  • Participant Dashboard
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